WP
DIS icon

WealthShield Partners’s Walt Disney DIS Stock Holding History

WealthShield 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 		– Sell
-2,503
Closed -$241K – 432
2026
Q1 		$241K Buy
2,503
+190
+8% +$20.1K 0.03% 317
2025
Q4 		$263K Sell
2,313
-89
-4% -$9.8K 0.03% 303
2025
Q3 		$275K Sell
2,402
-26
-1% -$3.06K 0.03% 293
2025
Q2 		$301K Buy
2,428
+390
+19% +$40.5K 0.04% 278
2025
Q1 		$201K Buy
2,038
+136
+7% +$14.6K 0.03% 318
2024
Q4 		$212K Buy
+1,902
New +$200K 0.03% 274
2024
Q3 		– Sell
-2,174
Closed -$216K – 488
2024
Q2 		$216K Buy
+2,174
New +$234K 0.03% 269
2024
Q1 		– Sell
-2,539
Closed -$230K – 490
2023
Q4 		$230K Buy
+2,539
New +$224K 0.04% 265
2023
Q3 		– Sell
-3,205
Closed -$286K – 485
2023
Q2 		$286K Buy
3,205
+97
+3% +$9.19K 0.04% 257
2023
Q1 		$311K Buy
3,108
+802
+35% +$80.9K 0.05% 249
2022
Q4 		$200K Sell
2,306
-438
-16% -$41.9K 0.04% 284
2022
Q3 		$259K Sell
2,744
-163
-6% -$17.4K 0.05% 260
2022
Q2 		$274K Sell
2,907
-406
-12% -$45.1K 0.05% 255
2022
Q1 		$454K Sell
3,313
-4,868
-60% -$704K 0.07% 243
2021
Q4 		$1.27M Buy
8,181
+5,334
+187% +$861K 0.21% 104
2021
Q3 		$482K Sell
2,847
-2,844
-50% -$507K 0.13% 149
2021
Q2 		$1M Buy
5,691
+51
+0.9% +$9.17K 0.16% 102
2021
Q1 		$1.04M Sell
5,640
-1,170
-17% -$216K 0.19% 98
2020
Q4 		$1.23M Buy
6,810
+624
+10% +$89.6K 0.23% 90
2020
Q3 		$768K Buy
6,186
+143
+2% +$17.9K 0.27% 82
2020
Q2 		$674K Buy
+6,043
New +$667K 0.31% 74
2020
Q1 		– Sell
-1,488
Closed -$215K – 280
2019
Q4 		$215K Buy
+1,488
New +$208K 0.1% 171

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

WealthShield Partners's DIS Position: Q2 2026 in Review

WealthShield Partners sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 2,503 shares — an estimated $241K sold.

WealthShield Partners first reported a position in DIS in Q4 2019 and held it in 22 quarters. The position peaked at $1.27M in Q4 2021. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • WealthShield Partners reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 2,503 Walt Disney shares in Q2 2026, an estimated $241K.
  • WealthShield Partners first reported a position in Walt Disney in Q4 2019 and held it in 22 quarters.
  • WealthShield Partners's Walt Disney position peaked at $1.27M in Q4 2021.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.