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Summit Wealth Group (Colorado)’s Walt Disney DIS Stock Holding History

Summit Wealth Group (Colorado)’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 		$390K Sell
4,052
-297
-7% -$30.3K 0.03% 251
2026
Q1 		$419K Buy
4,349
+2,090
+93% +$221K 0.04% 199
2025
Q4 		$257K Sell
2,259
-10,305
-82% -$1.13M 0.03% 229
2025
Q3 		$1.02M Buy
12,564
+10,223
+437% +$1.2M 0.11% 159
2025
Q2 		$290K Buy
+2,341
New +$243K 0.07% 184

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

Summit Wealth Group (Colorado)'s DIS Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Walt Disney (DIS) stake by 6.8% in Q2 2026, selling an estimated $30.3K and leaving 4,052 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #251.

Summit Wealth Group (Colorado) first reported a position in DIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q3 2025. 2,943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Summit Wealth Group (Colorado) held 4,052 shares of Walt Disney worth $390K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 297 Walt Disney shares in Q2 2026, an estimated $30.3K.
  • Walt Disney made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #251 holding.
  • Summit Wealth Group (Colorado) first reported a position in Walt Disney in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s Walt Disney position peaked at $1.02M in Q3 2025.
  • 2,943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.