Annis Gardner Whiting Capital Advisors’s Walt Disney DIS Stock Holding History

Annis Gardner Whiting Capital 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	$696K	Sell	7,191 -3,172	-31%	-$323K	0.1%	161
2026 Q1	$999K	Sell	10,363 -110	-1%	-$11.6K	0.16%	109
2025 Q4	$1.2M	Buy	10,473 +3,120	+42%	+$344K	0.23%	83
2025 Q3	$842K	Buy	7,353 +1,436	+24%	+$169K	0.17%	104
2025 Q2	$734K	Buy	5,917 +150	+3%	+$15.6K	0.25%	81
2025 Q1	$569K	Buy	5,767 +251	+5%	+$27K	0.24%	85
2024 Q4	$617K	Buy	5,516 +298	+6%	+$31.3K	0.17%	109
2024 Q3	$502K	Sell	5,218 -89	-2%	-$8.19K	0.14%	126
2024 Q2	$527K	Buy	5,307 +55	+1%	+$5.92K	0.15%	122
2024 Q1	$643K	Buy	5,252 +1,518	+41%	+$159K	0.23%	84
2023 Q4	$338K	Buy	3,734 +754	+25%	+$66.5K	0.15%	110
2023 Q3	$242K	Buy	+2,980	New	+$255K	0.13%	124

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

Annis Gardner Whiting Capital Advisors's DIS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Walt Disney (DIS) stake by 31% in Q2 2026, selling an estimated $323K and leaving 7,191 shares worth $696K. The position accounts for 0.1% of the portfolio, ranked #161.

Annis Gardner Whiting Capital Advisors first reported a position in DIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.2M in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 7,191 shares of Walt Disney worth $696K as of Q2 2026.
Annis Gardner Whiting Capital Advisors sold 3,172 Walt Disney shares in Q2 2026, an estimated $323K.
Walt Disney made up 0.1% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #161 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Walt Disney in Q3 2023 and has held it in 12 quarters since.
Annis Gardner Whiting Capital Advisors's Walt Disney position peaked at $1.2M in Q4 2025.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.