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MPWM Advisory Solutions’s Walt Disney DIS Stock Holding History

MPWM Advisory Solutions’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 		$11.8K Hold
123
– – 0.01% 334
2026
Q1 		$11.8K Hold
123
– – 0.01% 324
2025
Q4 		$13.9K Hold
123
– – 0.01% 291
2025
Q3 		$14K Hold
123
– – 0.01% 268
2025
Q2 		$15.2K Sell
123
-120
-49% -$12.5K 0.01% 265
2025
Q1 		$23.9K Buy
243
+1
+0.4% +$107 0.02% 213
2024
Q4 		$27K Buy
+242
New +$25.4K 0.02% 207

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

MPWM Advisory Solutions's DIS Position: Q2 2026 in Review

MPWM Advisory Solutions held its Walt Disney (DIS) position steady in Q2 2026 at 123 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #334.

MPWM Advisory Solutions first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $27K in Q4 2024. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • MPWM Advisory Solutions held 123 shares of Walt Disney worth $11.8K as of Q2 2026.
  • MPWM Advisory Solutions left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #334 holding.
  • MPWM Advisory Solutions first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Walt Disney position peaked at $27K in Q4 2024.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.