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Wealthedge Investment Advisors’s Walt Disney DIS Stock Holding History

Wealthedge Investment 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 		$276K Buy
2,872
+615
+27% +$62.7K 0.09% 123
2026
Q1 		$218K Sell
2,257
-509
-18% -$53.8K 0.08% 132
2025
Q4 		$315K Sell
2,766
-106
-4% -$11.7K 0.12% 104
2025
Q3 		$329K Buy
2,872
+8
+0.3% +$942 0.12% 106
2025
Q2 		$355K Sell
2,864
-22
-0.8% -$2.29K 0.15% 114
2025
Q1 		$285K Sell
2,886
-9,379
-76% -$1.01M 0.13% 130
2024
Q4 		$1.37M Buy
+12,265
New +$1.29M 0.62% 50

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

Wealthedge Investment Advisors's DIS Position: Q2 2026 in Review

Wealthedge Investment Advisors increased its Walt Disney (DIS) stake by 27% in Q2 2026, buying an estimated $62.7K and bringing the position to 2,872 shares worth $276K. The position accounts for 0.09% of the portfolio, ranked #123.

Wealthedge Investment Advisors first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q4 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Wealthedge Investment Advisors held 2,872 shares of Walt Disney worth $276K as of Q2 2026.
  • Wealthedge Investment Advisors bought 615 Walt Disney shares in Q2 2026, an estimated $62.7K.
  • Walt Disney made up 0.09% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #123 holding.
  • Wealthedge Investment Advisors first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Wealthedge Investment Advisors's Walt Disney position peaked at $1.37M in Q4 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.