3Chopt Investment Partners’s Walt Disney DIS Stock Holding History

3Chopt Investment Partners’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	$717K	Buy	7,390 +1,055	+17%	+$108K	0.13%	128
2026 Q1	$611K	Sell	6,335 -329	-5%	-$34.8K	0.14%	123
2025 Q4	$763K	Sell	6,664 -446	-6%	-$49.1K	0.17%	107
2025 Q3	$814K	Buy	7,110 +34	+0.5%	+$4K	0.19%	100
2025 Q2	$881K	Sell	7,076 -368	-5%	-$38.2K	0.21%	92
2025 Q1	$735K	Buy	+7,444	New	+$800K	0.19%	103
2024 Q3	–	Sell	-5,124	Closed	-$509K	–	103
2024 Q2	$509K	Buy	+5,124	New	+$552K	0.16%	118
2024 Q1	–	Sell	-4,902	Closed	-$444K	–	96
2023 Q4	$444K	Buy	+4,902	New	+$432K	0.16%	113
2023 Q3	–	Sell	-4,437	Closed	-$396K	–	84
2023 Q2	$396K	Sell	4,437 -446	-9%	-$42.3K	0.2%	98
2023 Q1	$489K	Sell	4,883 -415	-8%	-$41.8K	0.26%	89
2022 Q4	$460K	Buy	+5,298	New	+$507K	0.25%	84

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

3Chopt Investment Partners's DIS Position: Q2 2026 in Review

3Chopt Investment Partners increased its Walt Disney (DIS) stake by 17% in Q2 2026, buying an estimated $108K and bringing the position to 7,390 shares worth $717K. The position accounts for 0.13% of the portfolio, ranked #128.

3Chopt Investment Partners first reported a position in DIS in Q4 2022 and has held it in 11 quarters since. The position peaked at $881K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

3Chopt Investment Partners held 7,390 shares of Walt Disney worth $717K as of Q2 2026.
3Chopt Investment Partners bought 1,055 Walt Disney shares in Q2 2026, an estimated $108K.
Walt Disney made up 0.13% of 3Chopt Investment Partners's portfolio in Q2 2026, its #128 holding.
3Chopt Investment Partners first reported a position in Walt Disney in Q4 2022 and has held it in 11 quarters since.
3Chopt Investment Partners's Walt Disney position peaked at $881K in Q2 2025.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.