DPI
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Diversified Portfolios Inc’s Walt Disney DIS Stock Holding History

Diversified Portfolios Inc’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 		$312K Buy
+3,243
New +$331K 0.02% 164
2022
Q2 		– Sell
-1,819
Closed -$249K – 132
2022
Q1 		$249K Buy
1,819
+19
+1% +$2.75K 0.06% 121
2021
Q4 		$279K Sell
1,800
-2,063
-53% -$333K 0.07% 113
2021
Q3 		$654K Sell
3,863
-1,089
-22% -$194K 0.18% 62
2021
Q2 		$870K Buy
4,952
+261
+6% +$46.9K 0.33% 40
2021
Q1 		$866K Buy
4,691
+309
+7% +$57K 0.28% 41
2020
Q4 		$794K Buy
4,382
+2,482
+131% +$356K 0.28% 38
2020
Q3 		$236K Hold
1,900
– – 0.1% 67
2020
Q2 		$212K Sell
1,900
-830
-30% -$91.6K 0.1% 60
2020
Q1 		$264K Sell
2,730
-161
-6% -$20.4K 0.15% 44
2019
Q4 		$418K Buy
2,891
+1,038
+56% +$145K 0.2% 35
2019
Q3 		$241K Buy
1,853
+11
+0.6% +$1.52K 0.12% 52
2019
Q2 		$257K Buy
1,842
+10
+0.5% +$1.33K 0.14% 44
2019
Q1 		$203K Buy
+1,832
New +$205K 0.11% 55

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

Diversified Portfolios Inc's DIS Position: Q2 2026 in Review

Diversified Portfolios Inc opened a new position in Walt Disney (DIS) in Q2 2026: 3,243 shares worth $312K. The stake represents 0.02% of the portfolio and ranks #164 among its holdings. This is a return to the name: Diversified Portfolios Inc previously reported a position in DIS as recently as Q1 2022.

Diversified Portfolios Inc first reported a position in DIS in Q1 2019 and has held it in 14 quarters since. The position peaked at $870K in Q2 2021. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Diversified Portfolios Inc held 3,243 shares of Walt Disney worth $312K as of Q2 2026.
  • Walt Disney was a new Diversified Portfolios Inc position in Q2 2026.
  • Walt Disney made up 0.02% of Diversified Portfolios Inc's portfolio in Q2 2026, its #164 holding.
  • Diversified Portfolios Inc first reported a position in Walt Disney in Q1 2019 and has held it in 14 quarters since.
  • Diversified Portfolios Inc's Walt Disney position peaked at $870K in Q2 2021.
  • 2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.