Wealthcare Advisory Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.46M | Sell |
46,373
-4,300
| -8% | -$438K | 0.08% | 192 |
|
|
2026
Q1 | $4.88M | Sell |
50,673
-1,325
| -3% | -$140K | 0.1% | 185 |
|
|
2025
Q4 | $5.92M | Buy |
51,998
+28,226
| +119% | +$3.11M | 0.12% | 156 |
|
|
2025
Q3 | $2.72M | Sell |
23,772
-2,220
| -9% | -$261K | 0.06% | 277 |
|
|
2025
Q2 | $3.22M | Sell |
25,992
-5,960
| -19% | -$619K | 0.07% | 225 |
|
|
2025
Q1 | $3.15M | Sell |
31,952
-49
| -0.2% | -$5.27K | 0.08% | 206 |
|
|
2024
Q4 | $3.56M | Sell |
32,001
-740
| -2% | -$77.7K | 0.1% | 172 |
|
|
2024
Q3 | $3.15M | Buy |
32,741
+61
| +0.2% | +$5.61K | 0.09% | 193 |
|
|
2024
Q2 | $3.24M | Buy |
32,680
+3,208
| +11% | +$345K | 0.1% | 160 |
|
|
2024
Q1 | $3.61M | Buy |
29,472
+929
| +3% | +$97K | 0.12% | 146 |
|
|
2023
Q4 | $2.58M | Sell |
28,543
-819
| -3% | -$72.2K | 0.1% | 165 |
|
|
2023
Q3 | $2.38M | Sell |
29,362
-3,332
| -10% | -$285K | 0.11% | 153 |
|
|
2023
Q2 | $2.92M | Sell |
32,694
-4,909
| -13% | -$465K | 0.13% | 138 |
|
|
2023
Q1 | $3.77M | Sell |
37,603
-29
| -0.1% | -$2.92K | 0.16% | 104 |
|
|
2022
Q4 | $3.27M | Buy |
37,632
+598
| +2% | +$57.2K | 0.16% | 112 |
|
|
2022
Q3 | $3.49M | Buy |
37,034
+827
| +2% | +$88.5K | 0.2% | 92 |
|
|
2022
Q2 | $3.42M | Buy |
36,207
+3,503
| +11% | +$389K | 0.21% | 82 |
|
|
2022
Q1 | $4.49M | Buy |
32,704
+839
| +3% | +$121K | 0.27% | 55 |
|
|
2021
Q4 | $4.93M | Buy |
31,865
+1,063
| +3% | +$172K | 0.3% | 50 |
|
|
2021
Q3 | $5.21M | Buy |
30,802
+829
| +3% | +$148K | 0.34% | 45 |
|
|
2021
Q2 | $5.27M | Buy |
29,973
+1,166
| +4% | +$210K | 0.35% | 42 |
|
|
2021
Q1 | $5.32M | Buy |
28,807
+1,986
| +7% | +$366K | 0.39% | 35 |
|
|
2020
Q4 | $4.86M | Buy |
26,821
+368
| +1% | +$52.8K | 0.43% | 34 |
|
|
2020
Q3 | $3.28M | Buy |
26,453
+20
| +0.1% | +$2.5K | 0.36% | 36 |
|
|
2020
Q2 | $2.95M | Buy |
26,433
+12,572
| +91% | +$1.39M | 0.37% | 34 |
|
|
2020
Q1 | $1.34M | Buy |
13,861
+5,279
| +62% | +$667K | 0.2% | 67 |
|
|
2019
Q4 | $1.24M | Buy |
8,582
+357
| +4% | +$49.8K | 0.16% | 83 |
|
|
2019
Q3 | $1.07M | Buy |
8,225
+1,858
| +29% | +$257K | 0.16% | 80 |
|
|
2019
Q2 | $889K | Buy |
6,367
+286
| +5% | +$37.9K | 0.14% | 92 |
|
|
2019
Q1 | $675K | Buy |
6,081
+244
| +4% | +$27.3K | 0.12% | 112 |
|
|
2018
Q4 | $640K | Sell |
5,837
-53
| -0.9% | -$6.03K | 0.12% | 100 |
|
|
2018
Q3 | $689K | Buy |
5,890
+6
| +0.1% | +$668 | 0.13% | 97 |
|
|
2018
Q2 | $617K | Buy |
5,884
+2,545
| +76% | +$260K | 0.12% | 101 |
|
|
2018
Q1 | $335K | Buy |
3,339
+1,506
| +82% | +$160K | 0.08% | 141 |
|
|
2017
Q4 | $197K | Buy |
1,833
+390
| +27% | +$40.2K | 0.05% | 183 |
|
|
2017
Q3 | $142K | Buy |
+1,443
| New | +$148K | 0.04% | 175 |
|
Other funds holding DIS
Wealthcare Advisory Partners's DIS Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its Walt Disney (DIS) stake by 8.5% in Q2 2026, selling an estimated $438K and leaving 46,373 shares worth $4.46M. The position accounts for 0.08% of the portfolio, ranked #192.
Wealthcare Advisory Partners first reported a position in DIS in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.92M in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Wealthcare Advisory Partners held 46,373 shares of Walt Disney worth $4.46M as of Q2 2026.
- Wealthcare Advisory Partners sold 4,300 Walt Disney shares in Q2 2026, an estimated $438K.
- Walt Disney made up 0.08% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #192 holding.
- Wealthcare Advisory Partners first reported a position in Walt Disney in Q3 2017 and has held it in 36 quarters since.
- Wealthcare Advisory Partners's Walt Disney position peaked at $5.92M in Q4 2025.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.