Blue Edge Capital’s Walt Disney DIS Stock Holding History

Blue Edge Capital’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	$748K	Sell	7,770 -920	-11%	-$93.8K	0.09%	89
2026 Q1	$838K	Sell	8,690 -152	-2%	-$16.1K	0.11%	85
2025 Q4	$1.01M	Sell	8,842 -627	-7%	-$69.1K	0.13%	74
2025 Q3	$1.08M	Sell	9,469 -615	-6%	-$72.4K	0.15%	72
2025 Q2	$1.25M	Hold	10,084	–	–	0.19%	69
2025 Q1	$995K	Hold	10,084	–	–	0.16%	73
2024 Q4	$1.12M	Hold	10,084	–	–	0.18%	69
2024 Q3	$970K	Hold	10,084	–	–	0.15%	73
2024 Q2	$1M	Sell	10,084 -100	-1%	-$10.8K	0.17%	72
2024 Q1	$1.23M	Buy	10,184 +3,900	+62%	+$407K	0.21%	70
2023 Q4	$567K	Buy	6,284 +400	+7%	+$35.3K	0.11%	81
2023 Q3	$477K	Hold	5,884	–	–	0.1%	84
2023 Q2	$525K	Sell	5,884 -209	-3%	-$19.8K	0.11%	78
2023 Q1	$610K	Sell	6,093 -77	-1%	-$7.76K	0.13%	77
2022 Q4	$536K	Sell	6,170 -12,647	-67%	-$1.21M	0.12%	84
2022 Q3	$1.78M	Buy	18,817 +235	+1%	+$25.1K	0.44%	57
2022 Q2	$1.75M	Sell	18,582 -481	-3%	-$53.4K	0.41%	61
2022 Q1	$2.61M	Sell	19,063 -149	-0.8%	-$21.5K	0.52%	60
2021 Q4	$2.98M	Hold	19,212	–	–	0.57%	48
2021 Q3	$3.25M	Buy	19,212 +378	+2%	+$67.4K	0.68%	42
2021 Q2	$3.31M	Sell	18,834 -24	-0.1%	-$4.32K	0.69%	41
2021 Q1	$3.48M	Buy	18,858 +245	+1%	+$45.2K	0.77%	38
2020 Q4	$3.37M	Buy	18,613 +12,936	+228%	+$1.86M	0.81%	37
2020 Q3	$704K	Hold	5,677	–	–	0.19%	70
2020 Q2	$633K	Hold	5,677	–	–	0.19%	69
2020 Q1	$548K	Buy	5,677 +3,000	+112%	+$379K	0.2%	74
2019 Q4	$300K	Hold	2,677	–	–	0.1%	86
2019 Q3	$349K	Hold	2,677	–	–	0.12%	80
2019 Q2	$374K	Hold	2,677	–	–	0.13%	77
2019 Q1	$297K	Buy	2,677 +5	+0.2%	+$559	0.11%	81
2018 Q4	$293K	Hold	2,672	–	–	0.13%	77
2018 Q3	$312K	Buy	2,672 +4	+0.1%	+$445	0.12%	80
2018 Q2	$280K	Hold	2,668	–	–	0.11%	81
2018 Q1	$268K	Sell	2,668 -218	-8%	-$23.2K	0.11%	81
2017 Q4	$310K	Sell	2,886 -70	-2%	-$7.21K	0.12%	80
2017 Q3	$291K	Buy	2,956 +4	+0.1%	+$411	0.13%	78
2017 Q2	$314K	Hold	2,952	–	–	0.15%	76
2017 Q1	$335K	Sell	2,952 -120	-4%	-$13.2K	0.17%	72
2016 Q4	$320K	Hold	3,072	–	–	0.18%	72
2016 Q3	$285K	Buy	3,072 +4	+0.1%	+$383	0.16%	74
2016 Q2	$300K	Sell	3,068 -5	-0.2%	-$500	0.17%	75
2016 Q1	$305K	Buy	3,073 +1,073	+54%	+$104K	0.18%	74
2015 Q4	$210K	Hold	2,000	–	–	0.14%	68
2015 Q3	$204K	Hold	2,000	–	–	0.15%	67
2015 Q2	$228K	Buy	+2,000	New	+$220K	0.15%	67

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blue Edge Capital's DIS Position: Q2 2026 in Review

Blue Edge Capital reduced its Walt Disney (DIS) stake by 11% in Q2 2026, selling an estimated $93.8K and leaving 7,770 shares worth $748K. The position accounts for 0.09% of the portfolio, ranked #89.

Blue Edge Capital first reported a position in DIS in Q2 2015 and has held it in 45 quarters since. The position peaked at $3.48M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Blue Edge Capital held 7,770 shares of Walt Disney worth $748K as of Q2 2026.
Blue Edge Capital sold 920 Walt Disney shares in Q2 2026, an estimated $93.8K.
Walt Disney made up 0.09% of Blue Edge Capital's portfolio in Q2 2026, its #89 holding.
Blue Edge Capital first reported a position in Walt Disney in Q2 2015 and has held it in 45 quarters since.
Blue Edge Capital's Walt Disney position peaked at $3.48M in Q1 2021.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.