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Richard W. Paul & Associates’s Walt Disney DIS Stock Holding History

Richard W. Paul & Associates’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 		$448K Buy
4,652
+2,339
+101% +$238K 0.14% 120
2026
Q1 		$223K Sell
2,313
-22
-0.9% -$2.33K 0.08% 154
2025
Q4 		$266K Sell
2,335
-160
-6% -$17.6K 0.09% 149
2025
Q3 		$286K Buy
2,495
+352
+16% +$41.5K 0.1% 152
2025
Q2 		$266K Sell
2,143
-16
-0.7% -$1.66K 0.1% 156
2025
Q1 		$213K Buy
2,159
+872
+68% +$93.7K 0.08% 162
2024
Q4 		$143K Buy
1,287
+1,262
+5,048% +$133K 0.05% 180
2024
Q3 		$2.4K Hold
25
– – ﹤0.01% 402
2024
Q2 		$2.48K Hold
25
– – ﹤0.01% 399
2024
Q1 		$3.06K Sell
25
-240
-91% -$25.1K ﹤0.01% 395
2023
Q4 		$23.9K Hold
265
– – 0.01% 243
2023
Q3 		$21.5K Hold
265
– – 0.01% 244
2023
Q2 		$23.7K Sell
265
-15
-5% -$1.42K 0.01% 258
2023
Q1 		$28K Sell
280
-1,000
-78% -$101K 0.01% 244
2022
Q4 		$111K Buy
+1,280
New +$122K 0.06% 188

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

Richard W. Paul & Associates's DIS Position: Q2 2026 in Review

Richard W. Paul & Associates increased its Walt Disney (DIS) stake by 101% in Q2 2026, buying an estimated $238K and bringing the position to 4,652 shares worth $448K. The position accounts for 0.14% of the portfolio, ranked #120.

Richard W. Paul & Associates first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Richard W. Paul & Associates held 4,652 shares of Walt Disney worth $448K as of Q2 2026.
  • Richard W. Paul & Associates bought 2,339 Walt Disney shares in Q2 2026, an estimated $238K.
  • Walt Disney made up 0.14% of Richard W. Paul & Associates's portfolio in Q2 2026, its #120 holding.
  • Richard W. Paul & Associates first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.