StrongBox Wealth’s Walt Disney DIS Stock Holding History

StrongBox 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	$89K	Buy	+925	New	+$94.3K	0.03%	134
2023 Q2	–	Sell	-2,147	Closed	-$215K	–	85
2023 Q1	$215K	Buy	+2,147	New	+$216K	0.14%	82
2022 Q4	–	Sell	-2,367	Closed	-$223K	–	79
2022 Q3	$223K	Sell	2,367 -146	-6%	-$15.6K	0.16%	75
2022 Q2	$237K	Sell	2,513 -450	-15%	-$49.9K	0.15%	78
2022 Q1	$406K	Sell	2,963 -244	-8%	-$35.3K	0.23%	68
2021 Q4	$497K	Buy	3,207 +275	+9%	+$44.4K	0.25%	66
2021 Q3	$496K	Buy	2,932 +336	+13%	+$59.9K	0.28%	63
2021 Q2	$456K	Buy	2,596 +660	+34%	+$119K	0.26%	69
2021 Q1	$357K	Hold	1,936	–	–	0.22%	70
2020 Q4	$351K	Sell	1,936 -107	-5%	-$15.4K	0.23%	71
2020 Q3	$253K	Sell	2,043 -4,377	-68%	-$547K	0.19%	71
2020 Q2	$716K	Sell	6,420 -3,777	-37%	-$417K	0.65%	47
2020 Q1	$985K	Buy	+10,197	New	+$1.29M	1.12%	32

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

StrongBox Wealth's DIS Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Walt Disney (DIS) in Q2 2026: 925 shares worth $89K. The stake represents 0.03% of the portfolio and ranks #134 among its holdings. This is a return to the name: StrongBox Wealth previously reported a position in DIS as recently as Q1 2023.

StrongBox Wealth first reported a position in DIS in Q1 2020 and has held it in 13 quarters since. The position peaked at $985K in Q1 2020. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

StrongBox Wealth held 925 shares of Walt Disney worth $89K as of Q2 2026.
Walt Disney was a new StrongBox Wealth position in Q2 2026.
Walt Disney made up 0.03% of StrongBox Wealth's portfolio in Q2 2026, its #134 holding.
StrongBox Wealth first reported a position in Walt Disney in Q1 2020 and has held it in 13 quarters since.
StrongBox Wealth's Walt Disney position peaked at $985K in Q1 2020.
2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.