SHFP
DIS icon

Second Half Financial Partners’s Walt Disney DIS Stock Holding History

Second Half 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
Q1 		– Sell
-1,778
Closed -$202K – 108
2025
Q4 		$202K Sell
1,778
-500
-22% -$55.1K 0.09% 101
2025
Q3 		$261K Hold
2,278
– – 0.11% 79
2025
Q2 		$283K Sell
2,278
-55
-2% -$5.71K 0.13% 72
2025
Q1 		$230K Sell
2,333
-976
-29% -$105K 0.11% 75
2024
Q4 		$369K Sell
3,309
-186
-5% -$19.5K 0.18% 67
2024
Q3 		$336K Buy
+3,495
New +$322K 0.18% 71
2024
Q2 		– Sell
-4,413
Closed -$540K – 47
2024
Q1 		$540K Sell
4,413
-2
-0% -$209 0.24% 43
2023
Q4 		$399K Buy
4,415
+14
+0.3% +$1.23K 0.2% 35
2023
Q3 		$357K Buy
4,401
+33
+0.8% +$2.82K 0.18% 28
2023
Q2 		$390K Buy
4,368
+578
+15% +$54.8K 0.09% 112
2023
Q1 		$379K Sell
3,790
-145
-4% -$14.6K 0.23% 25
2022
Q4 		$427K Buy
3,935
+35
+0.9% +$3.35K 0.28% 29
2022
Q3 		$368K Sell
3,900
-1,286
-25% -$138K 0.46% 24
2022
Q2 		$957K Hold
5,186
– – 0.74% 34
2022
Q1 		$957K Buy
+5,186
New +$750K 0.74% 34

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Second Half Financial Partners's DIS Position: Q1 2026 in Review

Second Half Financial Partners sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,778 shares — an estimated $202K sold.

Second Half Financial Partners first reported a position in DIS in Q1 2022 and held it in 15 quarters. The position peaked at $957K in Q2 2022. 3,005 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Second Half Financial Partners reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Second Half Financial Partners sold 1,778 Walt Disney shares in Q1 2026, an estimated $202K.
  • Second Half Financial Partners first reported a position in Walt Disney in Q1 2022 and held it in 15 quarters.
  • Second Half Financial Partners's Walt Disney position peaked at $957K in Q2 2022.
  • 3,005 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Second Half Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.