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Vance Wealth’s Walt Disney DIS Stock Holding History

Vance 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 		$576K Buy
5,938
+233
+4% +$23.8K 0.13% 73
2026
Q1 		$550K Sell
5,705
-8
-0.1% -$846 0.16% 69
2025
Q4 		$654K Hold
5,713
– – 0.19% 64
2025
Q3 		$654K Sell
5,713
-593
-9% -$69.8K 0.2% 63
2025
Q2 		$782K Sell
6,306
-1,185
-16% -$123K 0.26% 59
2025
Q1 		$739K Sell
7,491
-37
-0.5% -$3.98K 0.28% 56
2024
Q4 		$838K Sell
7,528
-1,043
-12% -$110K 0.32% 45
2024
Q3 		$824K Sell
8,571
-66
-0.8% -$6.07K 0.31% 45
2024
Q2 		$858K Sell
8,637
-386
-4% -$41.6K 0.35% 41
2024
Q1 		$1.1M Buy
9,023
+65
+0.7% +$6.79K 0.44% 39
2023
Q4 		$809K Sell
8,958
-487
-5% -$42.9K 0.35% 40
2023
Q3 		$766K Sell
9,445
-438
-4% -$37.4K 0.36% 40
2023
Q2 		$882K Buy
9,883
+250
+3% +$23.7K 0.4% 38
2023
Q1 		$965K Buy
9,633
+803
+9% +$81K 0.52% 33
2022
Q4 		$767K Buy
8,830
+287
+3% +$27.5K 0.48% 33
2022
Q3 		$806K Sell
8,543
-19
-0.2% -$2.03K 0.62% 26
2022
Q2 		$808K Sell
8,562
-10
-0.1% -$1.11K 0.62% 26
2022
Q1 		$1.18M Sell
8,572
-175
-2% -$25.3K 1.49% 17
2021
Q4 		$1.35M Buy
+8,747
New +$1.41M 1.33% 9

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

Vance Wealth's DIS Position: Q2 2026 in Review

Vance Wealth increased its Walt Disney (DIS) stake by 4.1% in Q2 2026, buying an estimated $23.8K and bringing the position to 5,938 shares worth $576K. The position accounts for 0.13% of the portfolio, ranked #73.

Vance Wealth first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q4 2021. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Vance Wealth held 5,938 shares of Walt Disney worth $576K as of Q2 2026.
  • Vance Wealth bought 233 Walt Disney shares in Q2 2026, an estimated $23.8K.
  • Walt Disney made up 0.13% of Vance Wealth's portfolio in Q2 2026, its #73 holding.
  • Vance Wealth first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Vance Wealth's Walt Disney position peaked at $1.35M in Q4 2021.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.