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Tanglewood Legacy Advisors’s Walt Disney DIS Stock Holding History

Tanglewood Legacy Advisors’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 		$242K Hold
2,514
– – 0.08% 95
2026
Q1 		$242K Hold
2,514
– – 0.09% 94
2025
Q4 		$286K Hold
2,514
– – 0.11% 90
2025
Q3 		$288K Hold
2,514
– – 0.11% 86
2025
Q2 		$312K Hold
2,514
– – 0.13% 79
2025
Q1 		$248K Hold
2,514
– – 0.11% 86
2024
Q4 		$280K Hold
2,514
– – 0.12% 79
2024
Q3 		$242K Hold
2,514
– – 0.11% 77
2024
Q2 		$250K Hold
2,514
– – 0.12% 76
2024
Q1 		$308K Hold
2,514
– – 0.15% 69
2023
Q4 		$227K Hold
2,514
– – 0.12% 77
2023
Q3 		$204K Hold
2,514
– – 0.12% 81
2023
Q2 		$224K Hold
2,514
– – 0.13% 77
2023
Q1 		$252K Hold
2,514
– – 0.16% 65
2022
Q4 		$218K Buy
+2,514
New +$240K 0.16% 53

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

Tanglewood Legacy Advisors's DIS Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Walt Disney (DIS) position steady in Q2 2026 at 2,514 shares worth $242K. The position accounts for 0.08% of the portfolio, ranked #95.

Tanglewood Legacy Advisors first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $312K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Tanglewood Legacy Advisors held 2,514 shares of Walt Disney worth $242K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.08% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #95 holding.
  • Tanglewood Legacy Advisors first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • Tanglewood Legacy Advisors's Walt Disney position peaked at $312K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.