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Secure Asset Management’s Walt Disney DIS Stock Holding History

Secure Asset Management’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 		$524K Sell
5,448
-878
-14% -$89.5K 0.07% 182
2026
Q1 		$610K Buy
6,326
+9
+0.1% +$951 0.1% 159
2025
Q4 		$719K Buy
6,317
+1,209
+24% +$133K 0.11% 155
2025
Q3 		$577K Buy
5,108
+233
+5% +$27.4K 0.1% 168
2025
Q2 		$605K Sell
4,875
-83
-2% -$8.62K 0.11% 170
2025
Q1 		$489K Sell
4,958
-62
-1% -$6.66K 0.1% 173
2024
Q4 		$559K Buy
5,020
+985
+24% +$103K 0.08% 180
2024
Q3 		$388K Buy
4,035
+463
+13% +$42.6K 0.07% 212
2024
Q2 		$355K Sell
3,572
-4,814
-57% -$518K 0.07% 207
2024
Q1 		$1.03M Sell
8,386
-2,129
-20% -$222K 0.24% 103
2023
Q4 		$949K Buy
10,515
+209
+2% +$18.4K 0.26% 96
2023
Q3 		$835K Buy
10,306
+1,177
+13% +$101K 0.25% 103
2023
Q2 		$815K Sell
9,129
-1,365
-13% -$129K 0.25% 93
2023
Q1 		$1.05M Buy
10,494
+3,003
+40% +$303K 0.35% 72
2022
Q4 		$651K Buy
7,491
+2,218
+42% +$212K 0.23% 102
2022
Q3 		$497K Sell
5,273
-926
-15% -$99.1K 0.28% 71
2022
Q2 		$585K Sell
6,199
-684
-10% -$75.9K 0.32% 65
2022
Q1 		$944K Sell
6,883
-716
-9% -$104K 0.43% 44
2021
Q4 		$1.18M Buy
7,599
+1,200
+19% +$194K 0.48% 38
2021
Q3 		$1.08M Buy
6,399
+812
+15% +$145K 0.53% 35
2021
Q2 		$982K Buy
5,587
+328
+6% +$59K 0.5% 36
2021
Q1 		$970K Buy
5,259
+22
+0.4% +$4.06K 0.54% 37
2020
Q4 		$949K Sell
5,237
-766
-13% -$110K 0.56% 41
2020
Q3 		$745K Sell
6,003
-561
-9% -$70.1K 0.51% 47
2020
Q2 		$732K Buy
6,564
+933
+17% +$103K 0.52% 49
2020
Q1 		$544K Buy
5,631
+1,764
+46% +$223K 0.59% 46
2019
Q4 		$559K Buy
+3,867
New +$540K 0.39% 68

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

Secure Asset Management's DIS Position: Q2 2026 in Review

Secure Asset Management reduced its Walt Disney (DIS) stake by 14% in Q2 2026, selling an estimated $89.5K and leaving 5,448 shares worth $524K. The position accounts for 0.07% of the portfolio, ranked #182.

Secure Asset Management first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.18M in Q4 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Secure Asset Management held 5,448 shares of Walt Disney worth $524K as of Q2 2026.
  • Secure Asset Management sold 878 Walt Disney shares in Q2 2026, an estimated $89.5K.
  • Walt Disney made up 0.07% of Secure Asset Management's portfolio in Q2 2026, its #182 holding.
  • Secure Asset Management first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • Secure Asset Management's Walt Disney position peaked at $1.18M in Q4 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.