Pathfinder Wealth Consulting’s Walt Disney DIS Stock Holding History

Pathfinder Wealth Consulting’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	-6,583	Closed	-$634K	–	35
2026 Q1	$634K	Buy	6,583 +2,103	+47%	+$222K	0.41%	59
2025 Q4	$510K	Buy	+4,480	New	+$493K	0.32%	70

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

Pathfinder Wealth Consulting's DIS Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 6,583 shares — an estimated $634K sold.

Pathfinder Wealth Consulting first reported a position in DIS in Q4 2025 and held it in 2 quarters. The position peaked at $634K in Q1 2026. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Pathfinder Wealth Consulting reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
Pathfinder Wealth Consulting sold 6,583 Walt Disney shares in Q2 2026, an estimated $634K.
Pathfinder Wealth Consulting first reported a position in Walt Disney in Q4 2025 and held it in 2 quarters.
Pathfinder Wealth Consulting's Walt Disney position peaked at $634K in Q1 2026.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.