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Visionary Wealth Advisors’s Walt Disney DIS Stock Holding History

Visionary Wealth 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 		$238K Sell
2,471
-258
-9% -$26.3K 0.01% 608
2026
Q1 		$263K Sell
2,729
-308
-10% -$32.6K 0.01% 551
2025
Q4 		$346K Sell
3,037
-486
-14% -$53.5K 0.02% 465
2025
Q3 		$403K Buy
3,523
+6
+0.2% +$707 0.02% 430
2025
Q2 		$436K Buy
3,517
+355
+11% +$36.9K 0.02% 383
2025
Q1 		$312K Sell
3,162
-99
-3% -$10.6K 0.02% 430
2024
Q4 		$363K Sell
3,261
-327
-9% -$34.4K 0.02% 403
2024
Q3 		$345K Sell
3,588
-401
-10% -$36.9K 0.02% 403
2024
Q2 		$396K Sell
3,989
-1,197
-23% -$129K 0.03% 364
2024
Q1 		$635K Sell
5,186
-152
-3% -$15.9K 0.04% 291
2023
Q4 		$482K Sell
5,338
-251
-4% -$22.1K 0.04% 318
2023
Q3 		$453K Buy
5,589
+24
+0.4% +$2.05K 0.04% 316
2023
Q2 		$497K Sell
5,565
-164
-3% -$15.5K 0.04% 296
2023
Q1 		$574K Buy
5,729
+295
+5% +$29.7K 0.05% 262
2022
Q4 		$472K Sell
5,434
-602
-10% -$57.6K 0.04% 248
2022
Q3 		$569K Sell
6,036
-3,847
-39% -$412K 0.06% 210
2022
Q2 		$933K Sell
9,883
-1,227
-11% -$136K 0.08% 177
2022
Q1 		$1.52M Buy
11,110
+524
+5% +$75.8K 0.12% 146
2021
Q4 		$1.64M Buy
10,586
+1,446
+16% +$234K 0.13% 135
2021
Q3 		$1.55M Sell
9,140
-1,316
-13% -$235K 0.16% 119
2021
Q2 		$1.84M Sell
10,456
-79
-0.7% -$14.2K 0.18% 110
2021
Q1 		$1.94M Sell
10,535
-570
-5% -$105K 0.2% 111
2020
Q4 		$2.01M Buy
11,105
+645
+6% +$92.6K 0.23% 100
2020
Q3 		$1.3M Buy
10,460
+1,087
+12% +$136K 0.18% 109
2020
Q2 		$1.04M Sell
9,373
-1,274
-12% -$141K 0.16% 115
2020
Q1 		$1.03M Buy
10,647
+1,423
+15% +$180K 0.19% 97
2019
Q4 		$1.33M Buy
+9,224
New +$1.29M 0.24% 89

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

Visionary Wealth Advisors's DIS Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Walt Disney (DIS) stake by 9.5% in Q2 2026, selling an estimated $26.3K and leaving 2,471 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #608.

Visionary Wealth Advisors first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.01M in Q4 2020. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Visionary Wealth Advisors held 2,471 shares of Walt Disney worth $238K as of Q2 2026.
  • Visionary Wealth Advisors sold 258 Walt Disney shares in Q2 2026, an estimated $26.3K.
  • Walt Disney made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #608 holding.
  • Visionary Wealth Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's Walt Disney position peaked at $2.01M in Q4 2020.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.