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Quotient Wealth Partners’s Walt Disney DIS Stock Holding History

Quotient Wealth Partners’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 		$933K Buy
9,694
+393
+4% +$40.1K 0.02% 139
2026
Q1 		$896K Buy
9,301
+123
+1% +$13K 0.02% 127
2025
Q4 		$1.04M Sell
9,178
-779
-8% -$85.8K 0.03% 118
2025
Q3 		$1.14M Sell
9,957
-426
-4% -$50.2K 0.03% 104
2025
Q2 		$1.29M Sell
10,383
-1,006
-9% -$105K 0.04% 102
2025
Q1 		$1.12M Buy
11,389
+158
+1% +$17K 0.04% 103
2024
Q4 		$1.25M Sell
11,231
-505
-4% -$53K 0.04% 89
2024
Q3 		$1.13M Sell
11,736
-2,743
-19% -$252K 0.04% 101
2024
Q2 		$1.44M Sell
14,479
-12,989
-47% -$1.4M 0.05% 80
2024
Q1 		$3.36M Sell
27,468
-14,108
-34% -$1.47M 0.12% 54
2023
Q4 		$3.75M Buy
+41,576
New +$3.67M 0.15% 67

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

Quotient Wealth Partners's DIS Position: Q2 2026 in Review

Quotient Wealth Partners increased its Walt Disney (DIS) stake by 4.2% in Q2 2026, buying an estimated $40.1K and bringing the position to 9,694 shares worth $933K. The position accounts for 0.02% of the portfolio, ranked #139.

Quotient Wealth Partners first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.75M in Q4 2023. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Quotient Wealth Partners held 9,694 shares of Walt Disney worth $933K as of Q2 2026.
  • Quotient Wealth Partners bought 393 Walt Disney shares in Q2 2026, an estimated $40.1K.
  • Walt Disney made up 0.02% of Quotient Wealth Partners's portfolio in Q2 2026, its #139 holding.
  • Quotient Wealth Partners first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Walt Disney position peaked at $3.75M in Q4 2023.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.