Tred Avon Family Wealth’s Walt Disney DIS Stock Holding History

Tred Avon Family Wealth’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	$1M	Buy	10,398 +37	+0.4%	+$3.77K	0.31%	91
2026 Q1	$999K	Buy	10,361 +2,068	+25%	+$219K	0.33%	82
2025 Q4	$943K	Sell	8,293 -196	-2%	-$21.6K	0.31%	84
2025 Q3	$972K	Buy	+8,489	New	+$1,000K	0.33%	83

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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's DIS Position: Q2 2026 in Review

Tred Avon Family Wealth increased its Walt Disney (DIS) stake by 0.36% in Q2 2026, buying an estimated $3.77K and bringing the position to 10,398 shares worth $1M. The position accounts for 0.31% of the portfolio, ranked #91.

Tred Avon Family Wealth first reported a position in DIS in Q3 2025 and has held it in 4 quarters since. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Tred Avon Family Wealth held 10,398 shares of Walt Disney worth $1M as of Q2 2026.
Tred Avon Family Wealth bought 37 Walt Disney shares in Q2 2026, an estimated $3.77K.
Walt Disney made up 0.31% of Tred Avon Family Wealth's portfolio in Q2 2026, its #91 holding.
Tred Avon Family Wealth first reported a position in Walt Disney in Q3 2025 and has held it in 4 quarters since.
2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.