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Private Wealth Asset Management’s Walt Disney DIS Stock Holding History

Private Wealth Asset 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 		$506K Sell
5,259
-87
-2% -$8.87K 0.05% 181
2026
Q1 		$515K Buy
5,346
+2
+0% +$211 0.06% 165
2025
Q4 		$608K Sell
5,344
-171
-3% -$18.8K 0.07% 154
2025
Q3 		$631K Buy
5,515
+9
+0.2% +$1.06K 0.07% 143
2025
Q2 		$683K Sell
5,506
-391
-7% -$40.6K 0.09% 135
2025
Q1 		$582K Buy
+5,897
New +$634K 0.08% 138

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

Private Wealth Asset Management's DIS Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Walt Disney (DIS) stake by 1.6% in Q2 2026, selling an estimated $8.87K and leaving 5,259 shares worth $506K. The position accounts for 0.05% of the portfolio, ranked #181.

Private Wealth Asset Management first reported a position in DIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $683K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Private Wealth Asset Management held 5,259 shares of Walt Disney worth $506K as of Q2 2026.
  • Private Wealth Asset Management sold 87 Walt Disney shares in Q2 2026, an estimated $8.87K.
  • Walt Disney made up 0.05% of Private Wealth Asset Management's portfolio in Q2 2026, its #181 holding.
  • Private Wealth Asset Management first reported a position in Walt Disney in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Walt Disney position peaked at $683K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.