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Mosley Wealth Management’s Walt Disney DIS Stock Holding History

Mosley 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 		$56.4K Sell
586
-33
-5% -$3.36K 0.02% 242
2026
Q1 		$70.9K Buy
+619
New +$65.4K 0.03% 189
2024
Q1 		– Sell
-2,427
Closed -$219K – 97
2023
Q4 		$219K Buy
+2,427
New +$214K 0.22% 91

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Mosley Wealth Management reduced its Walt Disney (DIS) stake by 5.3% in Q2 2026, selling an estimated $3.36K and leaving 586 shares worth $56.4K. The position accounts for 0.02% of the portfolio, ranked #242.

Mosley Wealth Management first reported a position in DIS in Q4 2023 and has held it in 3 quarters since. The position peaked at $219K in Q4 2023. 1,878 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Mosley Wealth Management held 586 shares of Walt Disney worth $56.4K as of Q2 2026.
  • Mosley Wealth Management sold 33 Walt Disney shares in Q2 2026, an estimated $3.36K.
  • Walt Disney made up 0.02% of Mosley Wealth Management's portfolio in Q2 2026, its #242 holding.
  • Mosley Wealth Management first reported a position in Walt Disney in Q4 2023 and has held it in 3 quarters since.
  • Mosley Wealth Management's Walt Disney position peaked at $219K in Q4 2023.
  • 1,878 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.