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Petix & Botte Financial’s Walt Disney DIS Stock Holding History

Petix & Botte Financial’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 		$310K Buy
3,220
+1,559
+94% +$159K 0.06% 122
2026
Q1 		$320K Sell
1,661
-2,783
-63% -$294K 0.07% 108
2025
Q4 		$506K Hold
4,444
– – 0.11% 83
2025
Q3 		$509K Hold
4,444
– – 0.12% 85
2025
Q2 		$551K Hold
4,444
– – 0.14% 80
2025
Q1 		$439K Hold
4,444
– – 0.12% 90
2024
Q4 		$495K Sell
4,444
-296
-6% -$31.1K 0.13% 85
2024
Q3 		$456K Hold
4,740
– – 0.12% 81
2024
Q2 		$471K Buy
4,740
+2,370
+100% +$255K 0.13% 74
2024
Q1 		$290K Sell
2,370
-2,370
-50% -$248K 0.07% 113
2023
Q4 		$428K Hold
4,740
– – 0.13% 78
2023
Q3 		$384K Sell
4,740
-370
-7% -$31.6K 0.12% 81
2023
Q2 		$456K Buy
5,110
+2,555
+100% +$242K 0.14% 69
2023
Q1 		$256K Buy
+2,555
New +$258K 0.17% 64
2022
Q3 		$241K Buy
2,555
+164
+7% +$17.6K 0.18% 62
2022
Q2 		$226K Sell
2,391
-2,391
-50% -$265K 0.17% 65
2022
Q1 		$656K Buy
4,782
+2,475
+107% +$358K 0.2% 61
2021
Q4 		$357K Sell
2,307
-2,039
-47% -$329K 0.23% 60
2021
Q3 		$736K Buy
4,346
+2,173
+100% +$387K 0.25% 57
2021
Q2 		$382K Hold
2,173
– – 0.27% 61
2021
Q1 		$401K Sell
2,173
-10
-0.5% -$1.84K 0.3% 60
2020
Q4 		$395K Sell
2,183
-23
-1% -$3.3K 0.3% 59
2020
Q3 		$273K Sell
2,206
-2,206
-50% -$276K 0.22% 65
2020
Q2 		$246K Buy
4,412
+2,206
+100% +$244K 0.2% 62
2020
Q1 		$213K Sell
2,206
-55
-2% -$6.95K 0.21% 64
2019
Q4 		$326K Buy
+2,261
New +$316K 0.26% 62

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

Petix & Botte Financial's DIS Position: Q2 2026 in Review

Petix & Botte Financial increased its Walt Disney (DIS) stake by 94% in Q2 2026, buying an estimated $159K and bringing the position to 3,220 shares worth $310K. The position accounts for 0.06% of the portfolio, ranked #122.

Petix & Botte Financial first reported a position in DIS in Q4 2019 and has held it in 26 quarters since. The position peaked at $736K in Q3 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Petix & Botte Financial held 3,220 shares of Walt Disney worth $310K as of Q2 2026.
  • Petix & Botte Financial bought 1,559 Walt Disney shares in Q2 2026, an estimated $159K.
  • Walt Disney made up 0.06% of Petix & Botte Financial's portfolio in Q2 2026, its #122 holding.
  • Petix & Botte Financial first reported a position in Walt Disney in Q4 2019 and has held it in 26 quarters since.
  • Petix & Botte Financial's Walt Disney position peaked at $736K in Q3 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.