Perfromance Wealth Partners’s Walt Disney DIS Stock Holding History

Perfromance Wealth 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	-2,181	Closed	-$210K	–	239
2026 Q1	$210K	Buy	+2,181	New	+$231K	0.01%	201
2025 Q3	–	Sell	-1,663	Closed	-$206K	–	204
2025 Q2	$206K	Buy	+1,663	New	+$173K	0.01%	184
2024 Q2	–	Sell	-56,255	Closed	-$6.88M	–	169
2024 Q1	$6.88M	Buy	+56,255	New	+$5.88M	0.29%	26
2023 Q3	–	Sell	-3,121	Closed	-$280K	–	171
2023 Q2	$280K	Sell	3,121 -5,980	-66%	-$566K	0.01%	149
2023 Q1	$911K	Sell	9,101 -3,243	-26%	-$327K	0.05%	82
2022 Q4	$1.07M	Sell	12,344 -826	-6%	-$79K	0.06%	67
2022 Q3	$1.24M	Buy	13,170 +574	+5%	+$61.4K	0.07%	59
2022 Q2	$1.19M	Sell	12,596 -8,465	-40%	-$940K	0.07%	61
2022 Q1	$2.89M	Sell	21,061 -727	-3%	-$105K	0.13%	47
2021 Q4	$3.38M	Buy	+21,788	New	+$3.52M	0.14%	47

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

Perfromance Wealth Partners's DIS Position: Q2 2026 in Review

Perfromance Wealth Partners sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 2,181 shares — an estimated $210K sold.

Perfromance Wealth Partners first reported a position in DIS in Q4 2021 and held it in 10 quarters. The position peaked at $6.88M in Q1 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Perfromance Wealth Partners reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
Perfromance Wealth Partners sold 2,181 Walt Disney shares in Q2 2026, an estimated $210K.
Perfromance Wealth Partners first reported a position in Walt Disney in Q4 2021 and held it in 10 quarters.
Perfromance Wealth Partners's Walt Disney position peaked at $6.88M in Q1 2024.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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