QWM
DIS icon

Quadcap Wealth Management’s Walt Disney DIS Stock Holding History

Quadcap 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 		$393K Sell
4,084
-336
-8% -$34.3K 0.04% 307
2026
Q1 		$426K Sell
4,420
-672
-13% -$71K 0.05% 279
2025
Q4 		$579K Sell
5,092
-1,150
-18% -$127K 0.07% 237
2025
Q3 		$715K Sell
6,242
-507
-8% -$59.7K 0.08% 203
2025
Q2 		$837K Buy
6,749
+232
+4% +$24.1K 0.11% 169
2025
Q1 		$643K Buy
6,517
+39
+0.6% +$4.19K 0.09% 204
2024
Q4 		$721K Buy
6,478
+832
+15% +$87.4K 0.11% 184
2024
Q3 		$543K Sell
5,646
-71
-1% -$6.53K 0.08% 236
2024
Q2 		$568K Sell
5,717
-332
-5% -$35.7K 0.1% 225
2024
Q1 		$740K Buy
6,049
+290
+5% +$30.3K 0.17% 141
2023
Q4 		$520K Buy
+5,759
New +$508K 0.13% 202

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

Quadcap Wealth Management's DIS Position: Q2 2026 in Review

Quadcap Wealth Management reduced its Walt Disney (DIS) stake by 7.6% in Q2 2026, selling an estimated $34.3K and leaving 4,084 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #307.

Quadcap Wealth Management first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $837K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Quadcap Wealth Management held 4,084 shares of Walt Disney worth $393K as of Q2 2026.
  • Quadcap Wealth Management sold 336 Walt Disney shares in Q2 2026, an estimated $34.3K.
  • Walt Disney made up 0.04% of Quadcap Wealth Management's portfolio in Q2 2026, its #307 holding.
  • Quadcap Wealth Management first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Quadcap Wealth Management's Walt Disney position peaked at $837K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.