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Silverlake Wealth Management’s Walt Disney DIS Stock Holding History

Silverlake 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 		$547K Sell
5,687
-248
-4% -$25.3K 0.1% 219
2026
Q1 		$572K Sell
5,935
-47
-0.8% -$4.97K 0.12% 192
2025
Q4 		$681K Buy
5,982
+2,536
+74% +$279K 0.15% 157
2025
Q3 		$395K Sell
3,446
-479
-12% -$56.4K 0.1% 213
2025
Q2 		$487K Sell
3,925
-91
-2% -$9.46K 0.14% 169
2025
Q1 		$396K Hold
4,016
– – 0.15% 159
2024
Q4 		$447K Sell
4,016
-979
-20% -$103K 0.17% 144
2024
Q3 		$480K Sell
4,995
-159
-3% -$14.6K 0.18% 138
2024
Q2 		$512K Sell
5,154
-523
-9% -$56.3K 0.21% 114
2024
Q1 		$695K Sell
5,677
-1,320
-19% -$138K 0.35% 69
2023
Q4 		$632K Sell
6,997
-1,410
-17% -$124K 0.35% 71
2023
Q3 		$681K Sell
8,407
-6
-0.1% -$512 0.38% 69
2023
Q2 		$751K Sell
8,413
-467
-5% -$44.2K 0.42% 64
2023
Q1 		$889K Sell
8,880
-145
-2% -$14.6K 0.54% 47
2022
Q4 		$784K Sell
9,025
-82
-0.9% -$7.84K 0.49% 55
2022
Q3 		$859K Sell
9,107
-119
-1% -$12.7K 0.58% 42
2022
Q2 		$871K Sell
9,226
-131
-1% -$14.5K 0.57% 47
2022
Q1 		$1.28M Buy
9,357
+358
+4% +$51.8K 0.73% 35
2021
Q4 		$1.39M Buy
+8,999
New +$1.45M 0.75% 30

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

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

Silverlake Wealth Management reduced its Walt Disney (DIS) stake by 4.2% in Q2 2026, selling an estimated $25.3K and leaving 5,687 shares worth $547K. The position accounts for 0.1% of the portfolio, ranked #219.

Silverlake Wealth Management first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.39M in Q4 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Silverlake Wealth Management held 5,687 shares of Walt Disney worth $547K as of Q2 2026.
  • Silverlake Wealth Management sold 248 Walt Disney shares in Q2 2026, an estimated $25.3K.
  • Walt Disney made up 0.1% of Silverlake Wealth Management's portfolio in Q2 2026, its #219 holding.
  • Silverlake Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Silverlake Wealth Management's Walt Disney position peaked at $1.39M in Q4 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.