PFA
DIS icon

Perryman Financial Advisory’s Walt Disney DIS Stock Holding History

Perryman Financial Advisory’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 		$292K Sell
3,032
-636
-17% -$64.8K 0.04% 172
2026
Q1 		$354K Sell
3,668
-1,063
-22% -$112K 0.05% 141
2025
Q4 		$538K Buy
+4,731
New +$521K 0.08% 120

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

Perryman Financial Advisory's DIS Position: Q2 2026 in Review

Perryman Financial Advisory reduced its Walt Disney (DIS) stake by 17% in Q2 2026, selling an estimated $64.8K and leaving 3,032 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #172.

Perryman Financial Advisory first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $538K in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Perryman Financial Advisory held 3,032 shares of Walt Disney worth $292K as of Q2 2026.
  • Perryman Financial Advisory sold 636 Walt Disney shares in Q2 2026, an estimated $64.8K.
  • Walt Disney made up 0.04% of Perryman Financial Advisory's portfolio in Q2 2026, its #172 holding.
  • Perryman Financial Advisory first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Perryman Financial Advisory's Walt Disney position peaked at $538K in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.