BW
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Basepoint Wealth’s Walt Disney DIS Stock Holding History

Basepoint Wealth’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 		$53.5K Buy
556
+200
+56% +$20.4K 0.03% 218
2026
Q1 		$34.3K Buy
356
+42
+13% +$4.44K 0.02% 262
2025
Q4 		$35.8K Buy
+314
New +$34.6K 0.02% 243
2022
Q2 		– Sell
-1,931
Closed -$265K – 85
2022
Q1 		$265K Sell
1,931
-218
-10% -$31.5K 0.24% 70
2021
Q4 		$333K Buy
+2,149
New +$347K 0.33% 54

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

Basepoint Wealth's DIS Position: Q2 2026 in Review

Basepoint Wealth increased its Walt Disney (DIS) stake by 56% in Q2 2026, buying an estimated $20.4K and bringing the position to 556 shares worth $53.5K. The position accounts for 0.03% of the portfolio, ranked #218.

Basepoint Wealth first reported a position in DIS in Q4 2021 and has held it in 5 quarters since. The position peaked at $333K in Q4 2021. 2,935 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Basepoint Wealth held 556 shares of Walt Disney worth $53.5K as of Q2 2026.
  • Basepoint Wealth bought 200 Walt Disney shares in Q2 2026, an estimated $20.4K.
  • Walt Disney made up 0.03% of Basepoint Wealth's portfolio in Q2 2026, its #218 holding.
  • Basepoint Wealth first reported a position in Walt Disney in Q4 2021 and has held it in 5 quarters since.
  • Basepoint Wealth's Walt Disney position peaked at $333K in Q4 2021.
  • 2,935 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.