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SteelPeak Wealth’s Walt Disney DIS Stock Holding History

SteelPeak 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 		$3.34M Sell
34,436
-5,246
-13% -$535K 0.09% 176
2026
Q1 		$3.82M Buy
39,682
+25,604
+182% +$2.71M 0.12% 135
2025
Q4 		$1.61M Sell
14,078
-3,165
-18% -$349K 0.05% 231
2025
Q3 		$1.97M Buy
17,243
+1,836
+12% +$216K 0.07% 221
2025
Q2 		$1.91M Sell
15,407
-357
-2% -$37.1K 0.07% 195
2025
Q1 		$1.56M Buy
15,764
+1,643
+12% +$177K 0.06% 204
2024
Q4 		$1.58M Buy
14,121
+149
+1% +$15.7K 0.06% 194
2024
Q3 		$1.34M Sell
13,972
-18,044
-56% -$1.66M 0.06% 199
2024
Q2 		$3.18M Buy
32,016
+4,707
+17% +$507K 0.15% 112
2024
Q1 		$3.34M Sell
27,309
-2,394
-8% -$250K 0.17% 111
2023
Q4 		$2.69M Sell
29,703
-4,967
-14% -$438K 0.16% 111
2023
Q3 		$2.81M Sell
34,670
-32,931
-49% -$2.81M 0.18% 111
2023
Q2 		$6.04M Buy
67,601
+13,656
+25% +$1.29M 0.36% 63
2023
Q1 		$5.4M Buy
53,945
+3,970
+8% +$400K 0.37% 66
2022
Q4 		$4.34M Sell
49,975
-1,086
-2% -$104K 0.32% 68
2022
Q3 		$4.82M Sell
51,061
-2,842
-5% -$304K 0.36% 64
2022
Q2 		$5.09M Buy
53,903
+4,345
+9% +$482K 0.37% 62
2022
Q1 		$6.8M Buy
49,558
+2,913
+6% +$421K 0.38% 66
2021
Q4 		$7.22M Buy
46,645
+1,549
+3% +$250K 0.41% 59
2021
Q3 		$7.63M Sell
45,096
-8,782
-16% -$1.57M 0.5% 59
2021
Q2 		$9.47M Buy
53,878
+3,248
+6% +$584K 0.66% 42
2021
Q1 		$9.34M Buy
50,630
+6,227
+14% +$1.15M 0.74% 38
2020
Q4 		$8.04M Buy
44,403
+613
+1% +$88K 0.73% 35
2020
Q3 		$5.43M Sell
43,790
-498
-1% -$62.2K 0.58% 45
2020
Q2 		$4.94M Sell
44,288
-15,977
-27% -$1.76M 0.62% 44
2020
Q1 		$5.82M Buy
60,265
+24,226
+67% +$3.06M 0.92% 27
2019
Q4 		$5.21M Buy
+36,039
New +$5.03M 0.72% 40

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

SteelPeak Wealth's DIS Position: Q2 2026 in Review

SteelPeak Wealth reduced its Walt Disney (DIS) stake by 13% in Q2 2026, selling an estimated $535K and leaving 34,436 shares worth $3.34M. The position accounts for 0.09% of the portfolio, ranked #176.

SteelPeak Wealth first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.47M in Q2 2021. 2,928 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • SteelPeak Wealth held 34,436 shares of Walt Disney worth $3.34M as of Q2 2026.
  • SteelPeak Wealth sold 5,246 Walt Disney shares in Q2 2026, an estimated $535K.
  • Walt Disney made up 0.09% of SteelPeak Wealth's portfolio in Q2 2026, its #176 holding.
  • SteelPeak Wealth first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Walt Disney position peaked at $9.47M in Q2 2021.
  • 2,928 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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