National Wealth Management Group’s Walt Disney DIS Stock Holding History

National Wealth Management Group’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	$433K	Sell	4,494 -767	-15%	-$78.2K	0.13%	135
2026 Q1	$507K	Sell	5,261 -208	-4%	-$22K	0.19%	110
2025 Q4	$622K	Sell	5,469 -228	-4%	-$25.1K	0.22%	104
2025 Q3	$652K	Buy	5,697 +589	+12%	+$69.4K	0.25%	93
2025 Q2	$633K	Sell	5,108 -22	-0.4%	-$2.29K	0.36%	67
2025 Q1	$506K	Sell	5,130 -22	-0.4%	-$2.36K	0.33%	72
2024 Q4	$574K	Buy	5,152 +1	+0%	+$105	0.38%	59
2024 Q3	$495K	Buy	+5,151	New	+$474K	0.34%	74
2022 Q2	–	Sell	-2,065	Closed	-$283K	–	113
2022 Q1	$283K	Buy	2,065 +39	+2%	+$5.64K	0.27%	84
2021 Q4	$314K	Buy	+2,026	New	+$327K	0.29%	83

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

National Wealth Management Group's DIS Position: Q2 2026 in Review

National Wealth Management Group reduced its Walt Disney (DIS) stake by 15% in Q2 2026, selling an estimated $78.2K and leaving 4,494 shares worth $433K. The position accounts for 0.13% of the portfolio, ranked #135.

National Wealth Management Group first reported a position in DIS in Q4 2021 and has held it in 10 quarters since. The position peaked at $652K in Q3 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

National Wealth Management Group held 4,494 shares of Walt Disney worth $433K as of Q2 2026.
National Wealth Management Group sold 767 Walt Disney shares in Q2 2026, an estimated $78.2K.
Walt Disney made up 0.13% of National Wealth Management Group's portfolio in Q2 2026, its #135 holding.
National Wealth Management Group first reported a position in Walt Disney in Q4 2021 and has held it in 10 quarters since.
National Wealth Management Group's Walt Disney position peaked at $652K in Q3 2025.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.