Sterling Group Wealth Management’s Walt Disney DIS Stock Holding History

Sterling Group 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	–	Sell	-2,087	Closed	-$201K	–	65
2026 Q1	$201K	Buy	+2,087	New	+$221K	0.1%	57
2025 Q3	–	Sell	-1,741	Closed	-$216K	–	55
2025 Q2	$216K	Buy	+1,741	New	+$181K	0.12%	50
2023 Q3	–	Sell	-2,339	Closed	-$209K	–	50
2023 Q2	$209K	Hold	2,339	–	–	0.18%	49
2023 Q1	$234K	Sell	2,339 -323	-12%	-$32.6K	0.22%	45
2022 Q4	$231K	Buy	+2,662	New	+$255K	0.23%	43

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sterling Group Wealth Management's DIS Position: Q2 2026 in Review

Sterling Group Wealth Management sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 2,087 shares — an estimated $201K sold.

Sterling Group Wealth Management first reported a position in DIS in Q4 2022 and held it in 5 quarters. The position peaked at $234K in Q1 2023. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Sterling Group Wealth Management reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
Sterling Group Wealth Management sold 2,087 Walt Disney shares in Q2 2026, an estimated $201K.
Sterling Group Wealth Management first reported a position in Walt Disney in Q4 2022 and held it in 5 quarters.
Sterling Group Wealth Management's Walt Disney position peaked at $234K in Q1 2023.
2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.