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Paladin Advisory Group’s Walt Disney DIS Stock Holding History

Paladin Advisory Group’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
2023
Q1 		– Sell
-1,681
Closed -$146K – 322
2022
Q4 		$146K Hold
1,681
– – 0.12% 106
2022
Q3 		$158K Hold
1,681
– – 0.14% 99
2022
Q2 		$158K Buy
+1,681
New +$187K 0.14% 103
2022
Q1 		– Sell
-1,652
Closed -$255K – 335
2021
Q4 		$255K Buy
+1,652
New +$267K 0.21% 85

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

Paladin Advisory Group's DIS Position: Q2 2026 in Review

Paladin Advisory Group held its Walt Disney (DIS) position steady in Q2 2026 at 80 shares worth $7.7K. The position accounts for 0.01% of the portfolio, ranked #215.

Paladin Advisory Group first reported a position in DIS in Q1 2022 and has held it in 15 quarters since. The position peaked at $230K in Q1 2022. 2,939 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Paladin Advisory Group held 80 shares of Walt Disney worth $7.7K as of Q2 2026.
  • Paladin Advisory Group left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.01% of Paladin Advisory Group's portfolio in Q2 2026, its #215 holding.
  • Paladin Advisory Group first reported a position in Walt Disney in Q1 2022 and has held it in 15 quarters since.
  • Paladin Advisory Group's Walt Disney position peaked at $230K in Q1 2022.
  • 2,939 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.