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Walkner Condon Financial Advisors’s Walt Disney DIS Stock Holding History

Walkner Condon Financial 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 		$241K Sell
2,499
-503
-17% -$51.3K 0.03% 302
2026
Q1 		$289K Sell
3,002
-26
-0.9% -$2.75K 0.04% 248
2025
Q4 		$344K Sell
3,028
-32
-1% -$3.52K 0.05% 221
2025
Q3 		$350K Buy
3,060
+9
+0.3% +$1.06K 0.06% 220
2025
Q2 		$378K Buy
3,051
+178
+6% +$18.5K 0.07% 193
2025
Q1 		$284K Buy
2,873
+182
+7% +$19.6K 0.06% 210
2024
Q4 		$300K Buy
2,691
+146
+6% +$15.3K 0.06% 216
2024
Q3 		$245K Buy
+2,545
New +$234K 0.05% 239
2024
Q2 		– Sell
-3,085
Closed -$377K – 260
2024
Q1 		$377K Buy
3,085
+51
+2% +$5.33K 0.08% 186
2023
Q4 		$274K Buy
3,034
+390
+15% +$34.4K 0.06% 219
2023
Q3 		$214K Sell
2,644
-51
-2% -$4.36K 0.06% 229
2023
Q2 		$241K Buy
2,695
+543
+25% +$51.4K 0.06% 212
2023
Q1 		$215K Buy
+2,152
New +$217K 0.06% 217
2021
Q4 		– Sell
-1,295
Closed -$219K – 126
2021
Q3 		$219K Buy
1,295
+42
+3% +$7.49K 0.11% 131
2021
Q2 		$219K Buy
1,253
+23
+2% +$4.14K 0.08% 158
2021
Q1 		$227K Buy
1,230
+44
+4% +$8.11K 0.09% 155
2020
Q4 		$215K Buy
+1,186
New +$170K 0.09% 131

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

Walkner Condon Financial Advisors's DIS Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Walt Disney (DIS) stake by 17% in Q2 2026, selling an estimated $51.3K and leaving 2,499 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #302.

Walkner Condon Financial Advisors first reported a position in DIS in Q4 2020 and has held it in 17 quarters since. The position peaked at $378K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Walkner Condon Financial Advisors held 2,499 shares of Walt Disney worth $241K as of Q2 2026.
  • Walkner Condon Financial Advisors sold 503 Walt Disney shares in Q2 2026, an estimated $51.3K.
  • Walt Disney made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #302 holding.
  • Walkner Condon Financial Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 17 quarters since.
  • Walkner Condon Financial Advisors's Walt Disney position peaked at $378K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.