TRB Wealth Management’s Walt Disney DIS Stock Holding History

TRB 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	$457K	Buy	4,748 +2,111	+80%	+$215K	0.06%	159
2026 Q1	$254K	Buy	+2,637	New	+$279K	0.04%	230

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TRB Wealth Management's DIS Position: Q2 2026 in Review

TRB Wealth Management increased its Walt Disney (DIS) stake by 80% in Q2 2026, buying an estimated $215K and bringing the position to 4,748 shares worth $457K. The position accounts for 0.06% of the portfolio, ranked #159.

TRB Wealth Management first reported a position in DIS in Q1 2026 and has held it in 2 quarters since. 2,919 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

TRB Wealth Management held 4,748 shares of Walt Disney worth $457K as of Q2 2026.
TRB Wealth Management bought 2,111 Walt Disney shares in Q2 2026, an estimated $215K.
Walt Disney made up 0.06% of TRB Wealth Management's portfolio in Q2 2026, its #159 holding.
TRB Wealth Management first reported a position in Walt Disney in Q1 2026 and has held it in 2 quarters since.
2,919 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.