WWM
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Westwood Wealth Management’s Walt Disney DIS Stock Holding History

Westwood 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 		$291K Sell
3,025
-880
-23% -$89.7K 0.08% 40
2026
Q1 		$376K Sell
3,905
-181
-4% -$19.1K 0.15% 32
2025
Q4 		$465K Sell
4,086
-669
-14% -$73.7K 0.35% 61
2025
Q3 		$544K Buy
4,755
+3,030
+176% +$357K 0.2% 32
2025
Q2 		$214K Buy
+1,725
New +$179K 0.07% 48
2025
Q1 		– Sell
-1,825
Closed -$203K – 47
2024
Q4 		$203K Buy
+1,825
New +$192K 0.07% 45
2024
Q3 		– Sell
-4,570
Closed -$454K – 40
2024
Q2 		$454K Sell
4,570
-800
-15% -$86.1K 0.17% 36
2024
Q1 		$657K Sell
5,370
-200
-4% -$20.9K 0.32% 26
2023
Q4 		$503K Sell
5,570
-320
-5% -$28.2K 0.39% 24
2023
Q3 		$477K Sell
5,890
-1,600
-21% -$137K 0.32% 29
2023
Q2 		$669K Sell
7,490
-5
-0.1% -$474 0.47% 26
2023
Q1 		$750K Sell
7,495
-1,605
-18% -$162K 0.67% 25
2022
Q4 		$791K Sell
9,100
-290
-3% -$27.7K 0.95% 22
2022
Q3 		$886K Buy
9,390
+1,190
+15% +$127K 0.8% 22
2022
Q2 		$774K Sell
8,200
-3,550
-30% -$394K 0.89% 20
2022
Q1 		$1.61M Sell
11,750
-12,286
-51% -$1.78M 0.63% 21
2021
Q4 		$4K Buy
+24,036
New +$3.88M ﹤0.01% 48

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

Westwood Wealth Management's DIS Position: Q2 2026 in Review

Westwood Wealth Management reduced its Walt Disney (DIS) stake by 23% in Q2 2026, selling an estimated $89.7K and leaving 3,025 shares worth $291K. The position accounts for 0.08% of the portfolio, ranked #40.

Westwood Wealth Management first reported a position in DIS in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.61M in Q1 2022. 2,947 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Westwood Wealth Management held 3,025 shares of Walt Disney worth $291K as of Q2 2026.
  • Westwood Wealth Management sold 880 Walt Disney shares in Q2 2026, an estimated $89.7K.
  • Walt Disney made up 0.08% of Westwood Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Westwood Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 17 quarters since.
  • Westwood Wealth Management's Walt Disney position peaked at $1.61M in Q1 2022.
  • 2,947 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.