Antipodes Partners’s Walt Disney DIS Stock Holding History

Antipodes 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	$77.1M	Buy	801,100 +143,579	+22%	+$14.6M	1.41%	32
2026 Q1	$63.4M	Buy	+657,521	New	+$69.5M	1.22%	37

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

Antipodes Partners's DIS Position: Q2 2026 in Review

Antipodes Partners increased its Walt Disney (DIS) stake by 22% in Q2 2026, buying an estimated $14.6M and bringing the position to 801,100 shares worth $77.1M. The position accounts for 1.41% of the portfolio, ranked #32.

Antipodes Partners first reported a position in DIS in Q1 2026 and has held it in 2 quarters since. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Antipodes Partners held 801,100 shares of Walt Disney worth $77.1M as of Q2 2026.
Antipodes Partners bought 143,579 Walt Disney shares in Q2 2026, an estimated $14.6M.
Walt Disney made up 1.41% of Antipodes Partners's portfolio in Q2 2026, its #32 holding.
Antipodes Partners first reported a position in Walt Disney in Q1 2026 and has held it in 2 quarters since.
2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Antipodes Partners's 13F filing for Q2 2026, filed 6 Aug 2026.