PWMG
DIS icon

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

Private Wealth Management Group’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 		$197K Buy
2,052
+605
+42% +$61.7K 0.05% 111
2026
Q1 		$139K Buy
1,447
+39
+3% +$4.12K 0.04% 110
2025
Q4 		$160K Sell
1,408
-109
-7% -$12K 0.04% 94
2025
Q3 		$174K Buy
1,517
+57
+4% +$6.71K 0.05% 91
2025
Q2 		$181K Sell
1,460
-10
-0.7% -$1.04K 0.06% 86
2025
Q1 		$145K Sell
1,470
-699
-32% -$75.1K 0.05% 92
2024
Q4 		$242K Buy
2,169
+1,399
+182% +$147K 0.09% 74
2024
Q3 		$74.1K Sell
770
-12
-2% -$1.1K 0.03% 132
2024
Q2 		$77.6K Hold
782
– – 0.03% 123
2024
Q1 		$95.7K Sell
782
-383
-33% -$40K 0.04% 102
2023
Q4 		$105K Buy
+1,165
New +$103K 0.05% 96

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 Management Group's DIS Position: Q2 2026 in Review

Private Wealth Management Group increased its Walt Disney (DIS) stake by 42% in Q2 2026, buying an estimated $61.7K and bringing the position to 2,052 shares worth $197K. The position accounts for 0.05% of the portfolio, ranked #111.

Private Wealth Management Group first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $242K in Q4 2024. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Private Wealth Management Group held 2,052 shares of Walt Disney worth $197K as of Q2 2026.
  • Private Wealth Management Group bought 605 Walt Disney shares in Q2 2026, an estimated $61.7K.
  • Walt Disney made up 0.05% of Private Wealth Management Group's portfolio in Q2 2026, its #111 holding.
  • Private Wealth Management Group first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Walt Disney position peaked at $242K in Q4 2024.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.