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Twin City Private Wealth’s Walt Disney DIS Stock Holding History

Twin City Private 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 		$1.24M Sell
12,807
-95
-0.7% -$9.69K 0.87% 45
2026
Q1 		$1.24M Buy
12,902
+650
+5% +$68.7K 0.94% 42
2025
Q4 		$1.4M Buy
12,252
+631
+5% +$69.5K 1.06% 37
2025
Q3 		$1.33M Buy
11,621
+956
+9% +$113K 1.04% 38
2025
Q2 		$1.32M Sell
10,665
-625
-6% -$64.9K 1.08% 35
2025
Q1 		$1.11M Buy
11,290
+1,137
+11% +$122K 0.98% 39
2024
Q4 		$1.13M Buy
10,153
+1,578
+18% +$166K 1% 38
2024
Q3 		$825K Buy
8,575
+222
+3% +$20.4K 0.71% 56
2024
Q2 		$829K Buy
8,353
+1,019
+14% +$110K 0.78% 50
2024
Q1 		$897K Buy
+7,334
New +$766K 0.88% 44

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

Twin City Private Wealth's DIS Position: Q2 2026 in Review

Twin City Private Wealth reduced its Walt Disney (DIS) stake by 0.74% in Q2 2026, selling an estimated $9.69K and leaving 12,807 shares worth $1.24M. The position accounts for 0.87% of the portfolio, ranked #45.

Twin City Private Wealth first reported a position in DIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.4M in Q4 2025. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Twin City Private Wealth held 12,807 shares of Walt Disney worth $1.24M as of Q2 2026.
  • Twin City Private Wealth sold 95 Walt Disney shares in Q2 2026, an estimated $9.69K.
  • Walt Disney made up 0.87% of Twin City Private Wealth's portfolio in Q2 2026, its #45 holding.
  • Twin City Private Wealth first reported a position in Walt Disney in Q1 2024 and has held it in 10 quarters since.
  • Twin City Private Wealth's Walt Disney position peaked at $1.4M in Q4 2025.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.