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Oxler Private Wealth’s Walt Disney DIS Stock Holding History

Oxler Private Wealth’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 		$367K Sell
3,816
-1,246
-25% -$127K 0.11% 70
2026
Q1 		$488K Sell
5,062
-823
-14% -$87K 0.15% 62
2025
Q4 		$670K Sell
5,885
-158
-3% -$17.4K 0.19% 55
2025
Q3 		$692K Sell
6,043
-61
-1% -$7.18K 0.2% 53
2025
Q2 		$757K Sell
6,104
-624
-9% -$64.8K 0.24% 49
2025
Q1 		$664K Buy
6,728
+180
+3% +$19.3K 0.23% 54
2024
Q4 		$729K Sell
6,548
-795
-11% -$83.5K 0.24% 51
2024
Q3 		$706K Sell
7,343
-46
-0.6% -$4.23K 0.25% 53
2024
Q2 		$734K Sell
7,389
-118
-2% -$12.7K 0.27% 52
2024
Q1 		$919K Sell
7,507
-112
-1% -$11.7K 0.36% 47
2023
Q4 		$688K Sell
7,619
-561
-7% -$49.5K 0.57% 30
2023
Q3 		$663K Sell
8,180
-625
-7% -$53.4K 0.33% 60
2023
Q2 		$786K Buy
8,805
+92
+1% +$8.71K 0.37% 57
2023
Q1 		$872K Sell
8,713
-4,125
-32% -$416K 0.43% 50
2022
Q4 		$1.12M Sell
12,838
-375
-3% -$35.9K 0.6% 43
2022
Q3 		$1.25M Sell
13,213
-435
-3% -$46.6K 0.7% 39
2022
Q2 		$1.29M Hold
13,648
– – 0.62% 41
2022
Q1 		$1.87M Hold
13,648
– – 0.84% 35
2021
Q4 		$2.11M Sell
13,648
-454
-3% -$73.3K 0.88% 31
2021
Q3 		$2.38M Hold
14,102
– – 1.05% 24
2021
Q2 		$2.48M Hold
14,102
– – 1.08% 22
2021
Q1 		$2.6M Buy
14,102
+633
+5% +$117K 1.32% 19
2020
Q4 		$2.44M Buy
+13,469
New +$1.93M 1.38% 20

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

Oxler Private Wealth's DIS Position: Q2 2026 in Review

Oxler Private Wealth reduced its Walt Disney (DIS) stake by 25% in Q2 2026, selling an estimated $127K and leaving 3,816 shares worth $367K. The position accounts for 0.11% of the portfolio, ranked #70.

Oxler Private Wealth first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.6M in Q1 2021. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Oxler Private Wealth held 3,816 shares of Walt Disney worth $367K as of Q2 2026.
  • Oxler Private Wealth sold 1,246 Walt Disney shares in Q2 2026, an estimated $127K.
  • Walt Disney made up 0.11% of Oxler Private Wealth's portfolio in Q2 2026, its #70 holding.
  • Oxler Private Wealth first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Oxler Private Wealth's Walt Disney position peaked at $2.6M in Q1 2021.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.