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Sterling Wealth Management’s Walt Disney DIS Stock Holding History

Sterling 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 		$284K Buy
2,955
+1
+0% +$102 0.07% 102
2026
Q1 		$285K Sell
2,954
-28
-0.9% -$2.96K 0.08% 90
2025
Q4 		$339K Buy
2,982
+1
+0% +$110 0.1% 79
2025
Q3 		$341K Buy
2,981
+76
+3% +$8.95K 0.1% 78
2025
Q2 		$360K Buy
+2,905
New +$302K 0.12% 73
2024
Q4 		$322K Sell
2,894
-64
-2% -$6.72K 0.12% 84
2024
Q3 		$285K Buy
2,958
+64
+2% +$5.89K 0.11% 90
2024
Q2 		$287K Sell
2,894
-40
-1% -$4.31K 0.14% 82
2024
Q1 		$359K Hold
2,934
– – 0.18% 71
2023
Q4 		$265K Buy
+2,934
New +$259K 0.15% 77

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

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

Sterling Wealth Management increased its Walt Disney (DIS) stake by 0.03% in Q2 2026, buying an estimated $102 and bringing the position to 2,955 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #102.

Sterling Wealth Management first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $360K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Sterling Wealth Management held 2,955 shares of Walt Disney worth $284K as of Q2 2026.
  • Sterling Wealth Management bought 1 Walt Disney share in Q2 2026, an estimated $102.
  • Walt Disney made up 0.07% of Sterling Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Sterling Wealth Management first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
  • Sterling Wealth Management's Walt Disney position peaked at $360K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.