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Sax Wealth Advisors’s Walt Disney DIS Stock Holding History

Sax Wealth 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 		$788K Buy
8,174
+117
+1% +$11.9K 0.03% 261
2026
Q1 		$917K Sell
8,057
-3,239
-29% -$342K 0.04% 206
2025
Q4 		$1.29M Buy
11,296
+1,631
+17% +$180K 0.06% 166
2025
Q3 		$1.11M Sell
9,665
-144
-1% -$17K 0.06% 172
2025
Q2 		$1.22M Buy
9,809
+1,064
+12% +$111K 0.07% 151
2025
Q1 		$863K Buy
8,745
+954
+12% +$103K 0.06% 160
2024
Q4 		$868K Sell
7,791
-923
-11% -$97K 0.07% 133
2024
Q3 		$838K Buy
8,714
+398
+5% +$36.6K 0.07% 107
2024
Q2 		$826K Buy
8,316
+27
+0.3% +$2.91K 0.08% 103
2024
Q1 		$1.01M Buy
8,289
+339
+4% +$35.4K 0.12% 71
2023
Q4 		$718K Buy
7,950
+3,045
+62% +$268K 0.12% 91
2023
Q3 		$398K Sell
4,905
-22
-0.4% -$1.88K 0.08% 123
2023
Q2 		$440K Sell
4,927
-12
-0.2% -$1.14K 0.09% 121
2023
Q1 		$495K Buy
4,939
+40
+0.8% +$4.03K 0.11% 110
2022
Q4 		$426K Buy
4,899
+50
+1% +$4.78K 0.1% 115
2022
Q3 		$457K Sell
4,849
-6,737
-58% -$721K 0.12% 104
2022
Q2 		$1.09M Buy
11,586
+64
+0.6% +$7.1K 0.28% 59
2022
Q1 		$1.58M Sell
11,522
-3,258
-22% -$471K 0.38% 44
2021
Q4 		$2.29M Buy
14,780
+750
+5% +$121K 0.48% 41
2021
Q3 		$2.37M Buy
14,030
+357
+3% +$63.6K 0.56% 36
2021
Q2 		$2.4M Buy
13,673
+139
+1% +$25K 0.82% 31
2021
Q1 		$2.5M Buy
13,534
+155
+1% +$28.6K 0.91% 32
2020
Q4 		$2.42M Buy
+13,379
New +$1.92M 1.11% 27

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

Sax Wealth Advisors's DIS Position: Q2 2026 in Review

Sax Wealth Advisors increased its Walt Disney (DIS) stake by 1.5% in Q2 2026, buying an estimated $11.9K and bringing the position to 8,174 shares worth $788K. The position accounts for 0.03% of the portfolio, ranked #261.

Sax Wealth Advisors first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.5M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Sax Wealth Advisors held 8,174 shares of Walt Disney worth $788K as of Q2 2026.
  • Sax Wealth Advisors bought 117 Walt Disney shares in Q2 2026, an estimated $11.9K.
  • Walt Disney made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #261 holding.
  • Sax Wealth Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's Walt Disney position peaked at $2.5M in Q1 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.