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Concurrent Investment Advisors’s Walt Disney DIS Stock Holding History

Concurrent Investment 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
2025
Q1 		– Sell
-400
Closed -$44.5K – 1263
2024
Q4 		$44.5K Buy
+400
New +$42K ﹤0.01% 1076
2024
Q1 		– Sell
-100
Closed -$9.03K – 942
2023
Q4 		$9.03K Buy
+100
New +$8.82K ﹤0.01% 841

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

Concurrent Investment Advisors's DIS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Walt Disney (DIS) stake by 3.8% in Q2 2026, buying an estimated $327K and bringing the position to 88,460 shares worth $8.51M. The position accounts for 0.07% of the portfolio, ranked #301.

Concurrent Investment Advisors first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.8M in Q4 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Concurrent Investment Advisors held 88,460 shares of Walt Disney worth $8.51M as of Q2 2026.
  • Concurrent Investment Advisors bought 3,209 Walt Disney shares in Q2 2026, an estimated $327K.
  • Walt Disney made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #301 holding.
  • Concurrent Investment Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Walt Disney position peaked at $12.8M in Q4 2025.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.