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1620 Investment Advisors’s Walt Disney DIS Stock Holding History

1620 Investment 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 		$646K Buy
6,711
+157
+2% +$16K 0.4% 69
2026
Q1 		$632K Buy
6,554
+31
+0.5% +$3.28K 0.43% 68
2025
Q4 		$742K Hold
6,523
– – 0.49% 60
2025
Q3 		$747K Buy
6,523
+259
+4% +$30.5K 0.51% 60
2025
Q2 		$777K Buy
6,264
+85
+1% +$8.83K 0.55% 49
2025
Q1 		$610K Sell
6,179
-57
-0.9% -$6.13K 0.47% 61
2024
Q4 		$694K Buy
6,236
+108
+2% +$11.3K 0.53% 48
2024
Q3 		$589K Buy
6,128
+104
+2% +$9.57K 0.43% 72
2024
Q2 		$598K Buy
6,024
+752
+14% +$81K 0.46% 57
2024
Q1 		$645K Buy
5,272
+35
+0.7% +$3.66K 0.65% 47
2023
Q4 		$473K Buy
5,237
+163
+3% +$14.4K 0.52% 65
2023
Q3 		$411K Buy
5,074
+90
+2% +$7.69K 0.47% 76
2023
Q2 		$445K Buy
4,984
+89
+2% +$8.43K 0.48% 72
2023
Q1 		$490K Sell
4,895
-20
-0.4% -$2.02K 0.59% 55
2022
Q4 		$427K Buy
4,915
+425
+9% +$40.6K 0.52% 69
2022
Q3 		$424K Buy
4,490
+65
+1% +$6.96K 0.63% 57
2022
Q2 		$418K Buy
4,425
+319
+8% +$35.4K 0.58% 63
2022
Q1 		$636K Hold
4,106
– – 0.69% 53
2021
Q4 		$636K Buy
+4,106
New +$663K 0.71% 51

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

1620 Investment Advisors's DIS Position: Q2 2026 in Review

1620 Investment Advisors increased its Walt Disney (DIS) stake by 2.4% in Q2 2026, buying an estimated $16K and bringing the position to 6,711 shares worth $646K. The position accounts for 0.4% of the portfolio, ranked #69.

1620 Investment Advisors first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $777K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • 1620 Investment Advisors held 6,711 shares of Walt Disney worth $646K as of Q2 2026.
  • 1620 Investment Advisors bought 157 Walt Disney shares in Q2 2026, an estimated $16K.
  • Walt Disney made up 0.4% of 1620 Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • 1620 Investment Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • 1620 Investment Advisors's Walt Disney position peaked at $777K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.