True Link Financial Advisors’s Walt Disney DIS Stock Holding History

True Link Financial 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	–	Sell	-337	Closed	-$32.5K	–	178
2026 Q1	$32.5K	Buy	+337	New	+$35.6K	﹤0.01%	253
2022 Q1	–	Sell	-63	Closed	-$10K	–	164
2021 Q4	$10K	Sell	63 -48	-43%	-$7.75K	﹤0.01%	628
2021 Q3	$19K	Hold	111	–	–	﹤0.01%	575
2021 Q2	$20K	Buy	111 +14	+14%	+$2.52K	﹤0.01%	505
2021 Q1	$18K	Sell	97 -526	-84%	-$97K	﹤0.01%	578
2020 Q4	$113K	Buy	+623	New	+$89.4K	0.02%	363

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

True Link Financial Advisors's DIS Position: Q2 2026 in Review

True Link Financial Advisors sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 337 shares — an estimated $32.5K sold.

True Link Financial Advisors first reported a position in DIS in Q4 2020 and held it in 6 quarters. The position peaked at $113K in Q4 2020. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

True Link Financial Advisors reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 337 Walt Disney shares in Q2 2026, an estimated $32.5K.
True Link Financial Advisors first reported a position in Walt Disney in Q4 2020 and held it in 6 quarters.
True Link Financial Advisors's Walt Disney position peaked at $113K in Q4 2020.
2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.