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Resurgent Financial Advisors’s Walt Disney DIS Stock Holding History

Resurgent 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 		$242K Buy
+2,519
New +$257K 0.07% 263
2026
Q1 		– Sell
-2,061
Closed -$234K – 264
2025
Q4 		$234K Sell
2,061
-43
-2% -$4.74K 0.12% 192
2025
Q3 		$241K Sell
2,104
-51
-2% -$6.01K 0.12% 189
2025
Q2 		$267K Sell
2,155
-2,660
-55% -$276K 0.15% 154
2025
Q1 		$475K Sell
4,815
-506
-10% -$54.4K 0.29% 97
2024
Q4 		$592K Buy
5,321
+122
+2% +$12.8K 0.35% 84
2024
Q3 		$500K Sell
5,199
-7,596
-59% -$699K 0.29% 101
2024
Q2 		$1.27M Sell
12,795
-862
-6% -$92.8K 0.79% 34
2024
Q1 		$1.67M Buy
13,657
+3,190
+30% +$333K 0.89% 31
2023
Q4 		$945K Buy
10,467
+1,546
+17% +$136K 0.58% 37
2023
Q3 		$723K Buy
8,921
+579
+7% +$49.5K 0.49% 48
2023
Q2 		$745K Sell
8,342
-95
-1% -$9K 0.49% 49
2023
Q1 		$845K Sell
8,437
-459
-5% -$46.3K 0.56% 43
2022
Q4 		$773K Sell
8,896
-1,225
-12% -$117K 0.41% 57
2022
Q3 		$955K Sell
10,121
-928
-8% -$99.3K 0.64% 43
2022
Q2 		$1.04M Buy
11,049
+1,812
+20% +$201K 0.67% 41
2022
Q1 		$1.27M Buy
9,237
+2,888
+45% +$418K 0.79% 27
2021
Q4 		$984K Buy
+6,349
New +$1.03M 0.78% 36

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

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

Resurgent Financial Advisors opened a new position in Walt Disney (DIS) in Q2 2026: 2,519 shares worth $242K. The stake represents 0.07% of the portfolio and ranks #263 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in DIS as recently as Q4 2025.

Resurgent Financial Advisors first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.67M in Q1 2024. 2,935 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Resurgent Financial Advisors held 2,519 shares of Walt Disney worth $242K as of Q2 2026.
  • Walt Disney was a new Resurgent Financial Advisors position in Q2 2026.
  • Walt Disney made up 0.07% of Resurgent Financial Advisors's portfolio in Q2 2026, its #263 holding.
  • Resurgent Financial Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's Walt Disney position peaked at $1.67M in Q1 2024.
  • 2,935 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.