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Sovereign Financial Group’s Walt Disney DIS Stock Holding History

Sovereign Financial 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 		$426K Sell
4,426
-229
-5% -$23.3K 0.07% 247
2026
Q1 		$449K Buy
4,655
+92
+2% +$9.72K 0.08% 225
2025
Q4 		$519K Sell
4,563
-11
-0.2% -$1.21K 0.09% 189
2025
Q3 		$524K Sell
4,574
-134
-3% -$15.8K 0.1% 179
2025
Q2 		$584K Buy
4,708
+115
+3% +$11.9K 0.12% 152
2025
Q1 		$453K Sell
4,593
-59
-1% -$6.34K 0.1% 173
2024
Q4 		$518K Buy
4,652
+36
+0.8% +$3.78K 0.12% 156
2024
Q3 		$444K Buy
4,616
+79
+2% +$7.27K 0.1% 173
2024
Q2 		$450K Sell
4,537
-162
-3% -$17.4K 0.11% 166
2024
Q1 		$575K Buy
4,699
+1,459
+45% +$152K 0.15% 134
2023
Q4 		$293K Buy
3,240
+54
+2% +$4.76K 0.09% 189
2023
Q3 		$258K Sell
3,186
-639
-17% -$54.6K 0.09% 187
2023
Q2 		$341K Buy
3,825
+518
+16% +$49.1K 0.11% 176
2023
Q1 		$331K Sell
3,307
-78
-2% -$7.86K 0.12% 162
2022
Q4 		$294K Buy
3,385
+928
+38% +$88.8K 0.12% 169
2022
Q3 		$232K Buy
2,457
+251
+11% +$26.9K 0.09% 179
2022
Q2 		$208K Buy
2,206
+3
+0.1% +$333 0.08% 195
2022
Q1 		$302K Buy
2,203
+556
+34% +$80.4K 0.11% 169
2021
Q4 		$255K Sell
1,647
-336
-17% -$54.3K 0.1% 173
2021
Q3 		$335K Sell
1,983
-1,154
-37% -$206K 0.19% 115
2021
Q2 		$579K Hold
3,137
– – 0.35% 67
2021
Q1 		$579K Buy
3,137
+444
+16% +$81.9K 0.36% 65
2020
Q4 		$488K Buy
+2,693
New +$387K 0.35% 64

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

Sovereign Financial Group's DIS Position: Q2 2026 in Review

Sovereign Financial Group reduced its Walt Disney (DIS) stake by 4.9% in Q2 2026, selling an estimated $23.3K and leaving 4,426 shares worth $426K. The position accounts for 0.07% of the portfolio, ranked #247.

Sovereign Financial Group first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $584K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Sovereign Financial Group held 4,426 shares of Walt Disney worth $426K as of Q2 2026.
  • Sovereign Financial Group sold 229 Walt Disney shares in Q2 2026, an estimated $23.3K.
  • Walt Disney made up 0.07% of Sovereign Financial Group's portfolio in Q2 2026, its #247 holding.
  • Sovereign Financial Group first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's Walt Disney position peaked at $584K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.