MWA
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Monograph Wealth Advisors’s Walt Disney DIS Stock Holding History

Monograph Wealth Advisors’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 		$1.25M Sell
12,909
-1,992
-13% -$203K 0.1% 55
2026
Q1 		$1.44M Buy
14,901
+2,638
+22% +$279K 0.14% 54
2025
Q4 		$1.4M Buy
12,263
+10
+0.1% +$1.1K 0.14% 51
2025
Q3 		$1.4M Sell
12,253
-7
-0.1% -$824 0.14% 51
2025
Q2 		$1.53M Buy
12,260
+17
+0.1% +$1.77K 0.19% 42
2025
Q1 		$1.21M Sell
12,243
-327
-3% -$35.1K 0.16% 46
2024
Q4 		$1.41M Buy
12,570
+1,371
+12% +$144K 0.19% 41
2024
Q3 		$1.08M Buy
11,199
+1
+0% +$92 0.14% 47
2024
Q2 		$1.11M Buy
11,198
+2,524
+29% +$272K 0.16% 41
2024
Q1 		$1.06M Buy
8,674
+4,257
+96% +$445K 0.16% 54
2023
Q4 		$400K Buy
4,417
+244
+6% +$21.5K 0.07% 70
2023
Q3 		$338K Sell
4,173
-6
-0.1% -$512 0.07% 86
2023
Q2 		$373K Hold
4,179
– – 0.08% 60
2023
Q1 		$418K Sell
4,179
-1,944
-32% -$196K 0.1% 55
2022
Q4 		$532K Buy
6,123
+1,944
+47% +$186K 0.14% 51
2022
Q3 		$394K Buy
4,179
+4
+0.1% +$428 0.13% 51
2022
Q2 		$394K Sell
4,175
-2,569
-38% -$285K 0.11% 51
2022
Q1 		$925K Buy
6,744
+1,239
+23% +$179K 0.23% 32
2021
Q4 		$853K Buy
+5,505
New +$889K 0.21% 35

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

Monograph Wealth Advisors's DIS Position: Q2 2026 in Review

Monograph Wealth Advisors reduced its Walt Disney (DIS) stake by 13% in Q2 2026, selling an estimated $203K and leaving 12,909 shares worth $1.25M. The position accounts for 0.1% of the portfolio, ranked #55.

Monograph Wealth Advisors first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.53M in Q2 2025. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Monograph Wealth Advisors held 12,909 shares of Walt Disney worth $1.25M as of Q2 2026.
  • Monograph Wealth Advisors sold 1,992 Walt Disney shares in Q2 2026, an estimated $203K.
  • Walt Disney made up 0.1% of Monograph Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Monograph Wealth Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Monograph Wealth Advisors's Walt Disney position peaked at $1.53M in Q2 2025.
  • 2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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