WA
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Wealth Alliance’s Walt Disney DIS Stock Holding History

Wealth Alliance’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 		$1.72M Sell
17,871
-1,026
-5% -$105K 0.14% 129
2026
Q1 		$1.82M Sell
18,897
-483
-2% -$51K 0.18% 113
2025
Q4 		$2.2M Buy
19,380
+894
+5% +$98.5K 0.22% 83
2025
Q3 		$2.12M Sell
18,486
-1,850
-9% -$218K 0.22% 83
2025
Q2 		$2.52M Buy
20,336
+1,421
+8% +$148K 0.28% 72
2025
Q1 		$1.87M Buy
18,915
+842
+5% +$90.5K 0.23% 85
2024
Q4 		$2.01M Sell
18,073
-1,391
-7% -$146K 0.24% 85
2024
Q3 		$1.87M Sell
19,464
-1,144
-6% -$105K 0.22% 91
2024
Q2 		$2.05M Sell
20,608
-288
-1% -$31K 0.26% 66
2024
Q1 		$2.56M Buy
20,896
+1,812
+9% +$189K 0.34% 56
2023
Q4 		$1.72M Sell
19,084
-999
-5% -$88.1K 0.24% 87
2023
Q3 		$1.63M Buy
20,083
+92
+0.5% +$7.86K 0.26% 82
2023
Q2 		$1.78M Sell
19,991
-2,945
-13% -$279K 0.27% 79
2023
Q1 		$2.3M Buy
22,936
+4,808
+27% +$485K 0.37% 50
2022
Q4 		$1.58M Sell
18,128
-7,265
-29% -$695K 0.28% 76
2022
Q3 		$2.4M Buy
25,393
+3,207
+14% +$343K 0.47% 31
2022
Q2 		$2.1M Buy
22,186
+10,796
+95% +$1.2M 0.4% 45
2022
Q1 		$1.56M Buy
11,390
+2,056
+22% +$297K 0.32% 63
2021
Q4 		$1.45M Sell
9,334
-3
-0% -$485 0.29% 73
2021
Q3 		$1.58M Buy
9,337
+151
+2% +$26.9K 0.35% 58
2021
Q2 		$1.61M Buy
9,186
+288
+3% +$51.8K 0.38% 55
2021
Q1 		$1.64M Buy
8,898
+1,042
+13% +$192K 0.46% 45
2020
Q4 		$1.42M Sell
7,856
-2,984
-28% -$428K 0.42% 51
2020
Q3 		$1.34M Sell
10,840
-426
-4% -$53.2K 0.48% 47
2020
Q2 		$1.26M Buy
11,266
+3,253
+41% +$359K 0.5% 43
2020
Q1 		$774K Sell
8,013
-3,445
-30% -$436K 0.42% 67
2019
Q4 		$1.66M Buy
+11,458
New +$1.6M 1.18% 31

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 Alliance's DIS Position: Q2 2026 in Review

Wealth Alliance reduced its Walt Disney (DIS) stake by 5.4% in Q2 2026, selling an estimated $105K and leaving 17,871 shares worth $1.72M. The position accounts for 0.14% of the portfolio, ranked #129.

Wealth Alliance first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.56M in Q1 2024. 2,928 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Wealth Alliance held 17,871 shares of Walt Disney worth $1.72M as of Q2 2026.
  • Wealth Alliance sold 1,026 Walt Disney shares in Q2 2026, an estimated $105K.
  • Walt Disney made up 0.14% of Wealth Alliance's portfolio in Q2 2026, its #129 holding.
  • Wealth Alliance first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • Wealth Alliance's Walt Disney position peaked at $2.56M in Q1 2024.
  • 2,928 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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