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ORG Wealth Partners’s Walt Disney DIS Stock Holding History

ORG 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 		$265K Hold
2,757
– – 0.04% 223
2026
Q1 		$266K Hold
2,757
– – 0.05% 189
2025
Q4 		$314K Hold
2,757
– – 0.07% 162
2025
Q3 		$316K Buy
2,757
+2,747
+27,470% +$324K 0.07% 160
2025
Q2 		$1.24K Hold
10
– – ﹤0.01% 615
2025
Q1 		$981 Buy
+10
New +$1.07K ﹤0.01% 703

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

ORG Wealth Partners's DIS Position: Q2 2026 in Review

ORG Wealth Partners held its Walt Disney (DIS) position steady in Q2 2026 at 2,757 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #223.

ORG Wealth Partners first reported a position in DIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $316K in Q3 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • ORG Wealth Partners held 2,757 shares of Walt Disney worth $265K as of Q2 2026.
  • ORG Wealth Partners left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.04% of ORG Wealth Partners's portfolio in Q2 2026, its #223 holding.
  • ORG Wealth Partners first reported a position in Walt Disney in Q1 2025 and has held it in 6 quarters since.
  • ORG Wealth Partners's Walt Disney position peaked at $316K in Q3 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.