Vision Retirement’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$93.3K Buy
969
+49
+5% +$5K 0.02% 174
2026
Q1
$88.7K Hold
920
0.03% 168
2025
Q4
$105K Buy
+920
New +$101K 0.03% 163

Other funds holding DIS

Vision Retirement's DIS Position: Q2 2026 in Review

Vision Retirement increased its Walt Disney (DIS) stake by 5.3% in Q2 2026, buying an estimated $5K and bringing the position to 969 shares worth $93.3K. The position accounts for 0.02% of the portfolio, ranked #174.

Vision Retirement first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $105K in Q4 2025. 2,814 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Vision Retirement held 969 shares of Walt Disney worth $93.3K as of Q2 2026.
  • Vision Retirement bought 49 Walt Disney shares in Q2 2026, an estimated $5K.
  • Walt Disney made up 0.02% of Vision Retirement's portfolio in Q2 2026, its #174 holding.
  • Vision Retirement first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Walt Disney position peaked at $105K in Q4 2025.
  • 2,814 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.