CAPTRUST Financial Advisors
DIS icon

CAPTRUST Financial Advisors’s Walt Disney DIS Stock Holding History

CAPTRUST Financial Advisors’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 		$241K Hold
2,500
– – ﹤0.01% 2751
2026
Q1 		$241K Buy
+2,500
New +$264K ﹤0.01% 2554
2023
Q4 		– Sell
-2,000
Closed -$162 – 2704
2023
Q3 		$162 Buy
+2,000
New +$171K ﹤0.01% 2592

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

CAPTRUST Financial Advisors's DIS Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Walt Disney (DIS) stake by 4.7% in Q2 2026, buying an estimated $1.52M and bringing the position to 333,976 shares worth $32.1M. The position accounts for 0.05% of the portfolio, ranked #290.

CAPTRUST Financial Advisors first reported a position in DIS in Q3 2017 and has held it in 36 quarters since. The position peaked at $39.1M in Q3 2021. 2,934 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • CAPTRUST Financial Advisors held 333,976 shares of Walt Disney worth $32.1M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 14,941 Walt Disney shares in Q2 2026, an estimated $1.52M.
  • Walt Disney made up 0.05% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #290 holding.
  • CAPTRUST Financial Advisors first reported a position in Walt Disney in Q3 2017 and has held it in 36 quarters since.
  • CAPTRUST Financial Advisors's Walt Disney position peaked at $39.1M in Q3 2021.
  • 2,934 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.