SWM
DIS icon

SHP Wealth Management’s Walt Disney DIS Stock Holding History

SHP Wealth 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 		$811K Buy
8,423
+317
+4% +$32.3K 0.06% 124
2026
Q1 		$781K Buy
8,106
+42
+0.5% +$4.44K 0.06% 112
2025
Q4 		$917K Buy
+8,064
New +$888K 0.07% 89

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 $3.38T AUM 44.17% 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

SHP Wealth Management's DIS Position: Q2 2026 in Review

SHP Wealth Management increased its Walt Disney (DIS) stake by 3.9% in Q2 2026, buying an estimated $32.3K and bringing the position to 8,423 shares worth $811K. The position accounts for 0.06% of the portfolio, ranked #124.

SHP Wealth Management first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $917K in Q4 2025. 2,945 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • SHP Wealth Management held 8,423 shares of Walt Disney worth $811K as of Q2 2026.
  • SHP Wealth Management bought 317 Walt Disney shares in Q2 2026, an estimated $32.3K.
  • Walt Disney made up 0.06% of SHP Wealth Management's portfolio in Q2 2026, its #124 holding.
  • SHP Wealth Management first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Walt Disney position peaked at $917K in Q4 2025.
  • 2,945 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.