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Provenance Wealth Advisors’s Walt Disney DIS Stock Holding History

Provenance Wealth Advisors’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 		$4.33K Buy
45
+25
+125% +$2.55K ﹤0.01% 397
2026
Q1 		$1.93K Hold
20
– – ﹤0.01% 377
2025
Q4 		$2.27K Sell
20
-475
-96% -$52.3K ﹤0.01% 374
2025
Q3 		$56.7K Hold
495
– – 0.01% 207
2025
Q2 		$61.4K Sell
495
-100
-17% -$10.4K 0.01% 196
2025
Q1 		$58.7K Sell
595
-206
-26% -$22.1K 0.01% 215
2024
Q4 		$89.2K Sell
801
-193
-19% -$20.3K 0.01% 195
2024
Q3 		$95.6K Buy
994
+508
+105% +$46.7K 0.01% 195
2024
Q2 		$48.3K Hold
486
– – 0.01% 213
2024
Q1 		$59.5K Buy
486
+81
+20% +$8.46K 0.01% 214
2023
Q4 		$36.6K Sell
405
-25
-6% -$2.2K ﹤0.01% 224
2023
Q3 		$34.9K Buy
+430
New +$36.7K 0.01% 198

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

Provenance Wealth Advisors's DIS Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Walt Disney (DIS) stake by 125% in Q2 2026, buying an estimated $2.55K and bringing the position to 45 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Provenance Wealth Advisors first reported a position in DIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $95.6K in Q3 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Provenance Wealth Advisors held 45 shares of Walt Disney worth $4.33K as of Q2 2026.
  • Provenance Wealth Advisors bought 25 Walt Disney shares in Q2 2026, an estimated $2.55K.
  • Walt Disney made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #397 holding.
  • Provenance Wealth Advisors first reported a position in Walt Disney in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Walt Disney position peaked at $95.6K in Q3 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.