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Wealth Dimensions Group’s Walt Disney DIS Stock Holding History

Wealth Dimensions Group’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 		$350K Sell
3,640
-888
-20% -$90.5K 0.06% 133
2026
Q1 		$436K Buy
4,528
+145
+3% +$15.3K 0.09% 115
2025
Q4 		$499K Sell
4,383
-1,289
-23% -$142K 0.1% 102
2025
Q3 		$649K Sell
5,672
-361
-6% -$42.5K 0.13% 87
2025
Q2 		$748K Buy
6,033
+150
+3% +$15.6K 0.16% 76
2025
Q1 		$581K Sell
5,883
-171
-3% -$18.4K 0.14% 90
2024
Q4 		$674K Buy
6,054
+612
+11% +$64.3K 0.17% 73
2024
Q3 		$523K Buy
5,442
+73
+1% +$6.72K 0.13% 81
2024
Q2 		$533K Buy
5,369
+457
+9% +$49.2K 0.15% 77
2024
Q1 		$601K Sell
4,912
-489
-9% -$51.1K 0.18% 70
2023
Q4 		$488K Sell
5,401
-159
-3% -$14K 0.15% 75
2023
Q3 		$451K Sell
5,560
-6
-0.1% -$512 0.16% 79
2023
Q2 		$497K Buy
5,566
+795
+17% +$75.3K 0.18% 77
2023
Q1 		$478K Buy
4,771
+287
+6% +$28.9K 0.18% 75
2022
Q4 		$390K Sell
4,484
-552
-11% -$52.8K 0.16% 90
2022
Q3 		$475K Buy
5,036
+143
+3% +$15.3K 0.24% 57
2022
Q2 		$462K Buy
4,893
+396
+9% +$44K 0.22% 69
2022
Q1 		$617K Sell
4,497
-114
-2% -$16.5K 0.29% 58
2021
Q4 		$714K Buy
4,611
+673
+17% +$109K 0.35% 48
2021
Q3 		$666K Buy
3,938
+363
+10% +$64.7K 0.43% 45
2021
Q2 		$628K Buy
3,575
+125
+4% +$22.5K 0.43% 47
2021
Q1 		$637K Buy
3,450
+432
+14% +$79.7K 0.49% 40
2020
Q4 		$547K Buy
+3,018
New +$433K 0.47% 38

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 Dimensions Group's DIS Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Walt Disney (DIS) stake by 20% in Q2 2026, selling an estimated $90.5K and leaving 3,640 shares worth $350K. The position accounts for 0.06% of the portfolio, ranked #133.

Wealth Dimensions Group first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $748K in Q2 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Wealth Dimensions Group held 3,640 shares of Walt Disney worth $350K as of Q2 2026.
  • Wealth Dimensions Group sold 888 Walt Disney shares in Q2 2026, an estimated $90.5K.
  • Walt Disney made up 0.06% of Wealth Dimensions Group's portfolio in Q2 2026, its #133 holding.
  • Wealth Dimensions Group first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's Walt Disney position peaked at $748K in Q2 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.