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Precision Wealth Strategies’s Walt Disney DIS Stock Holding History

Precision Wealth Strategies’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 		$543K Sell
5,642
-371
-6% -$37.8K 0.16% 123
2026
Q1 		$580K Sell
6,013
-2,763
-31% -$292K 0.19% 108
2025
Q4 		$998K Sell
8,776
-2,343
-21% -$258K 0.32% 70
2025
Q3 		$1.27M Sell
11,119
-225
-2% -$26.5K 0.41% 56
2025
Q2 		$1.41M Buy
+11,344
New +$1.18M 0.46% 49
2022
Q2 		– Sell
-2,478
Closed -$340K – 156
2022
Q1 		$340K Buy
+2,478
New +$358K 0.2% 107

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

Precision Wealth Strategies's DIS Position: Q2 2026 in Review

Precision Wealth Strategies reduced its Walt Disney (DIS) stake by 6.2% in Q2 2026, selling an estimated $37.8K and leaving 5,642 shares worth $543K. The position accounts for 0.16% of the portfolio, ranked #123.

Precision Wealth Strategies first reported a position in DIS in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.41M in Q2 2025. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Precision Wealth Strategies held 5,642 shares of Walt Disney worth $543K as of Q2 2026.
  • Precision Wealth Strategies sold 371 Walt Disney shares in Q2 2026, an estimated $37.8K.
  • Walt Disney made up 0.16% of Precision Wealth Strategies's portfolio in Q2 2026, its #123 holding.
  • Precision Wealth Strategies first reported a position in Walt Disney in Q1 2022 and has held it in 6 quarters since.
  • Precision Wealth Strategies's Walt Disney position peaked at $1.41M in Q2 2025.
  • 2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.