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Torrey-Payne Wealth Management’s Walt Disney DIS Stock Holding History

Torrey-Payne Wealth Management’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 		$1.09M Hold
11,310
– – 0.9% 17
2026
Q1 		$1.09M Hold
11,310
– – 1% 16
2025
Q4 		$1.26M Buy
+11,310
New +$1.25M 1.13% 15

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

Torrey-Payne Wealth Management's DIS Position: Q2 2026 in Review

Torrey-Payne Wealth Management held its Walt Disney (DIS) position steady in Q2 2026 at 11,310 shares worth $1.09M. The position accounts for 0.9% of the portfolio, ranked #17.

Torrey-Payne Wealth Management first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.26M in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Torrey-Payne Wealth Management held 11,310 shares of Walt Disney worth $1.09M as of Q2 2026.
  • Torrey-Payne Wealth Management left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.9% of Torrey-Payne Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Torrey-Payne Wealth Management first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Torrey-Payne Wealth Management's Walt Disney position peaked at $1.26M in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Torrey-Payne Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.