PWM
DIS icon

Palacios Wealth Management’s Walt Disney DIS Stock Holding History

Palacios Wealth Management’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 		$249K Sell
2,586
-100
-4% -$10.2K 0.15% 67
2026
Q1 		$279K Buy
2,686
+105
+4% +$11.1K 0.17% 63
2025
Q4 		$294K Sell
2,581
-53
-2% -$5.84K 0.22% 53
2025
Q3 		$302K Sell
2,634
-640
-20% -$75.4K 0.2% 57
2025
Q2 		$406K Buy
3,274
+495
+18% +$51.4K 0.33% 44
2025
Q1 		$274K Sell
2,779
-195
-7% -$21K 0.2% 50
2024
Q4 		$325K Buy
+2,974
New +$312K 0.35% 46

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

Palacios Wealth Management's DIS Position: Q2 2026 in Review

Palacios Wealth Management reduced its Walt Disney (DIS) stake by 3.7% in Q2 2026, selling an estimated $10.2K and leaving 2,586 shares worth $249K. The position accounts for 0.15% of the portfolio, ranked #67.

Palacios Wealth Management first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $406K in Q2 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Palacios Wealth Management held 2,586 shares of Walt Disney worth $249K as of Q2 2026.
  • Palacios Wealth Management sold 100 Walt Disney shares in Q2 2026, an estimated $10.2K.
  • Walt Disney made up 0.15% of Palacios Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Palacios Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Palacios Wealth Management's Walt Disney position peaked at $406K in Q2 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Palacios Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.