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Shrier Wealth Management’s Walt Disney DIS Stock Holding History

Shrier 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 		$1.02M Buy
10,576
+95
+0.9% +$9.69K 0.34% 64
2026
Q1 		$1.01M Buy
10,481
+894
+9% +$94.5K 0.37% 61
2025
Q4 		$1.09M Buy
+9,587
New +$1.06M 0.43% 57

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

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

Shrier Wealth Management increased its Walt Disney (DIS) stake by 0.91% in Q2 2026, buying an estimated $9.69K and bringing the position to 10,576 shares worth $1.02M. The position accounts for 0.34% of the portfolio, ranked #64.

Shrier Wealth Management first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q4 2025. 2,919 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Shrier Wealth Management held 10,576 shares of Walt Disney worth $1.02M as of Q2 2026.
  • Shrier Wealth Management bought 95 Walt Disney shares in Q2 2026, an estimated $9.69K.
  • Walt Disney made up 0.34% of Shrier Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Shrier Wealth Management first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Shrier Wealth Management's Walt Disney position peaked at $1.09M in Q4 2025.
  • 2,919 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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