Premier Path Wealth Partners’s Walt Disney DIS Stock Holding History

Premier Path Wealth Partners’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	$1.76M	Sell	18,263 -1,518	-8%	-$155K	0.2%	102
2026 Q1	$1.91M	Sell	19,781 -1,255	-6%	-$133K	0.25%	91
2025 Q4	$2.39M	Sell	21,036 -29	-0.1%	-$3.19K	0.31%	74
2025 Q3	$2.41M	Sell	21,065 -163	-0.8%	-$19.2K	0.31%	73
2025 Q2	$2.63M	Buy	21,228 +1,647	+8%	+$171K	0.37%	61
2025 Q1	$1.93M	Sell	19,581 -106	-0.5%	-$11.4K	0.3%	80
2024 Q4	$2.19M	Sell	19,687 -1,990	-9%	-$209K	0.33%	69
2024 Q3	$2.09M	Sell	21,677 -250	-1%	-$23K	0.33%	73
2024 Q2	$2.18M	Buy	21,927 +1,040	+5%	+$112K	0.37%	64
2024 Q1	$2.55M	Buy	20,887 +434	+2%	+$45.3K	0.48%	43
2023 Q4	$1.86M	Buy	+20,453	New	+$1.8M	0.41%	52

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

Premier Path Wealth Partners's DIS Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Walt Disney (DIS) stake by 7.7% in Q2 2026, selling an estimated $155K and leaving 18,263 shares worth $1.76M. The position accounts for 0.2% of the portfolio, ranked #102.

Premier Path Wealth Partners first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.63M in Q2 2025. 2,932 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Premier Path Wealth Partners held 18,263 shares of Walt Disney worth $1.76M as of Q2 2026.
Premier Path Wealth Partners sold 1,518 Walt Disney shares in Q2 2026, an estimated $155K.
Walt Disney made up 0.2% of Premier Path Wealth Partners's portfolio in Q2 2026, its #102 holding.
Premier Path Wealth Partners first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's Walt Disney position peaked at $2.63M in Q2 2025.
2,932 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.