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Sunrise Financial Services’s Walt Disney DIS Stock Holding History

Sunrise Financial Services’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 		$10.3K Sell
107
-201
-65% -$20.5K 0.01% 230
2026
Q1 		$29.7K Buy
308
+24
+8% +$2.54K 0.02% 147
2025
Q4 		$32.3K Buy
+284
New +$31.3K 0.02% 126

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

Sunrise Financial Services's DIS Position: Q2 2026 in Review

Sunrise Financial Services reduced its Walt Disney (DIS) stake by 65% in Q2 2026, selling an estimated $20.5K and leaving 107 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #230.

Sunrise Financial Services first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $32.3K in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Sunrise Financial Services held 107 shares of Walt Disney worth $10.3K as of Q2 2026.
  • Sunrise Financial Services sold 201 Walt Disney shares in Q2 2026, an estimated $20.5K.
  • Walt Disney made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #230 holding.
  • Sunrise Financial Services first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Walt Disney position peaked at $32.3K in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.