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Spire Wealth Management’s Walt Disney DIS Stock Holding History

Spire Wealth Management’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 		$1.18M Sell
12,303
-9,010
-42% -$919K 0.04% 354
2026
Q1 		$2.05M Sell
21,313
-487
-2% -$51.5K 0.07% 253
2025
Q4 		$2.48M Buy
21,800
+9,194
+73% +$1.01M 0.08% 212
2025
Q3 		$1.44M Sell
12,606
-15,327
-55% -$1.81M 0.05% 312
2025
Q2 		$3.46M Sell
27,933
-4,056
-13% -$421K 0.12% 143
2025
Q1 		$3.16M Sell
31,989
-580
-2% -$62.3K 0.1% 184
2024
Q4 		$3.63M Buy
32,569
+156
+0.5% +$16.4K 0.11% 157
2024
Q3 		$3.12M Sell
32,413
-2,727
-8% -$251K 0.11% 161
2024
Q2 		$3.49M Sell
35,140
-10,334
-23% -$1.11M 0.12% 161
2024
Q1 		$5.56M Sell
45,474
-336
-0.7% -$35.1K 0.1% 144
2023
Q4 		$4.26M Sell
45,810
-3,109
-6% -$274K 0.14% 160
2023
Q3 		$3.96M Buy
48,919
+528
+1% +$45.1K 0.15% 151
2023
Q2 		$4.32M Sell
48,391
-3,734
-7% -$354K 0.16% 125
2023
Q1 		$5.22M Buy
52,125
+13,858
+36% +$1.4M 0.2% 107
2022
Q4 		$3.33M Sell
38,267
-1,391
-4% -$133K 0.19% 118
2022
Q3 		$3.74M Sell
39,658
-16,668
-30% -$1.78M 0.23% 101
2022
Q2 		$5.32M Sell
56,326
-11,410
-17% -$1.27M 0.22% 116
2022
Q1 		$9.36M Sell
67,736
-12,527
-16% -$1.81M 0.25% 112
2021
Q4 		$12.4M Sell
80,263
-54,297
-40% -$8.77M 0.28% 103
2021
Q3 		$22.7M Buy
134,560
+5,863
+5% +$1.05M 0.6% 34
2021
Q2 		$22.6M Buy
128,697
+426
+0.3% +$76.6K 0.61% 32
2021
Q1 		$23.6M Buy
+128,271
New +$23.7M 0.63% 31

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

Spire Wealth Management's DIS Position: Q2 2026 in Review

Spire Wealth Management reduced its Walt Disney (DIS) stake by 42% in Q2 2026, selling an estimated $919K and leaving 12,303 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #354.

Spire Wealth Management first reported a position in DIS in Q1 2021 and has held it in 22 quarters since. The position peaked at $23.6M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Spire Wealth Management held 12,303 shares of Walt Disney worth $1.18M as of Q2 2026.
  • Spire Wealth Management sold 9,010 Walt Disney shares in Q2 2026, an estimated $919K.
  • Walt Disney made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #354 holding.
  • Spire Wealth Management first reported a position in Walt Disney in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Walt Disney position peaked at $23.6M in Q1 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.