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Custom Index Systems’s Walt Disney DIS Stock Holding History

Custom Index Systems’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 		$112K Buy
+1,168
New +$119K 0.04% 303
2025
Q1 		– Sell
-1,885
Closed -$210K – 298
2024
Q4 		$210K Buy
+1,885
New +$198K 0.11% 235

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

Custom Index Systems's DIS Position: Q2 2026 in Review

Custom Index Systems opened a new position in Walt Disney (DIS) in Q2 2026: 1,168 shares worth $112K. The stake represents 0.04% of the portfolio and ranks #303 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in DIS as recently as Q4 2024.

Custom Index Systems first reported a position in DIS in Q4 2024 and has held it in 2 quarters since. The position peaked at $210K in Q4 2024. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Custom Index Systems held 1,168 shares of Walt Disney worth $112K as of Q2 2026.
  • Walt Disney was a new Custom Index Systems position in Q2 2026.
  • Walt Disney made up 0.04% of Custom Index Systems's portfolio in Q2 2026, its #303 holding.
  • Custom Index Systems first reported a position in Walt Disney in Q4 2024 and has held it in 2 quarters since.
  • Custom Index Systems's Walt Disney position peaked at $210K in Q4 2024.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.