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Almanack Investment Partners’s Walt Disney DIS Stock Holding History

Almanack 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 		$257K Buy
+2,674
New +$273K 0.03% 258
2024
Q2 		– Sell
-3,151
Closed -$386K – 180
2024
Q1 		$386K Sell
3,151
-59
-2% -$6.16K 0.07% 121
2023
Q4 		$290K Buy
3,210
+257
+9% +$22.7K 0.05% 131
2023
Q3 		$239K Sell
2,953
-820
-22% -$70K 0.05% 139
2023
Q2 		$337K Sell
3,773
-376
-9% -$35.6K 0.06% 119
2023
Q1 		$415K Buy
4,149
+21
+0.5% +$2.12K 0.08% 103
2022
Q4 		$359K Sell
4,128
-571
-12% -$54.6K 0.08% 107
2022
Q3 		$443K Sell
4,699
-4,169
-47% -$446K 0.09% 86
2022
Q2 		$837K Buy
8,868
+668
+8% +$74.1K 0.08% 151
2022
Q1 		$1.13M Sell
8,200
-252
-3% -$36.4K 0.1% 134
2021
Q4 		$1.31M Sell
8,452
-326
-4% -$52.6K 0.11% 123
2021
Q3 		$1.49M Buy
8,778
+527
+6% +$93.9K 0.13% 118
2021
Q2 		$1.45M Sell
8,251
-1,143
-12% -$206K 0.14% 103
2021
Q1 		$1.73M Buy
9,394
+696
+8% +$128K 0.18% 89
2020
Q4 		$1.58M Buy
8,698
+347
+4% +$49.8K 0.18% 82
2020
Q3 		$1.19M Buy
8,351
+1,620
+24% +$202K 0.15% 98
2020
Q2 		$751K Buy
6,731
+1,741
+35% +$192K 0.13% 87
2020
Q1 		$482K Buy
4,990
+1,625
+48% +$205K 0.1% 128
2019
Q4 		$490K Buy
3,365
+1,763
+110% +$246K 0.09% 105
2019
Q3 		$209K Buy
1,602
+143
+10% +$19.8K 0.04% 200
2019
Q2 		$204K Buy
+1,459
New +$193K 0.05% 178
2019
Q1 		– Sell
-2,545
Closed -$281K – 160
2018
Q4 		$281K Buy
2,545
+27
+1% +$3.07K 0.08% 119
2018
Q3 		$295K Buy
+2,518
New +$280K 0.08% 133
2018
Q1 		– Sell
-1,084
Closed -$118K – 185
2017
Q4 		$118K Buy
+1,084
New +$112K 0.05% 166
2017
Q3 		– Sell
-1,860
Closed -$198K – 160
2017
Q2 		$198K Buy
+1,860
New +$204K 0.11% 111

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 $3.38T AUM 44.17% 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

Almanack Investment Partners's DIS Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in Walt Disney (DIS) in Q2 2026: 2,674 shares worth $257K. The stake represents 0.03% of the portfolio and ranks #258 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in DIS as recently as Q1 2024.

Almanack Investment Partners first reported a position in DIS in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.73M in Q1 2021. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Almanack Investment Partners held 2,674 shares of Walt Disney worth $257K as of Q2 2026.
  • Walt Disney was a new Almanack Investment Partners position in Q2 2026.
  • Walt Disney made up 0.03% of Almanack Investment Partners's portfolio in Q2 2026, its #258 holding.
  • Almanack Investment Partners first reported a position in Walt Disney in Q2 2017 and has held it in 25 quarters since.
  • Almanack Investment Partners's Walt Disney position peaked at $1.73M in Q1 2021.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.