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Safeguard Investment Advisory Group’s Walt Disney DIS Stock Holding History

Safeguard Investment Advisory Group’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 		$555K Sell
5,766
-139
-2% -$14.2K 0.13% 79
2026
Q1 		$569K Sell
5,905
-83
-1% -$8.77K 0.16% 64
2025
Q4 		$681K Buy
5,988
+53
+0.9% +$5.84K 0.17% 55
2025
Q3 		$680K Buy
5,935
+186
+3% +$21.9K 0.17% 59
2025
Q2 		$713K Sell
5,749
-2,843
-33% -$295K 0.18% 60
2025
Q1 		$848K Buy
8,592
+4,678
+120% +$503K 0.23% 48
2024
Q4 		$436K Sell
3,914
-1,133
-22% -$119K 0.12% 64
2024
Q3 		$486K Sell
5,047
-43
-0.8% -$3.96K 0.14% 57
2024
Q2 		$505K Buy
5,090
+143
+3% +$15.4K 0.16% 56
2024
Q1 		$605K Sell
4,947
-115
-2% -$12K 0.21% 49
2023
Q4 		$457K Sell
5,062
-19
-0.4% -$1.68K 0.17% 55
2023
Q3 		$412K Buy
5,081
+143
+3% +$12.2K 0.18% 57
2023
Q2 		$441K Buy
4,938
+271
+6% +$25.7K 0.19% 56
2023
Q1 		$467K Buy
4,667
+467
+11% +$47.1K 0.22% 53
2022
Q4 		$365K Buy
4,200
+4
+0.1% +$383 0.22% 60
2022
Q3 		$395K Buy
4,196
+212
+5% +$22.7K 0.27% 51
2022
Q2 		$546K Hold
3,984
– – 0.34% 49
2022
Q1 		$546K Buy
3,984
+249
+7% +$36K 0.37% 43
2021
Q4 		$578K Sell
3,735
-1
-0% -$162 0.34% 45
2021
Q3 		$632K Sell
3,736
-4,312
-54% -$769K 0.41% 41
2021
Q2 		$1.41M Buy
8,048
+5,633
+233% +$1.01M 1.01% 20
2021
Q1 		$445K Sell
2,415
-35
-1% -$6.46K 0.4% 46
2020
Q4 		$444K Buy
+2,450
New +$352K 0.39% 49

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

Safeguard Investment Advisory Group's DIS Position: Q2 2026 in Review

Safeguard Investment Advisory Group reduced its Walt Disney (DIS) stake by 2.4% in Q2 2026, selling an estimated $14.2K and leaving 5,766 shares worth $555K. The position accounts for 0.13% of the portfolio, ranked #79.

Safeguard Investment Advisory Group first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.41M in Q2 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Safeguard Investment Advisory Group held 5,766 shares of Walt Disney worth $555K as of Q2 2026.
  • Safeguard Investment Advisory Group sold 139 Walt Disney shares in Q2 2026, an estimated $14.2K.
  • Walt Disney made up 0.13% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #79 holding.
  • Safeguard Investment Advisory Group first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Safeguard Investment Advisory Group's Walt Disney position peaked at $1.41M in Q2 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.