WIP
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WealthCare Investment Partners’s Walt Disney DIS Stock Holding History

WealthCare Investment Partners’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 		$366K Buy
3,806
+186
+5% +$19K 0.09% 150
2026
Q1 		$347K Buy
3,620
+16
+0.4% +$1.69K 0.1% 143
2025
Q4 		$403K Sell
3,604
-38
-1% -$4.18K 0.12% 128
2025
Q3 		$411K Buy
3,642
+1,180
+48% +$139K 0.13% 119
2025
Q2 		$305K Sell
2,462
-4
-0.2% -$416 0.11% 126
2025
Q1 		$207K Buy
2,466
+6
+0.2% +$645 0.09% 146
2024
Q4 		$273K Buy
2,460
+97
+4% +$10.2K 0.12% 119
2024
Q3 		$218K Sell
2,363
-291
-11% -$26.8K 0.1% 133
2024
Q2 		$263K Buy
2,654
+92
+4% +$9.9K 0.12% 115
2024
Q1 		$313K Buy
+2,562
New +$268K 0.15% 101
2023
Q4 		– Sell
-2,648
Closed -$216K – 131
2023
Q3 		$216K Buy
2,648
+60
+2% +$5.12K 0.13% 115
2023
Q2 		$232K Sell
2,588
-103
-4% -$9.76K 0.14% 107
2023
Q1 		$269K Buy
+2,691
New +$271K 0.16% 102
2022
Q4 		– Sell
-2,732
Closed -$258K – 115
2022
Q3 		$258K Sell
2,732
-112
-4% -$12K 0.21% 90
2022
Q2 		$268K Buy
2,844
+606
+27% +$67.3K 0.23% 87
2022
Q1 		$296K Buy
2,238
+266
+13% +$38.5K 0.26% 79
2021
Q4 		$305K Buy
+1,972
New +$318K 0.3% 76

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 $3.38T AUM 44.17% 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

WealthCare Investment Partners's DIS Position: Q2 2026 in Review

WealthCare Investment Partners increased its Walt Disney (DIS) stake by 5.1% in Q2 2026, buying an estimated $19K and bringing the position to 3,806 shares worth $366K. The position accounts for 0.09% of the portfolio, ranked #150.

WealthCare Investment Partners first reported a position in DIS in Q4 2021 and has held it in 17 quarters since. The position peaked at $411K in Q3 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • WealthCare Investment Partners held 3,806 shares of Walt Disney worth $366K as of Q2 2026.
  • WealthCare Investment Partners bought 186 Walt Disney shares in Q2 2026, an estimated $19K.
  • Walt Disney made up 0.09% of WealthCare Investment Partners's portfolio in Q2 2026, its #150 holding.
  • WealthCare Investment Partners first reported a position in Walt Disney in Q4 2021 and has held it in 17 quarters since.
  • WealthCare Investment Partners's Walt Disney position peaked at $411K in Q3 2025.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.