Wealth Preservation Advisors’s Walt Disney DIS Stock Holding History

Wealth Preservation 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	–	Sell	-10	Closed	-$964	–	312
2026 Q1	$964	Sell	10 -545	-98%	-$57.6K	﹤0.01%	695
2025 Q4	$63.1K	Hold	555	–	–	0.03%	182
2025 Q3	$63.5K	Hold	555	–	–	0.04%	170
2025 Q2	$68.8K	Buy	555 +13	+2%	+$1.35K	0.04%	162
2025 Q1	$53.5K	Buy	+542	New	+$58.2K	0.04%	177

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Wealth Preservation Advisors sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 10 shares — an estimated $964 sold.

Wealth Preservation Advisors first reported a position in DIS in Q1 2025 and held it in 5 quarters. The position peaked at $68.8K in Q2 2025. 2,942 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Wealth Preservation Advisors reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 10 Walt Disney shares in Q2 2026, an estimated $964.
Wealth Preservation Advisors first reported a position in Walt Disney in Q1 2025 and held it in 5 quarters.
Wealth Preservation Advisors's Walt Disney position peaked at $68.8K in Q2 2025.
2,942 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.