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Principia Wealth Advisory’s Walt Disney DIS Stock Holding History

Principia Wealth Advisory’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 		$16.4K Buy
170
+71
+72% +$7.24K 0.01% 191
2026
Q1 		$9.54K Buy
99
+17
+21% +$1.8K 0.01% 211
2025
Q4 		$9.33K Buy
82
+3
+4% +$330 0.01% 206
2025
Q3 		$9.05K Buy
79
+3
+4% +$353 0.01% 212
2025
Q2 		$9.43K Buy
76
+25
+49% +$2.6K 0.01% 169
2025
Q1 		$4.66K Buy
51
+7
+16% +$752 ﹤0.01% 185
2024
Q4 		$4.9K Buy
+44
New +$4.62K ﹤0.01% 152

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 $3.38T AUM 44.17% 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

Principia Wealth Advisory's DIS Position: Q2 2026 in Review

Principia Wealth Advisory increased its Walt Disney (DIS) stake by 72% in Q2 2026, buying an estimated $7.24K and bringing the position to 170 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #191.

Principia Wealth Advisory first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Principia Wealth Advisory held 170 shares of Walt Disney worth $16.4K as of Q2 2026.
  • Principia Wealth Advisory bought 71 Walt Disney shares in Q2 2026, an estimated $7.24K.
  • Walt Disney made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #191 holding.
  • Principia Wealth Advisory first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.