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Morton Brown Family Wealth’s Walt Disney DIS Stock Holding History

Morton Brown Family Wealth’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 		$118K Sell
1,222
-575
-32% -$58.6K 0.03% 89
2026
Q1 		$173K Buy
1,797
+200
+13% +$21.1K 0.05% 71
2025
Q4 		$182K Sell
1,597
-747
-32% -$82.3K 0.05% 64
2025
Q3 		$268K Hold
2,344
– – 0.08% 50
2025
Q2 		$291K Hold
2,344
– – 0.09% 47
2025
Q1 		$231K Hold
2,344
– – 0.08% 50
2024
Q4 		$261K Buy
2,344
+1,055
+82% +$111K 0.09% 51
2024
Q3 		$124K Hold
1,289
– – 0.04% 70
2024
Q2 		$125K Hold
1,289
– – 0.05% 65
2024
Q1 		$158K Sell
1,289
-311
-19% -$32.5K 0.07% 58
2023
Q4 		$144K Buy
1,600
+310
+24% +$27.3K 0.06% 60
2023
Q3 		$105K Sell
1,290
-121
-9% -$10.3K 0.05% 57
2023
Q2 		$126K Sell
1,411
-37
-3% -$3.5K 0.07% 54
2023
Q1 		$145K Buy
1,448
+38
+3% +$3.83K 0.09% 54
2022
Q4 		$123K Hold
1,410
– – 0.08% 55
2022
Q3 		$133K Sell
1,410
-61
-4% -$6.53K 0.11% 46
2022
Q2 		$139K Sell
1,471
-200
-12% -$22.2K 0.11% 45
2022
Q1 		$229K Buy
1,671
+200
+14% +$28.9K 0.17% 37
2021
Q4 		$228K Buy
+1,471
New +$238K 0.17% 36

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

Morton Brown Family Wealth's DIS Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its Walt Disney (DIS) stake by 32% in Q2 2026, selling an estimated $58.6K and leaving 1,222 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #89.

Morton Brown Family Wealth first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $291K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Morton Brown Family Wealth held 1,222 shares of Walt Disney worth $118K as of Q2 2026.
  • Morton Brown Family Wealth sold 575 Walt Disney shares in Q2 2026, an estimated $58.6K.
  • Walt Disney made up 0.03% of Morton Brown Family Wealth's portfolio in Q2 2026, its #89 holding.
  • Morton Brown Family Wealth first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's Walt Disney position peaked at $291K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.