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VestGen Advisors’s Walt Disney DIS Stock Holding History

VestGen Advisors’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 		$1.7M Sell
17,664
-907
-5% -$92.5K 0.05% 336
2026
Q1 		$1.97M Buy
18,571
+4,472
+32% +$473K 0.05% 306
2025
Q4 		$1.6M Sell
14,099
-584
-4% -$64.3K 0.07% 267
2025
Q3 		$1.68M Buy
14,683
+8,539
+139% +$1.01M 0.06% 275
2025
Q2 		$750K Sell
6,144
-208
-3% -$21.6K 0.03% 370
2025
Q1 		$627K Buy
+6,352
New +$683K 0.03% 355

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

VestGen Advisors's DIS Position: Q2 2026 in Review

VestGen Advisors reduced its Walt Disney (DIS) stake by 4.9% in Q2 2026, selling an estimated $92.5K and leaving 17,664 shares worth $1.7M. The position accounts for 0.05% of the portfolio, ranked #336.

VestGen Advisors first reported a position in DIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.97M in Q1 2026. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • VestGen Advisors held 17,664 shares of Walt Disney worth $1.7M as of Q2 2026.
  • VestGen Advisors sold 907 Walt Disney shares in Q2 2026, an estimated $92.5K.
  • Walt Disney made up 0.05% of VestGen Advisors's portfolio in Q2 2026, its #336 holding.
  • VestGen Advisors first reported a position in Walt Disney in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Walt Disney position peaked at $1.97M in Q1 2026.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.