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Paces Ferry Wealth Advisors’s Walt Disney DIS Stock Holding History

Paces Ferry 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 		$296K Sell
3,080
-279
-8% -$28.4K 0.11% 103
2026
Q1 		$324K Buy
3,359
+16
+0.5% +$1.69K 0.13% 91
2025
Q4 		$380K Sell
3,343
-215
-6% -$23.7K 0.15% 84
2025
Q3 		$407K Sell
3,558
-53
-1% -$6.24K 0.17% 73
2025
Q2 		$448K Buy
3,611
+3
+0.1% +$312 0.21% 67
2025
Q1 		$356K Sell
3,608
-42
-1% -$4.51K 0.18% 79
2024
Q4 		$406K Sell
3,650
-703
-16% -$73.8K 0.2% 70
2024
Q3 		$419K Sell
4,353
-2,360
-35% -$217K 0.24% 68
2024
Q2 		$667K Sell
6,713
-161
-2% -$17.3K 0.4% 47
2024
Q1 		$841K Buy
6,874
+1,357
+25% +$142K 0.54% 42
2023
Q4 		$498K Sell
5,517
-1,101
-17% -$97.1K 0.35% 56
2023
Q3 		$536K Buy
6,618
+137
+2% +$11.7K 0.43% 50
2023
Q2 		$579K Sell
6,481
-1,325
-17% -$126K 0.43% 49
2023
Q1 		$782K Buy
7,806
+1,823
+30% +$184K 0.63% 41
2022
Q4 		$520K Sell
5,983
-1,868
-24% -$179K 0.51% 43
2022
Q3 		$741K Sell
7,851
-470
-6% -$50.3K 0.81% 33
2022
Q2 		$786K Sell
8,321
-1,509
-15% -$167K 0.77% 33
2022
Q1 		$1.35M Buy
9,830
+401
+4% +$58K 1.07% 26
2021
Q4 		$1.46M Buy
9,429
+101
+1% +$16.3K 1.05% 27
2021
Q3 		$1.58M Sell
9,328
-170
-2% -$30.3K 1.26% 24
2021
Q2 		$1.67M Buy
9,498
+178
+2% +$32K 1.28% 25
2021
Q1 		$1.72M Sell
9,320
-144
-2% -$26.6K 1.5% 21
2020
Q4 		$1.72M Buy
9,464
+867
+10% +$124K 1.57% 18
2020
Q3 		$1.07M Buy
+8,597
New +$1.07M 0.93% 27

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

Paces Ferry Wealth Advisors's DIS Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its Walt Disney (DIS) stake by 8.3% in Q2 2026, selling an estimated $28.4K and leaving 3,080 shares worth $296K. The position accounts for 0.11% of the portfolio, ranked #103.

Paces Ferry Wealth Advisors first reported a position in DIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.72M in Q1 2021. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Paces Ferry Wealth Advisors held 3,080 shares of Walt Disney worth $296K as of Q2 2026.
  • Paces Ferry Wealth Advisors sold 279 Walt Disney shares in Q2 2026, an estimated $28.4K.
  • Walt Disney made up 0.11% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Paces Ferry Wealth Advisors first reported a position in Walt Disney in Q3 2020 and has held it in 24 quarters since.
  • Paces Ferry Wealth Advisors's Walt Disney position peaked at $1.72M in Q1 2021.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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