Portus Wealth Advisors’s Walt Disney DIS Stock Holding History

Portus Wealth Advisors’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	-42	Closed	-$4.05K	–	173
2026 Q1	$4.05K	Buy	+42	New	+$4.44K	﹤0.01%	192

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

Portus Wealth Advisors's DIS Position: Q2 2026 in Review

Portus Wealth Advisors sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 42 shares — an estimated $4.05K sold.

Portus Wealth Advisors first reported a position in DIS in Q1 2026 and held it in 1 quarter. The position peaked at $4.05K in Q1 2026. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Portus Wealth Advisors reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 42 Walt Disney shares in Q2 2026, an estimated $4.05K.
Portus Wealth Advisors first reported a position in Walt Disney in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Walt Disney position peaked at $4.05K in Q1 2026.
2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.