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Brookwood Investment Group’s Walt Disney DIS Stock Holding History

Brookwood Investment 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 		$649K Sell
6,747
-396
-6% -$40.4K 0.07% 257
2026
Q1 		$688K Buy
7,143
+8
+0.1% +$846 0.09% 221
2025
Q4 		$812K Buy
7,135
+524
+8% +$57.7K 0.1% 196
2025
Q3 		$757K Sell
6,611
-951
-13% -$112K 0.1% 186
2025
Q2 		$938K Buy
7,562
+1,535
+25% +$159K 0.15% 140
2025
Q1 		$595K Buy
+6,027
New +$648K 0.1% 192

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

Brookwood Investment Group's DIS Position: Q2 2026 in Review

Brookwood Investment Group reduced its Walt Disney (DIS) stake by 5.5% in Q2 2026, selling an estimated $40.4K and leaving 6,747 shares worth $649K. The position accounts for 0.07% of the portfolio, ranked #257.

Brookwood Investment Group first reported a position in DIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $938K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Brookwood Investment Group held 6,747 shares of Walt Disney worth $649K as of Q2 2026.
  • Brookwood Investment Group sold 396 Walt Disney shares in Q2 2026, an estimated $40.4K.
  • Walt Disney made up 0.07% of Brookwood Investment Group's portfolio in Q2 2026, its #257 holding.
  • Brookwood Investment Group first reported a position in Walt Disney in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Walt Disney position peaked at $938K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.