Portside Wealth Group’s Walt Disney DIS Stock Holding History

Portside Wealth Group’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	$3.38M	Buy	35,097 +1,444	+4%	+$147K	0.39%	61
2026 Q1	$3.24M	Buy	33,653 +1,410	+4%	+$149K	0.44%	47
2025 Q4	$3.67M	Buy	32,243 +1,868	+6%	+$206K	0.49%	46
2025 Q3	$3.48M	Sell	30,375 -2,851	-9%	-$336K	0.48%	50
2025 Q2	$4.12M	Sell	33,226 -960	-3%	-$99.7K	0.61%	41
2025 Q1	$3.37M	Buy	34,186 +1,558	+5%	+$167K	0.55%	53
2024 Q4	$3.63M	Buy	32,628 +1,102	+3%	+$116K	0.6%	44
2024 Q3	$3.03M	Buy	31,526 +6,851	+28%	+$630K	0.52%	52
2024 Q2	$2.45M	Sell	24,675 -770	-3%	-$82.9K	0.47%	57
2024 Q1	$3.11M	Buy	25,445 +746	+3%	+$77.9K	0.58%	43
2023 Q4	$2.23M	Sell	24,699 -788	-3%	-$69.5K	0.42%	68
2023 Q3	$2.06M	Buy	25,487 +1,814	+8%	+$155K	0.39%	69
2023 Q2	$2.11M	Buy	+23,673	New	+$2.24M	0.39%	65

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

Portside Wealth Group's DIS Position: Q2 2026 in Review

Portside Wealth Group increased its Walt Disney (DIS) stake by 4.3% in Q2 2026, buying an estimated $147K and bringing the position to 35,097 shares worth $3.38M. The position accounts for 0.39% of the portfolio, ranked #61.

Portside Wealth Group first reported a position in DIS in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.12M in Q2 2025. 2,928 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Portside Wealth Group held 35,097 shares of Walt Disney worth $3.38M as of Q2 2026.
Portside Wealth Group bought 1,444 Walt Disney shares in Q2 2026, an estimated $147K.
Walt Disney made up 0.39% of Portside Wealth Group's portfolio in Q2 2026, its #61 holding.
Portside Wealth Group first reported a position in Walt Disney in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's Walt Disney position peaked at $4.12M in Q2 2025.
2,928 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.