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Whipplewood Advisors’s Walt Disney DIS Stock Holding History

Whipplewood 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 		$153K Sell
1,588
-120
-7% -$12.2K 0.1% 104
2026
Q1 		$165K Sell
1,708
-855
-33% -$90.4K 0.09% 148
2025
Q4 		$292K Hold
2,563
– – 0.19% 104
2025
Q3 		$293K Sell
2,563
-794
-24% -$93.5K 0.19% 103
2025
Q2 		$416K Buy
3,357
+145
+5% +$15.1K 0.23% 105
2025
Q1 		$330K Sell
3,212
-96
-3% -$10.3K 0.19% 109
2024
Q4 		$368K Buy
+3,308
New +$347K 0.21% 102

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

Whipplewood Advisors's DIS Position: Q2 2026 in Review

Whipplewood Advisors reduced its Walt Disney (DIS) stake by 7% in Q2 2026, selling an estimated $12.2K and leaving 1,588 shares worth $153K. The position accounts for 0.1% of the portfolio, ranked #104.

Whipplewood Advisors first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $416K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Whipplewood Advisors held 1,588 shares of Walt Disney worth $153K as of Q2 2026.
  • Whipplewood Advisors sold 120 Walt Disney shares in Q2 2026, an estimated $12.2K.
  • Walt Disney made up 0.1% of Whipplewood Advisors's portfolio in Q2 2026, its #104 holding.
  • Whipplewood Advisors first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Walt Disney position peaked at $416K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.