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Livermore
Livermore
ZHEN

Destination Wealth Management

SEC CIK
0001278573
Latest filing
Aug 14, 2026

DIS holding history

Walt Disney Co in every 13F filed by Destination Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIS overviewAll 13F holders of DISFull Q2 2026 holdings

Shares (Q2 2026)
274,771
Value
$26.4M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of DIS by Destination Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026274,771$26.4M0.6%−4,297−1.5%ReducedHolders
Q1 2026279,068$26.9M0.7%−2,788−1.0%ReducedHolders
Q4 2025281,856$32.1M0.8%−4,161−1.5%ReducedHolders
Q3 2025286,017$32.7M0.9%−3,592−1.2%ReducedHolders
Q2 2025289,609$35.9M1.1%−4,409−1.5%ReducedHolders
Q1 2025294,018$29.0M0.9%−4,378−1.5%ReducedHolders
Q4 2024298,396$33.2M1.0%−8,699−2.8%ReducedHolders
Q3 2024307,095$29.5M0.9%−4,194−1.3%ReducedHolders
Q2 2024311,289$30.9M1.0%−9,532−3.0%ReducedHolders
Q1 2024320,821$39.3M1.3%−6,289−1.9%ReducedHolders
Q4 2023327,110$29.5M1.0%−58,173−15.1%ReducedHolders
Q3 2023385,283$31.2M1.2%+25,617+7.1%AddedHolders
Q2 2023359,666$32.1M1.2%+20,396+6.0%AddedHolders
Q1 2023339,270$34.0M1.3%+31,651+10.3%AddedHolders
Q4 2022307,619$26.7M1.1%−15,558−4.8%ReducedHolders
Q3 2022323,177$30.5M1.3%+34,126+11.8%AddedHolders
Q2 2022289,051$27.3M1.1%+18,965+7.0%AddedHolders
Q1 2022270,086$37.0M1.4%+12,670+4.9%AddedHolders
Q4 2021257,416$39.9M1.4%+7,165+2.9%AddedHolders
Q3 2021250,251$42.3M1.6%+1,149+0.5%AddedHolders
Q2 2021249,102$43.8M1.7%−3,437−1.4%ReducedHolders
Q1 2021252,539$46.6M1.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.