AlTi Global’s Walt Disney DIS Stock Holding History

AlTi Global’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	$18.7M	Sell	192,790 -2,879	-1%	-$294K	0.39%	40
2026 Q1	$18.9M	Buy	195,669 +5,042	+3%	+$533K	0.41%	34
2025 Q4	$21.8M	Sell	190,627 -1,086	-0.6%	-$120K	0.47%	30
2025 Q3	$22M	Buy	191,713 +482	+0.3%	+$56.8K	0.52%	31
2025 Q2	$23.8M	Sell	191,231 -21,342	-10%	-$2.22M	0.6%	24
2025 Q1	$21M	Sell	212,573 -968	-0.5%	-$104K	0.55%	24
2024 Q4	$23.9M	Sell	213,541 -89,770	-30%	-$9.43M	0.58%	24
2024 Q3	$29.2M	Buy	303,311 +244,703	+418%	+$22.5M	0.7%	20
2024 Q2	$5.82M	Buy	58,608 +3,012	+5%	+$324K	0.16%	69
2024 Q1	$6.8M	Buy	55,596 +33,353	+150%	+$3.48M	0.19%	69
2023 Q4	$2.01M	Buy	+22,243	New	+$1.96M	0.06%	135

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 $3.38T AUM 44.17% 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

AlTi Global's DIS Position: Q2 2026 in Review

AlTi Global reduced its Walt Disney (DIS) stake by 1.5% in Q2 2026, selling an estimated $294K and leaving 192,790 shares worth $18.7M. The position accounts for 0.39% of the portfolio, ranked #40.

AlTi Global first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.2M in Q3 2024. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

AlTi Global held 192,790 shares of Walt Disney worth $18.7M as of Q2 2026.
AlTi Global sold 2,879 Walt Disney shares in Q2 2026, an estimated $294K.
Walt Disney made up 0.39% of AlTi Global's portfolio in Q2 2026, its #40 holding.
AlTi Global first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
AlTi Global's Walt Disney position peaked at $29.2M in Q3 2024.
2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.