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Sound View Wealth Advisors Group’s Walt Disney DIS Stock Holding History

Sound View Wealth Advisors Group’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 		$1M Sell
10,413
-1,682
-14% -$171K 0.06% 192
2026
Q1 		$1.17M Buy
12,095
+496
+4% +$52.4K 0.08% 173
2025
Q4 		$1.32M Sell
11,599
-279
-2% -$30.7K 0.09% 165
2025
Q3 		$1.36M Sell
11,878
-454
-4% -$53.5K 0.09% 163
2025
Q2 		$1.53M Sell
12,332
-1,301
-10% -$135K 0.11% 148
2025
Q1 		$1.35M Sell
13,633
-1,535
-10% -$165K 0.11% 152
2024
Q4 		$1.69M Sell
15,168
-57
-0.4% -$5.99K 0.14% 133
2024
Q3 		$1.46M Buy
15,225
+2,176
+17% +$200K 0.12% 148
2024
Q2 		$1.3M Sell
13,049
-63
-0.5% -$6.78K 0.13% 136
2024
Q1 		$1.6M Sell
13,112
-548
-4% -$57.2K 0.17% 127
2023
Q4 		$1.23M Sell
13,660
-515
-4% -$45.4K 0.14% 142
2023
Q3 		$1.15M Sell
14,175
-26
-0.2% -$2.22K 0.14% 133
2023
Q2 		$1.27M Sell
14,201
-634
-4% -$60.1K 0.17% 121
2023
Q1 		$1.49M Buy
14,835
+1,175
+9% +$118K 0.2% 109
2022
Q4 		$1.23M Buy
13,660
+242
+2% +$23.1K 0.14% 142
2022
Q3 		$1.27M Sell
13,418
-3,954
-23% -$423K 0.28% 90
2022
Q2 		$1.64M Buy
17,372
+460
+3% +$51.1K 0.34% 76
2022
Q1 		$2.32M Buy
16,912
+1,075
+7% +$155K 0.44% 60
2021
Q4 		$2.45M Buy
15,837
+488
+3% +$78.8K 0.46% 56
2021
Q3 		$2.6M Buy
15,349
+188
+1% +$33.5K 0.54% 50
2021
Q2 		$2.67M Buy
15,161
+142
+0.9% +$25.5K 0.56% 49
2021
Q1 		$2.77M Sell
15,019
-103
-0.7% -$19K 0.65% 44
2020
Q4 		$2.74M Sell
15,122
-1,285
-8% -$184K 0.67% 43
2020
Q3 		$2.04M Buy
16,407
+835
+5% +$104K 0.54% 53
2020
Q2 		$1.74M Sell
15,572
-1,222
-7% -$135K 0.49% 57
2020
Q1 		$1.62M Buy
16,794
+995
+6% +$126K 0.56% 57
2019
Q4 		$2.29M Buy
15,799
+205
+1% +$28.6K 0.64% 50
2019
Q3 		$2.03M Sell
15,594
-135
-0.9% -$18.7K 0.61% 52
2019
Q2 		$2.2M Buy
+15,729
New +$2.09M 0.65% 50

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

Sound View Wealth Advisors Group's DIS Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Walt Disney (DIS) stake by 14% in Q2 2026, selling an estimated $171K and leaving 10,413 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #192.

Sound View Wealth Advisors Group first reported a position in DIS in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.77M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Sound View Wealth Advisors Group held 10,413 shares of Walt Disney worth $1M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 1,682 Walt Disney shares in Q2 2026, an estimated $171K.
  • Walt Disney made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #192 holding.
  • Sound View Wealth Advisors Group first reported a position in Walt Disney in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Walt Disney position peaked at $2.77M in Q1 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.