Compass Financial Management’s Walt Disney DIS Stock Holding History

Compass Financial 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	$2.13M	Buy	+22,122	New	+$2.26M	0.26%	108

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Compass Financial Management's DIS Position: Q2 2026 in Review

Compass Financial Management opened a new position in Walt Disney (DIS) in Q2 2026: 22,122 shares worth $2.13M. The stake represents 0.26% of the portfolio and ranks #108 among its holdings.

2,814 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Compass Financial Management held 22,122 shares of Walt Disney worth $2.13M as of Q2 2026.
Walt Disney was a new Compass Financial Management position in Q2 2026.
Walt Disney made up 0.26% of Compass Financial Management's portfolio in Q2 2026, its #108 holding.
2,814 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.