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Bleakley Financial Group’s Walt Disney DIS Stock Holding History

Bleakley 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 		$9.52M Buy
98,861
+8,636
+10% +$880K 0.12% 133
2026
Q1 		$8.7M Buy
90,225
+2,221
+3% +$235K 0.14% 126
2025
Q4 		$10M Buy
88,004
+12,389
+16% +$1.36M 0.17% 99
2025
Q3 		$8.66M Buy
75,615
+5,087
+7% +$599K 0.2% 88
2025
Q2 		$8.75M Sell
70,528
-19,537
-22% -$2.03M 0.22% 84
2025
Q1 		$8.89M Buy
90,065
+3,339
+4% +$359K 0.29% 65
2024
Q4 		$9.66M Buy
86,726
+3,002
+4% +$315K 0.29% 60
2024
Q3 		$8.05M Sell
83,724
-27,180
-25% -$2.5M 0.25% 65
2024
Q2 		$11M Buy
110,904
+1,122
+1% +$121K 0.32% 60
2024
Q1 		$13.4M Buy
109,782
+5,549
+5% +$580K 0.39% 45
2023
Q4 		$9.41M Buy
104,233
+6,587
+7% +$581K 0.3% 61
2023
Q3 		$7.91M Buy
97,646
+1,932
+2% +$165K 0.28% 74
2023
Q2 		$8.52M Buy
95,714
+13,611
+17% +$1.29M 0.27% 72
2023
Q1 		$8.19M Buy
82,103
+7,126
+10% +$718K 0.27% 73
2022
Q4 		$6.51M Buy
+74,977
New +$7.17M 0.23% 89

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

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

Bleakley Financial Group increased its Walt Disney (DIS) stake by 9.6% in Q2 2026, buying an estimated $880K and bringing the position to 98,861 shares worth $9.52M. The position accounts for 0.12% of the portfolio, ranked #133.

Bleakley Financial Group first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.4M in Q1 2024. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Bleakley Financial Group held 98,861 shares of Walt Disney worth $9.52M as of Q2 2026.
  • Bleakley Financial Group bought 8,636 Walt Disney shares in Q2 2026, an estimated $880K.
  • Walt Disney made up 0.12% of Bleakley Financial Group's portfolio in Q2 2026, its #133 holding.
  • Bleakley Financial Group first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Walt Disney position peaked at $13.4M in Q1 2024.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.