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BIP Wealth’s Walt Disney DIS Stock Holding History

BIP 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 		$404K Buy
4,202
+1,146
+38% +$117K 0.01% 403
2026
Q1 		$295K Buy
3,056
+33
+1% +$3.49K 0.01% 372
2025
Q4 		$344K Buy
3,023
+162
+6% +$17.8K 0.01% 348
2025
Q3 		$328K Buy
2,861
+917
+47% +$108K 0.02% 225
2025
Q2 		$241K Sell
1,944
-1,601
-45% -$166K 0.01% 236
2025
Q1 		$350K Buy
3,545
+137
+4% +$14.7K 0.02% 187
2024
Q4 		$379K Buy
3,408
+133
+4% +$14K 0.03% 180
2024
Q3 		$315K Buy
+3,275
New +$301K 0.02% 178
2024
Q2 		– Sell
-2,409
Closed -$295K – 201
2024
Q1 		$295K Sell
2,409
-297
-11% -$31K 0.02% 164
2023
Q4 		$244K Buy
+2,706
New +$239K 0.02% 170
2023
Q3 		– Sell
-2,783
Closed -$248K – 188
2023
Q2 		$248K Sell
2,783
-293
-10% -$27.8K 0.02% 159
2023
Q1 		$308K Buy
+3,076
New +$310K 0.03% 144

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 $3.38T AUM 44.17% 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

BIP Wealth's DIS Position: Q2 2026 in Review

BIP Wealth increased its Walt Disney (DIS) stake by 38% in Q2 2026, buying an estimated $117K and bringing the position to 4,202 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #403.

BIP Wealth first reported a position in DIS in Q1 2023 and has held it in 12 quarters since. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • BIP Wealth held 4,202 shares of Walt Disney worth $404K as of Q2 2026.
  • BIP Wealth bought 1,146 Walt Disney shares in Q2 2026, an estimated $117K.
  • Walt Disney made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #403 holding.
  • BIP Wealth first reported a position in Walt Disney in Q1 2023 and has held it in 12 quarters since.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.