Morris Financial Concepts’s Walt Disney DIS Stock Holding History

Morris Financial Concepts’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	$214K	Sell	2,220 -85	-4%	-$8.67K	0.07%	135
2026 Q1	$222K	Buy	2,305 +168	+8%	+$17.8K	0.08%	131
2025 Q4	$243K	Sell	2,137 -110	-5%	-$12.1K	0.09%	123
2025 Q3	$257K	Buy	+2,247	New	+$265K	0.09%	118
2025 Q2	–	Sell	-2,866	Closed	-$283K	–	198
2025 Q1	$283K	Sell	2,866 -9	-0.3%	-$967	0.12%	102
2024 Q4	$320K	Buy	2,875 +51	+2%	+$5.36K	0.14%	89
2024 Q3	$272K	Buy	2,824 +568	+25%	+$52.3K	0.12%	95
2024 Q2	$224K	Buy	2,256 +80	+4%	+$8.61K	0.11%	97
2024 Q1	$266K	Sell	2,176 -87	-4%	-$9.09K	0.14%	86
2023 Q4	$204K	Buy	+2,263	New	+$200K	0.12%	94
2023 Q2	–	Sell	-2,222	Closed	-$223K	–	156
2023 Q1	$223K	Buy	+2,222	New	+$224K	0.16%	76
2022 Q4	–	Sell	-2,142	Closed	-$202K	–	146
2022 Q3	$202K	Buy	+2,142	New	+$229K	0.21%	63
2022 Q2	–	Sell	-1,465	Closed	-$201K	–	125
2022 Q1	$201K	Sell	1,465 -3	-0.2%	-$434	0.17%	68
2021 Q4	$227K	Buy	+1,468	New	+$237K	0.19%	61

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morris Financial Concepts's DIS Position: Q2 2026 in Review

Morris Financial Concepts reduced its Walt Disney (DIS) stake by 3.7% in Q2 2026, selling an estimated $8.67K and leaving 2,220 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #135.

Morris Financial Concepts first reported a position in DIS in Q4 2021 and has held it in 14 quarters since. The position peaked at $320K in Q4 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Morris Financial Concepts held 2,220 shares of Walt Disney worth $214K as of Q2 2026.
Morris Financial Concepts sold 85 Walt Disney shares in Q2 2026, an estimated $8.67K.
Walt Disney made up 0.07% of Morris Financial Concepts's portfolio in Q2 2026, its #135 holding.
Morris Financial Concepts first reported a position in Walt Disney in Q4 2021 and has held it in 14 quarters since.
Morris Financial Concepts's Walt Disney position peaked at $320K in Q4 2024.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.