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Atomi Financial Group’s Walt Disney DIS Stock Holding History

Atomi Financial Group’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 		$2.99M Buy
31,103
+1,208
+4% +$123K 0.08% 193
2026
Q1 		$2.88M Sell
29,895
-3,725
-11% -$394K 0.09% 184
2025
Q4 		$3.82M Sell
33,620
-6
-0% -$661 0.11% 143
2025
Q3 		$3.85M Buy
33,626
+3,774
+13% +$444K 0.12% 126
2025
Q2 		$3.7M Sell
29,852
-95
-0.3% -$9.87K 0.14% 116
2025
Q1 		$2.96M Sell
29,947
-6
-0% -$645 0.13% 121
2024
Q4 		$3.34M Buy
29,953
+4,638
+18% +$487K 0.17% 101
2024
Q3 		$2.44M Buy
25,315
+12
+0% +$1.1K 0.15% 113
2024
Q2 		$2.51M Buy
25,303
+3,217
+15% +$346K 0.19% 98
2024
Q1 		$2.7M Buy
22,086
+5,244
+31% +$548K 0.25% 90
2023
Q4 		$1.52M Buy
16,842
+5,193
+45% +$458K 0.21% 101
2023
Q3 		$944K Sell
11,649
-108
-0.9% -$9.22K 0.32% 86
2023
Q2 		$1.05M Buy
11,757
+3,989
+51% +$378K 0.48% 54
2023
Q1 		$778K Buy
+7,768
New +$783K 0.43% 66

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 $3.37T AUM 44.26% 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

Atomi Financial Group's DIS Position: Q2 2026 in Review

Atomi Financial Group increased its Walt Disney (DIS) stake by 4% in Q2 2026, buying an estimated $123K and bringing the position to 31,103 shares worth $2.99M. The position accounts for 0.08% of the portfolio, ranked #193.

Atomi Financial Group first reported a position in DIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.85M in Q3 2025. 2,928 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Atomi Financial Group held 31,103 shares of Walt Disney worth $2.99M as of Q2 2026.
  • Atomi Financial Group bought 1,208 Walt Disney shares in Q2 2026, an estimated $123K.
  • Walt Disney made up 0.08% of Atomi Financial Group's portfolio in Q2 2026, its #193 holding.
  • Atomi Financial Group first reported a position in Walt Disney in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's Walt Disney position peaked at $3.85M in Q3 2025.
  • 2,928 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.