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Spectrum Wealth Advisory Group’s Walt Disney DIS Stock Holding History

Spectrum Wealth Advisory 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 		$568K Sell
5,902
-100
-2% -$10.2K 0.16% 45
2026
Q1 		$578K Hold
6,002
– – 0.22% 38
2025
Q4 		$683K Sell
6,002
-56
-0.9% -$6.17K 0.25% 34
2025
Q3 		$694K Buy
6,058
+1
+0% +$118 0.29% 31
2025
Q2 		$751K Sell
6,057
-1,804
-23% -$187K 0.35% 27
2025
Q1 		$776K Sell
7,861
-50
-0.6% -$5.37K 0.37% 25
2024
Q4 		$881K Buy
7,911
+70
+0.9% +$7.35K 0.42% 26
2024
Q3 		$754K Sell
7,841
-205
-3% -$18.9K 0.42% 24
2024
Q2 		$799K Buy
8,046
+101
+1% +$10.9K 0.85% 14
2024
Q1 		$972K Sell
7,945
-5
-0.1% -$522 1.12% 13
2023
Q4 		$718K Hold
7,950
– – 0.89% 15
2023
Q3 		$644K Buy
7,950
+152
+2% +$13K 0.89% 14
2023
Q2 		$696K Buy
7,798
+3,184
+69% +$302K 0.92% 15
2023
Q1 		$462K Sell
4,614
-3,225
-41% -$325K 0.62% 21
2022
Q4 		$681K Sell
7,839
-52
-0.7% -$4.97K 0.95% 17
2022
Q3 		$744K Buy
+7,891
New +$845K 0.93% 20
2022
Q2 		– Sell
-1,882
Closed -$258K – 44
2022
Q1 		$258K Buy
+1,882
New +$272K 0.25% 42
2021
Q2 		– Sell
-1,083
Closed -$200K – 45
2021
Q1 		$200K Sell
1,083
-91
-8% -$16.8K 0.19% 38
2020
Q4 		$213K Sell
1,174
-1,155
-50% -$166K 0.24% 34
2020
Q3 		$288K Buy
+2,329
New +$291K 0.18% 37

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

Spectrum Wealth Advisory Group's DIS Position: Q2 2026 in Review

Spectrum Wealth Advisory Group reduced its Walt Disney (DIS) stake by 1.7% in Q2 2026, selling an estimated $10.2K and leaving 5,902 shares worth $568K. The position accounts for 0.16% of the portfolio, ranked #45.

Spectrum Wealth Advisory Group first reported a position in DIS in Q3 2020 and has held it in 20 quarters since. The position peaked at $972K in Q1 2024. 2,938 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Spectrum Wealth Advisory Group held 5,902 shares of Walt Disney worth $568K as of Q2 2026.
  • Spectrum Wealth Advisory Group sold 100 Walt Disney shares in Q2 2026, an estimated $10.2K.
  • Walt Disney made up 0.16% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #45 holding.
  • Spectrum Wealth Advisory Group first reported a position in Walt Disney in Q3 2020 and has held it in 20 quarters since.
  • Spectrum Wealth Advisory Group's Walt Disney position peaked at $972K in Q1 2024.
  • 2,938 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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