BridgePort Financial Solutions’s Walt Disney DIS Stock Holding History

BridgePort Financial Solutions’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	$675K	Sell	7,012 -333	-5%	-$33.9K	0.17%	109
2026 Q1	$708K	Buy	7,345 +464	+7%	+$49K	0.2%	96
2025 Q4	$783K	Sell	6,881 -57	-0.8%	-$6.28K	0.21%	90
2025 Q3	$794K	Buy	6,938 +684	+11%	+$80.6K	0.21%	88
2025 Q2	$776K	Buy	6,254 +352	+6%	+$36.6K	0.26%	82
2025 Q1	$583K	Buy	5,902 +65	+1%	+$6.99K	0.26%	84
2024 Q4	$650K	Buy	+5,837	New	+$613K	0.29%	74

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

BridgePort Financial Solutions's DIS Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its Walt Disney (DIS) stake by 4.5% in Q2 2026, selling an estimated $33.9K and leaving 7,012 shares worth $675K. The position accounts for 0.17% of the portfolio, ranked #109.

BridgePort Financial Solutions first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $794K in Q3 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

BridgePort Financial Solutions held 7,012 shares of Walt Disney worth $675K as of Q2 2026.
BridgePort Financial Solutions sold 333 Walt Disney shares in Q2 2026, an estimated $33.9K.
Walt Disney made up 0.17% of BridgePort Financial Solutions's portfolio in Q2 2026, its #109 holding.
BridgePort Financial Solutions first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
BridgePort Financial Solutions's Walt Disney position peaked at $794K in Q3 2025.
2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.