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Strategic Wealth Investment Group’s Walt Disney DIS Stock Holding History

Strategic Wealth Investment Group’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 		$273K Sell
2,837
-18
-0.6% -$1.83K 0.03% 95
2026
Q1 		$275K Sell
2,855
-86
-3% -$9.09K 0.03% 83
2025
Q4 		$335K Sell
2,941
-1,954
-40% -$215K 0.04% 77
2025
Q3 		$561K Buy
4,895
+4,873
+22,150% +$574K 0.05% 82
2025
Q2 		$2.73K Buy
+22
New +$2.29K ﹤0.01% 116
2025
Q1 		– Sell
-10,309
Closed -$1.15M – 66
2024
Q4 		$1.15M Sell
10,309
-1,560
-13% -$164K 0.13% 68
2024
Q3 		$1.12M Sell
11,869
-57,586
-83% -$5.3M 0.12% 71
2024
Q2 		$6.81M Buy
+69,455
New +$7.48M 0.86% 41
2023
Q4 		$10.2M Sell
112,427
-1,604
-1% -$141K 1.53% 23
2023
Q3 		$9.24M Buy
114,031
+11,869
+12% +$1.01M 1.68% 20
2023
Q2 		$9.12M Buy
102,162
+24,960
+32% +$2.36M 1.45% 22
2023
Q1 		$7.73M Buy
77,202
+19,255
+33% +$1.94M 1.43% 22
2022
Q4 		$5.74M Buy
57,947
+12,544
+28% +$1.2M 1.33% 20
2022
Q3 		$4.28M Buy
45,403
+4,927
+12% +$527K 1.23% 21
2022
Q2 		$3.82M Buy
40,476
+3,328
+9% +$369K 0.96% 33
2022
Q1 		$5.09M Buy
37,148
+5,450
+17% +$788K 1.22% 23
2021
Q4 		$4.91M Buy
31,698
+3,473
+12% +$561K 1.28% 19
2021
Q3 		$4.88M Buy
28,225
+4,260
+18% +$759K 1.46% 17
2021
Q2 		$4.21M Buy
23,965
+5,332
+29% +$959K 1.49% 16
2021
Q1 		$3.44M Buy
18,633
+2,282
+14% +$421K 1.65% 14
2020
Q4 		$2.96M Buy
16,351
+1,436
+10% +$206K 1.74% 14
2020
Q3 		$1.85M Buy
14,915
+2,033
+16% +$254K 1.39% 17
2020
Q2 		$1.44M Buy
+12,882
New +$1.42M 1.41% 18
2020
Q1 		– Sell
-1,522
Closed -$220K – 47
2019
Q4 		$220K Buy
+1,522
New +$212K 0.23% 52

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

Strategic Wealth Investment Group's DIS Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its Walt Disney (DIS) stake by 0.63% in Q2 2026, selling an estimated $1.83K and leaving 2,837 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #95.

Strategic Wealth Investment Group first reported a position in DIS in Q4 2019 and has held it in 24 quarters since. The position peaked at $10.2M in Q4 2023. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Strategic Wealth Investment Group held 2,837 shares of Walt Disney worth $273K as of Q2 2026.
  • Strategic Wealth Investment Group sold 18 Walt Disney shares in Q2 2026, an estimated $1.83K.
  • Walt Disney made up 0.03% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #95 holding.
  • Strategic Wealth Investment Group first reported a position in Walt Disney in Q4 2019 and has held it in 24 quarters since.
  • Strategic Wealth Investment Group's Walt Disney position peaked at $10.2M in Q4 2023.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.