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

Price Financial Group Wealth Management’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	-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

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

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. 2,919 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.
2,919 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.