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Werba Rubin Papier Wealth Management’s Walt Disney DIS Stock Holding History

Werba Rubin Papier Wealth Management’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 		$485K Buy
5,036
+279
+6% +$28.4K 0.06% 159
2026
Q1 		$458K Buy
4,757
+273
+6% +$28.9K 0.06% 146
2025
Q4 		$510K Buy
4,484
+127
+3% +$14K 0.14% 110
2025
Q3 		$499K Buy
4,357
+2,387
+121% +$281K 0.08% 122
2025
Q2 		$244K Buy
+1,970
New +$205K 0.05% 182

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

Werba Rubin Papier Wealth Management's DIS Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Walt Disney (DIS) stake by 5.9% in Q2 2026, buying an estimated $28.4K and bringing the position to 5,036 shares worth $485K. The position accounts for 0.06% of the portfolio, ranked #159.

Werba Rubin Papier Wealth Management first reported a position in DIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $510K in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 5,036 shares of Walt Disney worth $485K as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 279 Walt Disney shares in Q2 2026, an estimated $28.4K.
  • Walt Disney made up 0.06% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Walt Disney in Q2 2025 and has held it in 5 quarters since.
  • Werba Rubin Papier Wealth Management's Walt Disney position peaked at $510K in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.