Strategic Wealth Advisors’s Walt Disney DIS Stock Holding History

Strategic Wealth Advisors’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	$2K	Hold	26	–	–	﹤0.01%	241
2026 Q1	$2K	Hold	26	–	–	﹤0.01%	243
2025 Q4	$2K	Buy	+26	New	+$2.86K	﹤0.01%	241

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 $3.38T AUM 44.17% 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

Strategic Wealth Advisors's DIS Position: Q2 2026 in Review

Strategic Wealth Advisors held its Walt Disney (DIS) position steady in Q2 2026 at 26 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Strategic Wealth Advisors first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Strategic Wealth Advisors held 26 shares of Walt Disney worth $2K as of Q2 2026.
Strategic Wealth Advisors left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up ﹤0.01% of Strategic Wealth Advisors's portfolio in Q2 2026, its #241 holding.
Strategic Wealth Advisors first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.