SW
DIS icon

SkyOak Wealth’s Walt Disney DIS Stock Holding History

SkyOak 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 		$232K Sell
2,406
-104
-4% -$10.6K 0.04% 224
2026
Q1 		$242K Buy
2,510
+66
+3% +$6.98K 0.04% 213
2025
Q4 		$278K Sell
2,444
-396
-14% -$43.6K 0.05% 194
2025
Q3 		$325K Buy
2,840
+6
+0.2% +$707 0.06% 176
2025
Q2 		$351K Hold
2,834
– – 0.07% 156
2025
Q1 		$280K Buy
2,834
+7
+0.2% +$752 0.06% 179
2024
Q4 		$315K Sell
2,827
-400
-12% -$42K 0.07% 173
2024
Q3 		$310K Sell
3,227
-1,495
-32% -$138K 0.07% 163
2024
Q2 		$469K Sell
4,722
-805
-15% -$86.7K 0.11% 122
2024
Q1 		$676K Buy
5,527
+6
+0.1% +$627 0.16% 98
2023
Q4 		$498K Sell
5,521
-52
-0.9% -$4.58K 0.13% 119
2023
Q3 		$452K Sell
5,573
-820
-13% -$70K 0.13% 116
2023
Q2 		$571K Sell
6,393
-810
-11% -$76.7K 0.16% 110
2023
Q1 		$721K Buy
7,203
+279
+4% +$28.1K 0.22% 93
2022
Q4 		$602K Buy
6,924
+521
+8% +$49.8K 0.2% 104
2022
Q3 		$604K Buy
6,403
+323
+5% +$34.6K 0.22% 101
2022
Q2 		$574K Buy
6,080
+1,000
+20% +$111K 0.2% 101
2022
Q1 		$697K Buy
5,080
+387
+8% +$55.9K 0.19% 105
2021
Q4 		$727K Buy
4,693
+520
+12% +$84K 0.18% 110
2021
Q3 		$706K Sell
4,173
-10
-0.2% -$1.78K 0.19% 107
2021
Q2 		$735K Hold
4,183
– – 0.2% 101
2021
Q1 		$767K Hold
4,183
– – 0.21% 99
2020
Q4 		$758K Sell
4,183
-700
-14% -$100K 0.24% 99
2020
Q3 		$606K Buy
4,883
+242
+5% +$30.2K 0.22% 106
2020
Q2 		$518K Buy
4,641
+235
+5% +$25.9K 0.19% 123
2020
Q1 		$426K Sell
4,406
-943
-18% -$119K 0.22% 109
2019
Q4 		$774K Buy
+5,349
New +$747K 0.24% 93

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

SkyOak Wealth's DIS Position: Q2 2026 in Review

SkyOak Wealth reduced its Walt Disney (DIS) stake by 4.1% in Q2 2026, selling an estimated $10.6K and leaving 2,406 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #224.

SkyOak Wealth first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $774K in Q4 2019. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • SkyOak Wealth held 2,406 shares of Walt Disney worth $232K as of Q2 2026.
  • SkyOak Wealth sold 104 Walt Disney shares in Q2 2026, an estimated $10.6K.
  • Walt Disney made up 0.04% of SkyOak Wealth's portfolio in Q2 2026, its #224 holding.
  • SkyOak Wealth first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • SkyOak Wealth's Walt Disney position peaked at $774K in Q4 2019.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.