PWM
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Partnership Wealth Management’s Walt Disney DIS Stock Holding History

Partnership 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 		$1.33M Buy
13,831
+401
+3% +$40.9K 0.9% 23
2026
Q1 		$1.29M Buy
13,430
+859
+7% +$90.8K 0.99% 22
2025
Q4 		$1.43M Buy
12,571
+600
+5% +$66.1K 1.03% 23
2025
Q3 		$1.37M Buy
11,971
+80
+0.7% +$9.42K 1.06% 24
2025
Q2 		$1.47M Sell
11,891
-229
-2% -$23.8K 1.19% 18
2025
Q1 		$1.2M Sell
12,120
-43
-0.4% -$4.62K 1.02% 23
2024
Q4 		$1.35M Buy
12,163
+420
+4% +$44.1K 1.13% 21
2024
Q3 		$1.13M Buy
11,743
+11,403
+3,354% +$1.05M 0.8% 27
2024
Q2 		$33.8K Hold
340
– – 0.02% 158
2024
Q1 		$41.6K Hold
340
– – 0.03% 154
2023
Q4 		$32.7K Buy
+340
New +$30K 0.02% 159

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

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

Partnership Wealth Management increased its Walt Disney (DIS) stake by 3% in Q2 2026, buying an estimated $40.9K and bringing the position to 13,831 shares worth $1.33M. The position accounts for 0.9% of the portfolio, ranked #23.

Partnership Wealth Management first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q2 2025. 2,928 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Partnership Wealth Management held 13,831 shares of Walt Disney worth $1.33M as of Q2 2026.
  • Partnership Wealth Management bought 401 Walt Disney shares in Q2 2026, an estimated $40.9K.
  • Walt Disney made up 0.9% of Partnership Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Partnership Wealth Management first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Partnership Wealth Management's Walt Disney position peaked at $1.47M in Q2 2025.
  • 2,928 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.