TWD
DIS icon

True Wealth Design’s Walt Disney DIS Stock Holding History

True Wealth Design’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 		$126K Sell
1,313
-127
-9% -$12.9K 0.03% 196
2026
Q1 		$139K Buy
1,440
+333
+30% +$35.2K 0.04% 149
2025
Q4 		$126K Sell
1,107
-15
-1% -$1.65K 0.04% 141
2025
Q3 		$128K Buy
1,122
+13
+1% +$1.53K 0.04% 121
2025
Q2 		$138K Buy
1,109
+94
+9% +$9.77K 0.05% 75
2025
Q1 		$100K Buy
1,015
+77
+8% +$8.28K 0.04% 89
2024
Q4 		$104K Sell
938
-8
-0.8% -$840 0.04% 71
2024
Q3 		$91K Sell
946
-295
-24% -$27.1K 0.04% 69
2024
Q2 		$123K Sell
1,241
-328
-21% -$35.3K 0.03% 132
2024
Q1 		$192K Sell
1,569
-269
-15% -$28.1K 0.05% 119
2023
Q4 		$166K Sell
1,838
-53
-3% -$4.67K 0.05% 117
2023
Q3 		$153K Hold
1,891
– – 0.05% 118
2023
Q2 		$169K Sell
1,891
-442
-19% -$41.9K 0.06% 115
2023
Q1 		$234K Buy
2,333
+17
+0.7% +$1.71K 0.1% 117
2022
Q4 		$201K Buy
+2,316
New +$222K 0.09% 110

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

True Wealth Design's DIS Position: Q2 2026 in Review

True Wealth Design reduced its Walt Disney (DIS) stake by 8.8% in Q2 2026, selling an estimated $12.9K and leaving 1,313 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #196.

True Wealth Design first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $234K in Q1 2023. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • True Wealth Design held 1,313 shares of Walt Disney worth $126K as of Q2 2026.
  • True Wealth Design sold 127 Walt Disney shares in Q2 2026, an estimated $12.9K.
  • Walt Disney made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #196 holding.
  • True Wealth Design first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Walt Disney position peaked at $234K in Q1 2023.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.