Bluefin Capital Management’s Walt Disney DIS Stock Holding History

Bluefin Capital Management’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	$2.55K	Buy	+15,000	New	+$1.38M	﹤0.01%	117
2024 Q1	–	Sell	-107,600	Closed	-$2K	–	178
2023 Q4	$2K	Buy	107,600 +10,000	+10%	+$882K	﹤0.01%	215
2023 Q3	$2.57K	Hold	97,600	–	–	﹤0.01%	167
2023 Q2	$8.84K	Buy	+97,600	New	+$9.25M	﹤0.01%	140
2023 Q1	–	Hold	0	–	–	–	211
2020 Q3	–	Sell	-25,000	Closed	-$18K	–	502
2020 Q2	$18K	Sell	25,000 -65,000	-72%	-$7.18M	﹤0.01%	340
2020 Q1	$80K	Buy	+90,000	New	+$11.4M	0.01%	306
2019 Q4	–	Sell	-15,700	Closed	-$18K	–	639
2019 Q3	$18K	Buy	+15,700	New	+$2.17M	﹤0.01%	445
2019 Q2	–	Sell	-665,100	Closed	-$860K	–	373
2019 Q1	$860K	Buy	665,100 +582,200	+702%	+$65.1M	0.12%	114
2018 Q4	$280K	Sell	82,900 -48,800	-37%	-$5.55M	0.03%	213
2018 Q3	$829K	Buy	+131,700	New	+$14.7M	0.08%	180

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

Bluefin Capital Management's DIS Position: Q2 2026 in Review

Bluefin Capital Management opened a new position in Walt Disney (DIS) in Q2 2026: 30,800 shares worth $2.96M. The stake represents 0.74% of the portfolio and ranks #23 among its holdings. This is a return to the name: Bluefin Capital Management previously reported a position in DIS as recently as Q4 2025.

Bluefin Capital Management first reported a position in DIS in Q2 2013 and has held it in 27 quarters since. The position peaked at $18.8M in Q4 2019. 2,943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Bluefin Capital Management held 30,800 shares of Walt Disney worth $2.96M as of Q2 2026.
Walt Disney was a new Bluefin Capital Management position in Q2 2026.
Walt Disney made up 0.74% of Bluefin Capital Management's portfolio in Q2 2026, its #23 holding.
Bluefin Capital Management first reported a position in Walt Disney in Q2 2013 and has held it in 27 quarters since.
Bluefin Capital Management's Walt Disney position peaked at $18.8M in Q4 2019.
2,943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Bluefin Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.