CF
DIS icon

Convergence Financial’s Walt Disney DIS Stock Holding History

Convergence Financial’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 		$396K Sell
4,112
-764
-16% -$77.9K 0.03% 190
2026
Q1 		$470K Buy
4,876
+1,665
+52% +$176K 0.05% 151
2025
Q4 		$365K Buy
3,211
+102
+3% +$11.2K 0.05% 147
2025
Q3 		$356K Sell
3,109
-945
-23% -$111K 0.05% 148
2025
Q2 		$503K Sell
4,054
-239
-6% -$24.8K 0.09% 111
2025
Q1 		$424K Sell
4,293
-1,547
-26% -$166K 0.08% 114
2024
Q4 		$650K Sell
5,840
-130
-2% -$13.7K 0.13% 78
2024
Q3 		$574K Sell
5,970
-1,202
-17% -$111K 0.12% 85
2024
Q2 		$712K Buy
7,172
+4,908
+217% +$528K 0.19% 70
2024
Q1 		$277K Buy
+2,264
New +$236K 0.11% 44

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

Convergence Financial's DIS Position: Q2 2026 in Review

Convergence Financial reduced its Walt Disney (DIS) stake by 16% in Q2 2026, selling an estimated $77.9K and leaving 4,112 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #190.

Convergence Financial first reported a position in DIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $712K in Q2 2024. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Convergence Financial held 4,112 shares of Walt Disney worth $396K as of Q2 2026.
  • Convergence Financial sold 764 Walt Disney shares in Q2 2026, an estimated $77.9K.
  • Walt Disney made up 0.03% of Convergence Financial's portfolio in Q2 2026, its #190 holding.
  • Convergence Financial first reported a position in Walt Disney in Q1 2024 and has held it in 10 quarters since.
  • Convergence Financial's Walt Disney position peaked at $712K in Q2 2024.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.