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Towercrest Capital Management’s Walt Disney DIS Stock Holding History

Towercrest Capital 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 		$216K Sell
2,248
-35
-2% -$3.57K 0.03% 105
2026
Q1 		$220K Hold
2,283
– – 0.03% 95
2025
Q4 		$260K Hold
2,283
– – 0.04% 89
2025
Q3 		$261K Sell
2,283
-15
-0.7% -$1.77K 0.04% 87
2025
Q2 		$285K Hold
2,298
– – 0.05% 80
2025
Q1 		$227K Sell
2,298
-535
-19% -$57.5K 0.04% 83
2024
Q4 		$316K Buy
2,833
+3
+0.1% +$315 0.05% 86
2024
Q3 		$272K Sell
2,830
-26
-0.9% -$2.39K 0.04% 93
2024
Q2 		$284K Buy
2,856
+12
+0.4% +$1.29K 0.05% 93
2024
Q1 		$348K Sell
2,844
-2
-0.1% -$209 0.06% 85
2023
Q4 		$257K Sell
2,846
-1,133
-28% -$99.9K 0.05% 93
2023
Q3 		$322K Buy
3,979
+40
+1% +$3.42K 0.06% 83
2023
Q2 		$352K Buy
3,939
+224
+6% +$21.2K 0.07% 81
2023
Q1 		$372K Hold
3,715
– – 0.08% 70
2022
Q4 		$323K Buy
3,715
+175
+5% +$16.7K 0.07% 71
2022
Q3 		$334K Buy
3,540
+1
+0% +$107 0.08% 66
2022
Q2 		$334K Buy
3,539
+8
+0.2% +$888 0.07% 68
2022
Q1 		$484K Buy
3,531
+9
+0.3% +$1.3K 0.09% 62
2021
Q4 		$545K Hold
3,522
– – 0.1% 58
2021
Q3 		$596K Buy
3,522
+902
+34% +$161K 0.11% 57
2021
Q2 		$460K Buy
2,620
+53
+2% +$9.53K 0.09% 61
2021
Q1 		$474K Sell
2,567
-15
-0.6% -$2.77K 0.1% 59
2020
Q4 		$468K Buy
+2,582
New +$371K 0.11% 58

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

Towercrest Capital Management's DIS Position: Q2 2026 in Review

Towercrest Capital Management reduced its Walt Disney (DIS) stake by 1.5% in Q2 2026, selling an estimated $3.57K and leaving 2,248 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #105.

Towercrest Capital Management first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $596K in Q3 2021. 2,942 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Towercrest Capital Management held 2,248 shares of Walt Disney worth $216K as of Q2 2026.
  • Towercrest Capital Management sold 35 Walt Disney shares in Q2 2026, an estimated $3.57K.
  • Walt Disney made up 0.03% of Towercrest Capital Management's portfolio in Q2 2026, its #105 holding.
  • Towercrest Capital Management first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Towercrest Capital Management's Walt Disney position peaked at $596K in Q3 2021.
  • 2,942 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Towercrest Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.