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Simplicity Wealth’s Walt Disney DIS Stock Holding History

Simplicity Wealth’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 		$4.1M Buy
42,550
+8,772
+26% +$894K 0.14% 157
2026
Q1 		$3.26M Buy
33,778
+7,451
+28% +$787K 0.18% 119
2025
Q4 		$3M Buy
26,327
+3,544
+16% +$390K 0.18% 125
2025
Q3 		$2.61M Sell
22,783
-10,213
-31% -$1.2M 0.15% 149
2025
Q2 		$4.09M Buy
32,996
+15,858
+93% +$1.65M 0.17% 135
2025
Q1 		$1.69M Buy
17,138
+12,278
+253% +$1.32M 0.13% 174
2024
Q4 		$541K Sell
4,860
-10,306
-68% -$1.08M 0.11% 156
2024
Q3 		$1.46M Sell
15,166
-108,974
-88% -$10M 0.14% 140
2024
Q2 		$12.3M Buy
124,140
+3,995
+3% +$430K 0.28% 76
2024
Q1 		$14.7M Buy
+120,145
New +$12.5M 0.35% 51

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

Simplicity Wealth's DIS Position: Q2 2026 in Review

Simplicity Wealth increased its Walt Disney (DIS) stake by 26% in Q2 2026, buying an estimated $894K and bringing the position to 42,550 shares worth $4.1M. The position accounts for 0.14% of the portfolio, ranked #157.

Simplicity Wealth first reported a position in DIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.7M in Q1 2024. 2,932 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Simplicity Wealth held 42,550 shares of Walt Disney worth $4.1M as of Q2 2026.
  • Simplicity Wealth bought 8,772 Walt Disney shares in Q2 2026, an estimated $894K.
  • Walt Disney made up 0.14% of Simplicity Wealth's portfolio in Q2 2026, its #157 holding.
  • Simplicity Wealth first reported a position in Walt Disney in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's Walt Disney position peaked at $14.7M in Q1 2024.
  • 2,932 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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