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Waldron Private Wealth LLC

Position in DIS — Walt Disney Co

CIK 1598180 BRIDGEVILLE, PA

Position in DIS

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$333,410
-$8,546 QoQ
Shares Held
3,464
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#530
of 746 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in DIS Over Time

Shares Held

Position Value (USD)

Position in Entertainment

Communication Services · as of Jun 30, 2026

Waldron Private Wealth LLC holds $2,203,391 across 5 Entertainment names. DIS ranks #4 (15.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 DIS
Walt Disney Co
This page
3,464 $333,410

All Filings in DIS

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $333,410 3,464
2026-03-31 $341,956 3,548
2025-12-31 $428,799 3,769
2025-09-30 $468,534 4,092
2025-06-30 $458,961 3,701
2025-03-31 $391,937 3,971
2024-12-31 $1,105,927 9,932
2024-09-30 $929,386 9,662
2024-06-30 $1,187,508 11,960
2024-03-31 $1,506,251 12,310
2023-12-31 $1,150,204 12,739
2023-09-30 $852,727 10,521
2023-06-30 $1,187,156 13,297
2023-03-31 $1,746,367 17,441
2022-12-31 $2,102,930 24,205
2022-09-30 $2,283,257 24,205
2022-06-30 $2,184,227 23,138
2022-03-31 $3,275,106 23,878
2021-12-31 $3,560,456 22,987
2021-09-30 $2,719,407 16,075
2021-06-30 $2,344,068 13,336
2021-03-31 $2,482,901 13,456
2020-12-31 $2,511,335 13,861
2020-09-30 $1,719,748 13,860
2020-06-30 $1,383,727 12,409
2020-03-31 $1,020,868 10,568