MFWP
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Mosaic Family Wealth Partners’s Walt Disney DIS Stock Holding History

Mosaic Family Wealth Partners’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 		$2.68M Buy
27,834
+18,246
+190% +$1.86M 0.18% 92
2026
Q1 		$924K Buy
9,588
+6,049
+171% +$639K 0.09% 117
2025
Q4 		$403K Buy
3,539
+18
+0.5% +$1.98K 0.04% 168
2025
Q3 		$404K Sell
3,521
-60
-2% -$7.07K 0.05% 156
2025
Q2 		$444K Sell
3,581
-84
-2% -$8.73K 0.06% 142
2025
Q1 		$362K Buy
3,665
+10
+0.3% +$1.07K 0.05% 154
2024
Q4 		$407K Sell
3,655
-27
-0.7% -$2.84K 0.06% 141
2024
Q3 		$354K Sell
3,682
-61
-2% -$5.61K 0.05% 145
2024
Q2 		$372K Buy
3,743
+1,463
+64% +$157K 0.06% 137
2024
Q1 		$279K Buy
2,280
+34
+2% +$3.55K 0.05% 170
2023
Q4 		$203K Sell
2,246
-281
-11% -$24.8K 0.04% 190
2023
Q3 		$205K Hold
2,527
– – 0.04% 176
2023
Q2 		$226K Sell
2,527
-56
-2% -$5.3K 0.04% 169
2023
Q1 		$259K Sell
2,583
-83
-3% -$8.37K 0.05% 153
2022
Q4 		$232K Buy
+2,666
New +$255K 0.07% 163

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

Mosaic Family Wealth Partners's DIS Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Walt Disney (DIS) stake by 190% in Q2 2026, buying an estimated $1.86M and bringing the position to 27,834 shares worth $2.68M. The position accounts for 0.18% of the portfolio, ranked #92.

Mosaic Family Wealth Partners first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Mosaic Family Wealth Partners held 27,834 shares of Walt Disney worth $2.68M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 18,246 Walt Disney shares in Q2 2026, an estimated $1.86M.
  • Walt Disney made up 0.18% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #92 holding.
  • Mosaic Family Wealth Partners first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.