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Bender Robert & Associates’s Walt Disney DIS Stock Holding History

Bender Robert & Associates’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
2024
Q3 		– Sell
-32,898
Closed -$3.27M – 53
2024
Q2 		$3.27M Buy
+32,898
New +$3.54M 0.72% 21

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

Bender Robert & Associates's DIS Position: Q2 2026 in Review

Bender Robert & Associates increased its Walt Disney (DIS) stake by 0.49% in Q2 2026, buying an estimated $14.6K and bringing the position to 29,360 shares worth $2.83M. The position accounts for 0.59% of the portfolio, ranked #25.

Bender Robert & Associates first reported a position in DIS in Q1 2019 and has held it in 29 quarters since. The position peaked at $5.21M in Q1 2021. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Bender Robert & Associates held 29,360 shares of Walt Disney worth $2.83M as of Q2 2026.
  • Bender Robert & Associates bought 143 Walt Disney shares in Q2 2026, an estimated $14.6K.
  • Walt Disney made up 0.59% of Bender Robert & Associates's portfolio in Q2 2026, its #25 holding.
  • Bender Robert & Associates first reported a position in Walt Disney in Q1 2019 and has held it in 29 quarters since.
  • Bender Robert & Associates's Walt Disney position peaked at $5.21M in Q1 2021.
  • 2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Bender Robert & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.