MWM
DIS icon

Modern Wealth Management’s Walt Disney DIS Stock Holding History

Modern Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.49M Buy
25,843
+12,570
+95% +$1.28M 0.03% 352
2026
Q1 		$1.28M Sell
13,273
-345
-3% -$36.5K 0.02% 375
2025
Q4 		$1.55M Buy
13,618
+280
+2% +$30.8K 0.03% 341
2025
Q3 		$1.53M Buy
13,338
+270
+2% +$31.8K 0.03% 326
2025
Q2 		$1.62M Sell
13,068
-3,872
-23% -$402K 0.04% 294
2025
Q1 		$1.67M Buy
16,940
+1,141
+7% +$123K 0.05% 232
2024
Q4 		$1.76M Buy
15,799
+3,759
+31% +$395K 0.07% 193
2024
Q3 		$1.16M Sell
12,040
-2,056
-15% -$189K 0.07% 150
2024
Q2 		$1.4M Buy
14,096
+2
+0% +$215 0.1% 118
2024
Q1 		$1.72M Buy
14,094
+8,646
+159% +$903K 0.16% 82
2023
Q4 		$492K Buy
+5,448
New +$480K 0.06% 92

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Modern Wealth Management's DIS Position: Q2 2026 in Review

Modern Wealth Management increased its Walt Disney (DIS) stake by 95% in Q2 2026, buying an estimated $1.28M and bringing the position to 25,843 shares worth $2.49M. The position accounts for 0.03% of the portfolio, ranked #352.

Modern Wealth Management first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. 2,928 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Modern Wealth Management held 25,843 shares of Walt Disney worth $2.49M as of Q2 2026.
  • Modern Wealth Management bought 12,570 Walt Disney shares in Q2 2026, an estimated $1.28M.
  • Walt Disney made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #352 holding.
  • Modern Wealth Management first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • 2,928 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.