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Commonwealth Retirement Investments’s Walt Disney DIS Stock Holding History

Commonwealth Retirement Investments’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 		$24.6K Buy
+256
New +$26.1K 0.01% 229
2026
Q1 		– Sell
-255
Closed -$29K – 192
2025
Q4 		$29K Buy
+255
New +$28.1K 0.01% 215

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 $3.38T AUM 44.17% 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

Commonwealth Retirement Investments's DIS Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in Walt Disney (DIS) in Q2 2026: 256 shares worth $24.6K. The stake represents 0.01% of the portfolio and ranks #229 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in DIS as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in DIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $29K in Q4 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Commonwealth Retirement Investments held 256 shares of Walt Disney worth $24.6K as of Q2 2026.
  • Walt Disney was a new Commonwealth Retirement Investments position in Q2 2026.
  • Walt Disney made up 0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #229 holding.
  • Commonwealth Retirement Investments first reported a position in Walt Disney in Q4 2025 and has held it in 2 quarters since.
  • Commonwealth Retirement Investments's Walt Disney position peaked at $29K in Q4 2025.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.