Paragon Financial Partners’s Walt Disney DIS Stock Holding History

Paragon Financial 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	–	Sell	-1,993	Closed	-$204K	–	80
2026 Q1	$204K	Buy	1,993 +1	+0.1%	+$106	0.12%	75
2025 Q4	$227K	Hold	1,992	–	–	0.14%	70
2025 Q3	$228K	Sell	1,992 -5	-0.3%	-$589	0.14%	70
2025 Q2	$248K	Buy	+1,997	New	+$207K	0.17%	63
2025 Q1	–	Sell	-2,116	Closed	-$236K	–	70
2024 Q4	$236K	Sell	2,116 -93	-4%	-$9.77K	0.18%	67
2024 Q3	$212K	Hold	2,209	–	–	0.16%	82
2024 Q2	$219K	Hold	2,209	–	–	0.17%	75
2024 Q1	$270K	Buy	+2,209	New	+$231K	0.22%	71
2023 Q3	–	Sell	-2,449	Closed	-$219K	–	83
2023 Q2	$219K	Hold	2,449	–	–	0.21%	80
2023 Q1	$245K	Buy	2,449 +3	+0.1%	+$302	0.26%	72
2022 Q4	$213K	Hold	2,446	–	–	0.24%	76
2022 Q3	$231K	Hold	2,446	–	–	0.26%	67
2022 Q2	$231K	Hold	2,446	–	–	0.24%	71
2022 Q1	$336K	Hold	2,446	–	–	0.29%	64
2021 Q4	$379K	Buy	+2,446	New	+$395K	0.31%	60

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Paragon Financial Partners's DIS Position: Q2 2026 in Review

Paragon Financial Partners sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 1,993 shares — an estimated $204K sold.

Paragon Financial Partners first reported a position in DIS in Q4 2021 and held it in 15 quarters. The position peaked at $379K in Q4 2021. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Paragon Financial Partners reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
Paragon Financial Partners sold 1,993 Walt Disney shares in Q2 2026, an estimated $204K.
Paragon Financial Partners first reported a position in Walt Disney in Q4 2021 and held it in 15 quarters.
Paragon Financial Partners's Walt Disney position peaked at $379K in Q4 2021.
2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Paragon Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.