Price Financial Group Wealth Management’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
– Sell
-2,066
Closed -$220K – 24
2026
Q1
$220K Hold
2,066
– – 3.63% 10
2025
Q4
$230K Buy
+2,066
New +$228K 7.29% 8

Other funds holding DIS

Price Financial Group Wealth Management's DIS Position: Q2 2026 in Review

Price Financial Group Wealth Management sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 2,066 shares — an estimated $220K sold.

Price Financial Group Wealth Management first reported a position in DIS in Q4 2025 and held it in 2 quarters. The position peaked at $230K in Q4 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Price Financial Group Wealth Management reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Price Financial Group Wealth Management sold 2,066 Walt Disney shares in Q2 2026, an estimated $220K.
  • Price Financial Group Wealth Management first reported a position in Walt Disney in Q4 2025 and held it in 2 quarters.
  • Price Financial Group Wealth Management's Walt Disney position peaked at $230K in Q4 2025.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Price Financial Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.