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ViaWealth’s Walt Disney DIS Stock Holding History

ViaWealth’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 		$224K Sell
2,331
-48
-2% -$4.89K 0.11% 158
2026
Q1 		$229K Sell
2,379
-128
-5% -$13.5K 0.13% 148
2025
Q4 		$285K Sell
2,507
-321
-11% -$35.4K 0.16% 131
2025
Q3 		$324K Sell
2,828
-577
-17% -$68K 0.18% 131
2025
Q2 		$422K Sell
3,405
-1,451
-30% -$151K 0.25% 114
2025
Q1 		$479K Sell
4,856
-813
-14% -$87.4K 0.3% 101
2024
Q4 		$631K Sell
5,669
-1,317
-19% -$138K 0.38% 82
2024
Q3 		$672K Buy
6,986
+136
+2% +$12.5K 0.39% 81
2024
Q2 		$680K Sell
6,850
-351
-5% -$37.8K 0.42% 72
2024
Q1 		$881K Sell
7,201
-42
-0.6% -$4.39K 0.55% 58
2023
Q4 		$654K Sell
7,243
-1,290
-15% -$114K 0.45% 78
2023
Q3 		$692K Sell
8,533
-325
-4% -$27.8K 0.51% 62
2023
Q2 		$791K Sell
8,858
-590
-6% -$55.9K 0.59% 55
2023
Q1 		$946K Buy
9,448
+930
+11% +$93.8K 0.75% 35
2022
Q4 		$807K Buy
+8,518
New +$815K 0.66% 49

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

ViaWealth's DIS Position: Q2 2026 in Review

ViaWealth reduced its Walt Disney (DIS) stake by 2% in Q2 2026, selling an estimated $4.89K and leaving 2,331 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #158.

ViaWealth first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $946K in Q1 2023. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • ViaWealth held 2,331 shares of Walt Disney worth $224K as of Q2 2026.
  • ViaWealth sold 48 Walt Disney shares in Q2 2026, an estimated $4.89K.
  • Walt Disney made up 0.11% of ViaWealth's portfolio in Q2 2026, its #158 holding.
  • ViaWealth first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • ViaWealth's Walt Disney position peaked at $946K in Q1 2023.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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