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Cardinal Point Capital Management’s Walt Disney DIS Stock Holding History

Cardinal Point 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
2026
Q2 		$3.04M Sell
31,552
-6,785
-18% -$692K 0.17% 68
2026
Q1 		$3.69M Sell
38,337
-2,331
-6% -$246K 0.23% 65
2025
Q4 		$4.63M Sell
40,668
-497
-1% -$54.7K 0.3% 59
2025
Q3 		$4.71M Sell
41,165
-122
-0.3% -$14.4K 0.33% 57
2025
Q2 		$5.12M Buy
41,287
+1,235
+3% +$128K 0.41% 55
2025
Q1 		$3.95M Buy
+40,052
New +$4.3M 0.36% 56

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

Cardinal Point Capital Management's DIS Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Walt Disney (DIS) stake by 18% in Q2 2026, selling an estimated $692K and leaving 31,552 shares worth $3.04M. The position accounts for 0.17% of the portfolio, ranked #68.

Cardinal Point Capital Management first reported a position in DIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.12M in Q2 2025. 2,928 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Cardinal Point Capital Management held 31,552 shares of Walt Disney worth $3.04M as of Q2 2026.
  • Cardinal Point Capital Management sold 6,785 Walt Disney shares in Q2 2026, an estimated $692K.
  • Walt Disney made up 0.17% of Cardinal Point Capital Management's portfolio in Q2 2026, its #68 holding.
  • Cardinal Point Capital Management first reported a position in Walt Disney in Q1 2025 and has held it in 6 quarters since.
  • Cardinal Point Capital Management's Walt Disney position peaked at $5.12M in Q2 2025.
  • 2,928 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.