TWM
DIS icon

Trueblood Wealth Management’s Walt Disney DIS Stock Holding History

Trueblood 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 		$349K Buy
3,623
+76
+2% +$7.75K 0.12% 193
2026
Q1 		$342K Sell
3,547
-5
-0.1% -$528 0.13% 193
2025
Q4 		$404K Buy
3,552
+13
+0.4% +$1.43K 0.16% 171
2025
Q3 		$405K Hold
3,539
– – 0.16% 170
2025
Q2 		$439K Buy
3,539
+247
+8% +$25.7K 0.18% 157
2025
Q1 		$325K Buy
3,292
+18
+0.5% +$1.93K 0.15% 178
2024
Q4 		$365K Sell
3,274
-63
-2% -$6.62K 0.18% 164
2024
Q3 		$321K Sell
3,337
-5
-0.1% -$460 0.16% 171
2024
Q2 		$332K Sell
3,342
-2
-0.1% -$215 0.19% 150
2024
Q1 		$409K Sell
3,344
-49
-1% -$5.12K 0.23% 120
2023
Q4 		$306K Buy
+3,393
New +$299K 0.19% 146

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

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

Trueblood Wealth Management increased its Walt Disney (DIS) stake by 2.1% in Q2 2026, buying an estimated $7.75K and bringing the position to 3,623 shares worth $349K. The position accounts for 0.12% of the portfolio, ranked #193.

Trueblood Wealth Management first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $439K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Trueblood Wealth Management held 3,623 shares of Walt Disney worth $349K as of Q2 2026.
  • Trueblood Wealth Management bought 76 Walt Disney shares in Q2 2026, an estimated $7.75K.
  • Walt Disney made up 0.12% of Trueblood Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Trueblood Wealth Management first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's Walt Disney position peaked at $439K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.