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One Wealth Advisors’s Walt Disney DIS Stock Holding History

One Wealth Advisors’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 		$418K Buy
4,340
+191
+5% +$19.5K 0.05% 206
2026
Q1 		$400K Buy
4,149
+337
+9% +$35.6K 0.05% 201
2025
Q4 		$434K Sell
3,812
-389
-9% -$42.8K 0.05% 189
2025
Q3 		$481K Buy
4,201
+62
+1% +$7.3K 0.06% 168
2025
Q2 		$513K Buy
4,139
+805
+24% +$83.6K 0.07% 152
2025
Q1 		$329K Buy
3,334
+1,192
+56% +$128K 0.05% 196
2024
Q4 		$239K Buy
+2,142
New +$225K 0.04% 216
2023
Q1 		– Sell
-340
Closed -$29.6K – 304
2022
Q4 		$29.6K Buy
+340
New +$32.5K 0.01% 480
2019
Q2 		– Sell
-5,080
Closed -$564K – 209
2019
Q1 		$564K Sell
5,080
-87
-2% -$9.72K 0.46% 30
2018
Q4 		$567K Buy
5,167
+311
+6% +$35.4K 0.56% 18
2018
Q3 		$568K Sell
4,856
-37
-0.8% -$4.12K 0.43% 31
2018
Q2 		$513K Buy
4,893
+2,136
+77% +$218K 0.41% 29
2018
Q1 		$277K Buy
2,757
+564
+26% +$59.9K 0.24% 77
2017
Q4 		$236K Buy
+2,193
New +$226K 0.19% 90

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

One Wealth Advisors's DIS Position: Q2 2026 in Review

One Wealth Advisors increased its Walt Disney (DIS) stake by 4.6% in Q2 2026, buying an estimated $19.5K and bringing the position to 4,340 shares worth $418K. The position accounts for 0.05% of the portfolio, ranked #206.

One Wealth Advisors first reported a position in DIS in Q4 2017 and has held it in 14 quarters since. The position peaked at $568K in Q3 2018. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • One Wealth Advisors held 4,340 shares of Walt Disney worth $418K as of Q2 2026.
  • One Wealth Advisors bought 191 Walt Disney shares in Q2 2026, an estimated $19.5K.
  • Walt Disney made up 0.05% of One Wealth Advisors's portfolio in Q2 2026, its #206 holding.
  • One Wealth Advisors first reported a position in Walt Disney in Q4 2017 and has held it in 14 quarters since.
  • One Wealth Advisors's Walt Disney position peaked at $568K in Q3 2018.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.