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Sun Group Wealth Partners’s Walt Disney DIS Stock Holding History

Sun Group Wealth Partners’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 		$409K Buy
4,252
+49
+1% +$5K 0.28% 55
2026
Q1 		$405K Sell
4,203
-149
-3% -$15.7K 0.32% 47
2025
Q4 		$495K Buy
+4,352
New +$479K 0.4% 35

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

Sun Group Wealth Partners's DIS Position: Q2 2026 in Review

Sun Group Wealth Partners increased its Walt Disney (DIS) stake by 1.2% in Q2 2026, buying an estimated $5K and bringing the position to 4,252 shares worth $409K. The position accounts for 0.28% of the portfolio, ranked #55.

Sun Group Wealth Partners first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $495K in Q4 2025. 2,928 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Sun Group Wealth Partners held 4,252 shares of Walt Disney worth $409K as of Q2 2026.
  • Sun Group Wealth Partners bought 49 Walt Disney shares in Q2 2026, an estimated $5K.
  • Walt Disney made up 0.28% of Sun Group Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • Sun Group Wealth Partners first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Sun Group Wealth Partners's Walt Disney position peaked at $495K in Q4 2025.
  • 2,928 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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