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Wealth Advisory Solutions’s Walt Disney DIS Stock Holding History

Wealth Advisory Solutions’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 		$405K Sell
4,211
-541
-11% -$55.2K 0.08% 106
2026
Q1 		$458K Sell
4,752
-13
-0.3% -$1.37K 0.1% 98
2025
Q4 		$542K Sell
4,765
-1,132
-19% -$125K 0.13% 85
2025
Q3 		$675K Sell
5,897
-37
-0.6% -$4.36K 0.16% 83
2025
Q2 		$736K Sell
5,934
-592
-9% -$61.5K 0.19% 78
2025
Q1 		$644K Sell
6,526
-223
-3% -$24K 0.17% 80
2024
Q4 		$752K Sell
6,749
-68
-1% -$7.14K 0.21% 68
2024
Q3 		$656K Buy
6,817
+409
+6% +$37.6K 0.18% 71
2024
Q2 		$636K Sell
6,408
-474
-7% -$51K 0.17% 73
2024
Q1 		$842K Sell
6,882
-880
-11% -$91.9K 0.22% 67
2023
Q4 		$701K Sell
7,762
-27
-0.3% -$2.38K 0.24% 48
2023
Q3 		$631K Buy
+7,789
New +$665K 0.12% 86
2023
Q2 		– Sell
-6,322
Closed -$633K – 102
2023
Q1 		$633K Buy
6,322
+341
+6% +$34.4K 0.17% 83
2022
Q4 		$520K Buy
5,981
+94
+2% +$8.99K 0.14% 90
2022
Q3 		$555K Sell
5,887
-34,352
-85% -$3.68M 0.15% 91
2022
Q2 		$3.8M Sell
40,239
-889
-2% -$98.7K 0.93% 39
2022
Q1 		$5.64M Buy
+41,128
New +$5.95M 1.17% 26
2021
Q3 		$5.42M Buy
32,058
+1,212
+4% +$216K 1.21% 23
2021
Q2 		$5.42M Buy
30,846
+17,530
+132% +$3.15M 1.29% 20
2021
Q1 		$2.54M Buy
13,316
+1,796
+16% +$331K 0.53% 57
2020
Q4 		$2.09M Sell
11,520
-687
-6% -$98.6K 0.57% 49
2020
Q3 		$1.51M Buy
12,207
+4,111
+51% +$514K 0.4% 67
2020
Q2 		$903K Buy
8,096
+329
+4% +$36.3K 0.25% 86
2020
Q1 		$750K Sell
7,767
-515
-6% -$65.1K 0.25% 87
2019
Q4 		$1.2M Buy
+8,282
New +$1.16M 0.32% 81

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

Wealth Advisory Solutions's DIS Position: Q2 2026 in Review

Wealth Advisory Solutions reduced its Walt Disney (DIS) stake by 11% in Q2 2026, selling an estimated $55.2K and leaving 4,211 shares worth $405K. The position accounts for 0.08% of the portfolio, ranked #106.

Wealth Advisory Solutions first reported a position in DIS in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.64M in Q1 2022. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Wealth Advisory Solutions held 4,211 shares of Walt Disney worth $405K as of Q2 2026.
  • Wealth Advisory Solutions sold 541 Walt Disney shares in Q2 2026, an estimated $55.2K.
  • Walt Disney made up 0.08% of Wealth Advisory Solutions's portfolio in Q2 2026, its #106 holding.
  • Wealth Advisory Solutions first reported a position in Walt Disney in Q4 2019 and has held it in 25 quarters since.
  • Wealth Advisory Solutions's Walt Disney position peaked at $5.64M in Q1 2022.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.