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Quantum Financial Advisors’s Walt Disney DIS Stock Holding History

Quantum Financial 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 		$225K Sell
2,335
-58
-2% -$5.91K 0.02% 229
2026
Q1 		$231K Sell
2,393
-400
-14% -$42.3K 0.03% 208
2025
Q4 		$318K Buy
2,793
+206
+8% +$22.7K 0.04% 154
2025
Q3 		$296K Buy
2,587
+319
+14% +$37.6K 0.04% 141
2025
Q2 		$281K Sell
2,268
-463
-17% -$48.1K 0.04% 136
2025
Q1 		$270K Buy
2,731
+33
+1% +$3.55K 0.04% 134
2024
Q4 		$300K Sell
2,698
-146
-5% -$15.3K 0.05% 127
2024
Q3 		$274K Buy
2,844
+536
+23% +$49.3K 0.04% 136
2024
Q2 		$229K Buy
2,308
+3
+0.1% +$323 0.04% 145
2024
Q1 		$282K Buy
+2,305
New +$241K 0.05% 124

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

Quantum Financial Advisors's DIS Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Walt Disney (DIS) stake by 2.4% in Q2 2026, selling an estimated $5.91K and leaving 2,335 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #229.

Quantum Financial Advisors first reported a position in DIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $318K in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Quantum Financial Advisors held 2,335 shares of Walt Disney worth $225K as of Q2 2026.
  • Quantum Financial Advisors sold 58 Walt Disney shares in Q2 2026, an estimated $5.91K.
  • Walt Disney made up 0.02% of Quantum Financial Advisors's portfolio in Q2 2026, its #229 holding.
  • Quantum Financial Advisors first reported a position in Walt Disney in Q1 2024 and has held it in 10 quarters since.
  • Quantum Financial Advisors's Walt Disney position peaked at $318K in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.