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Convergence Investment Partners’s Walt Disney DIS Stock Holding History

Convergence Investment Partners’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 		– Sell
-2,414
Closed -$233K – 257
2026
Q1 		$233K Sell
2,414
-129
-5% -$13.6K 0.04% 227
2025
Q4 		$289K Sell
2,543
-76
-3% -$8.37K 0.06% 223
2025
Q3 		$300K Buy
2,619
+27
+1% +$3.18K 0.07% 222
2025
Q2 		$321K Sell
2,592
-133
-5% -$13.8K 0.08% 204
2025
Q1 		$269K Sell
2,725
-355
-12% -$38.2K 0.07% 219
2024
Q4 		$343K Buy
3,080
+346
+13% +$36.3K 0.08% 203
2024
Q3 		$263K Sell
2,734
-420
-13% -$38.6K 0.07% 211
2024
Q2 		$313K Sell
3,154
-52
-2% -$5.6K 0.09% 205
2024
Q1 		$392K Sell
3,206
-14
-0.4% -$1.46K 0.15% 159
2023
Q4 		$291K Buy
3,220
+92
+3% +$8.11K 0.15% 134
2023
Q3 		$254K Sell
3,128
-40
-1% -$3.42K 0.15% 126
2023
Q2 		$283K Sell
3,168
-128
-4% -$12.1K 0.16% 127
2023
Q1 		$330K Buy
3,296
+226
+7% +$22.8K 0.19% 115
2022
Q4 		$267K Sell
3,070
-413
-12% -$39.5K 0.16% 145
2022
Q3 		$329K Buy
3,483
+647
+23% +$69.2K 0.21% 109
2022
Q2 		$268K Sell
2,836
-409
-13% -$45.4K 0.16% 131
2022
Q1 		$445K Sell
3,245
-16
-0.5% -$2.31K 0.23% 108
2021
Q4 		$505K Sell
3,261
-234
-7% -$37.8K 0.26% 97
2021
Q3 		$591K Sell
3,495
-639
-15% -$114K 0.32% 88
2021
Q2 		$727K Sell
4,134
-195
-5% -$35.1K 0.31% 95
2021
Q1 		$799K Sell
4,329
-85
-2% -$15.7K 0.37% 86
2020
Q4 		$800K Buy
4,414
+90
+2% +$12.9K 0.4% 82
2020
Q3 		$537K Buy
4,324
+160
+4% +$20K 0.19% 181
2020
Q2 		$464K Buy
4,164
+409
+11% +$45.2K 0.16% 177
2020
Q1 		$363K Sell
3,755
-554
-13% -$70K 0.16% 183
2019
Q4 		$623K Buy
4,309
+28
+0.7% +$3.91K 0.18% 178
2019
Q3 		$558K Sell
4,281
-286
-6% -$39.5K 0.16% 178
2019
Q2 		$638K Sell
4,567
-23,655
-84% -$3.14M 0.15% 178
2019
Q1 		$3.13M Buy
28,222
+270
+1% +$30.2K 0.68% 36
2018
Q4 		$3.06M Buy
27,952
+7,742
+38% +$880K 0.7% 38
2018
Q3 		$2.36M Sell
20,210
-17,398
-46% -$1.94M 0.48% 65
2018
Q2 		$3.94M Buy
37,608
+127
+0.3% +$13K 0.55% 60
2018
Q1 		$3.77M Buy
37,481
+34,653
+1,225% +$3.68M 0.49% 63
2017
Q4 		$304K Buy
2,828
+269
+11% +$27.7K 0.04% 280
2017
Q3 		$252K Sell
2,559
-225
-8% -$23.1K 0.04% 303
2017
Q2 		$296K Buy
2,784
+411
+17% +$45K 0.04% 321
2017
Q1 		$269K Buy
2,373
+185
+8% +$20.4K 0.04% 323
2016
Q4 		$228K Sell
2,188
-319
-13% -$31.1K 0.03% 298
2016
Q3 		$233K Buy
2,507
+400
+19% +$38.3K 0.03% 317
2016
Q2 		$206K Sell
2,107
-115
-5% -$11.5K 0.03% 305
2016
Q1 		$221K Sell
2,222
-6
-0.3% -$579 0.03% 316
2015
Q4 		$234K Sell
2,228
-1
-0% -$111 0.03% 308
2015
Q3 		$228K Sell
2,229
-21
-0.9% -$2.29K 0.03% 331
2015
Q2 		$257K Sell
2,250
-11,282
-83% -$1.24M 0.03% 331
2015
Q1 		$1.42M Sell
13,532
-42,752
-76% -$4.31M 0.2% 201
2014
Q4 		$5.3M Buy
56,284
+6,122
+12% +$552K 0.71% 21
2014
Q3 		$4.47M Sell
50,162
-8,686
-15% -$766K 0.61% 31
2014
Q2 		$5.05M Buy
+58,848
New +$4.81M 0.67% 19

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 Investment Partners's DIS Position: Q2 2026 in Review

Convergence Investment Partners sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 2,414 shares — an estimated $233K sold.

Convergence Investment Partners first reported a position in DIS in Q2 2014 and held it in 48 quarters. The position peaked at $5.3M in Q4 2014. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Convergence Investment Partners reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Convergence Investment Partners sold 2,414 Walt Disney shares in Q2 2026, an estimated $233K.
  • Convergence Investment Partners first reported a position in Walt Disney in Q2 2014 and held it in 48 quarters.
  • Convergence Investment Partners's Walt Disney position peaked at $5.3M in Q4 2014.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.