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Root Financial Partners’s Walt Disney DIS Stock Holding History

Root Financial 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 		$425K Sell
4,418
-227
-5% -$23.1K 0.02% 223
2026
Q1 		$448K Buy
4,645
+697
+18% +$73.7K 0.02% 182
2025
Q4 		$449K Sell
3,948
-579
-13% -$63.8K 0.02% 180
2025
Q3 		$518K Buy
4,527
+1,292
+40% +$152K 0.03% 140
2025
Q2 		$401K Buy
3,235
+171
+6% +$17.8K 0.04% 153
2025
Q1 		$302K Buy
3,064
+1,102
+56% +$118K 0.03% 154
2024
Q4 		$218K Buy
+1,962
New +$206K 0.03% 195

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

Root Financial Partners's DIS Position: Q2 2026 in Review

Root Financial Partners reduced its Walt Disney (DIS) stake by 4.9% in Q2 2026, selling an estimated $23.1K and leaving 4,418 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #223.

Root Financial Partners first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $518K in Q3 2025. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Root Financial Partners held 4,418 shares of Walt Disney worth $425K as of Q2 2026.
  • Root Financial Partners sold 227 Walt Disney shares in Q2 2026, an estimated $23.1K.
  • Walt Disney made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #223 holding.
  • Root Financial Partners first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Root Financial Partners's Walt Disney position peaked at $518K in Q3 2025.
  • 2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.