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Parcion Private Wealth’s Walt Disney DIS Stock Holding History

Parcion 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 		$206K Buy
+2,139
New +$218K 0.01% 487
2023
Q3 		– Sell
-2,773
Closed -$248K – 188
2023
Q2 		$248K Hold
2,773
– – 0.03% 165
2023
Q1 		$278K Buy
2,773
+118
+4% +$11.9K 0.03% 168
2022
Q4 		$231K Sell
2,655
-1,095
-29% -$105K 0.03% 180
2022
Q3 		$354K Sell
3,750
-201
-5% -$21.5K 0.04% 159
2022
Q2 		$405K Buy
3,951
+120
+3% +$13.3K 0.04% 167
2022
Q1 		$521K Sell
3,831
-261
-6% -$37.7K 0.05% 136
2021
Q4 		$622K Sell
4,092
-154
-4% -$24.9K 0.06% 129
2021
Q3 		$749K Sell
4,246
-24,172
-85% -$4.31M 0.07% 126
2021
Q2 		$5M Buy
28,418
+544
+2% +$97.8K 0.5% 56
2021
Q1 		$5.14M Buy
27,874
+23,641
+558% +$4.36M 0.58% 46
2020
Q4 		$767K Sell
4,233
-24
-0.6% -$3.44K 0.1% 111
2020
Q3 		$522K Sell
4,257
-1,063
-20% -$133K 0.08% 124
2020
Q2 		$609K Buy
5,320
+1,011
+23% +$112K 0.1% 111
2020
Q1 		$416K Buy
4,309
+1,496
+53% +$189K 0.11% 111
2019
Q4 		$407K Buy
+2,813
New +$393K 0.09% 130

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

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

Parcion Private Wealth opened a new position in Walt Disney (DIS) in Q2 2026: 2,139 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #487 among its holdings. This is a return to the name: Parcion Private Wealth previously reported a position in DIS as recently as Q2 2023.

Parcion Private Wealth first reported a position in DIS in Q4 2019 and has held it in 16 quarters since. The position peaked at $5.14M in Q1 2021. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Parcion Private Wealth held 2,139 shares of Walt Disney worth $206K as of Q2 2026.
  • Walt Disney was a new Parcion Private Wealth position in Q2 2026.
  • Walt Disney made up 0.01% of Parcion Private Wealth's portfolio in Q2 2026, its #487 holding.
  • Parcion Private Wealth first reported a position in Walt Disney in Q4 2019 and has held it in 16 quarters since.
  • Parcion Private Wealth's Walt Disney position peaked at $5.14M in Q1 2021.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.