Vanguard Capital Wealth Advisors’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,500
Closed -$1.3K 143
2023
Q2
$1.3K Buy
+6,500
New +$616K ﹤0.01% 138

Other funds holding DIS

Vanguard Capital Wealth Advisors's DIS Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors held its Walt Disney (DIS) position steady in Q2 2026 at 2,342 shares worth $225K. The position accounts for 0.15% of the portfolio, ranked #113.

Vanguard Capital Wealth Advisors first reported a position in DIS in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.69M in Q4 2019. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Vanguard Capital Wealth Advisors held 2,342 shares of Walt Disney worth $225K as of Q2 2026.
  • Vanguard Capital Wealth Advisors left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.15% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • Vanguard Capital Wealth Advisors first reported a position in Walt Disney in Q4 2017 and has held it in 33 quarters since.
  • Vanguard Capital Wealth Advisors's Walt Disney position peaked at $1.69M in Q4 2019.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.