Dixon Fnancial Services’s Walt Disney DIS Stock Holding History

Dixon Fnancial Services’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	$253K	Hold	2,633	–	–	0.1%	43
2026 Q1	$254K	Hold	2,633	–	–	0.11%	38
2025 Q4	$300K	Hold	2,633	–	–	0.13%	38
2025 Q3	$301K	Hold	2,633	–	–	0.14%	38
2025 Q2	$327K	Hold	2,633	–	–	0.16%	31
2025 Q1	$260K	Hold	2,633	–	–	0.14%	35
2024 Q4	$293K	Sell	2,633 -5	-0.2%	-$525	0.16%	29
2024 Q3	$254K	Hold	2,638	–	–	0.13%	33
2024 Q2	$262K	Hold	2,638	–	–	0.15%	31
2024 Q1	$323K	Buy	2,638 +3	+0.1%	+$313	0.18%	27
2023 Q4	$238K	Hold	2,635	–	–	0.15%	24
2023 Q3	$214K	Buy	2,635 +96	+4%	+$8.2K	0.14%	22
2023 Q2	$227K	Hold	2,539	–	–	0.15%	23
2023 Q1	$254K	Sell	2,539 -21	-0.8%	-$2.12K	0.17%	20
2022 Q4	$222K	Sell	2,560 -1	-0%	-$96	0.16%	22
2022 Q3	$242K	Sell	2,561 -1	-0%	-$107	0.19%	20
2022 Q2	$242K	Sell	2,562 -4	-0.2%	-$444	0.18%	21
2022 Q1	$352K	Buy	2,566 +7	+0.3%	+$1.01K	0.27%	19
2021 Q4	$396K	Buy	+2,559	New	+$413K	0.29%	17

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Dixon Fnancial Services's DIS Position: Q2 2026 in Review

Dixon Fnancial Services held its Walt Disney (DIS) position steady in Q2 2026 at 2,633 shares worth $253K. The position accounts for 0.1% of the portfolio, ranked #43.

Dixon Fnancial Services first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $396K in Q4 2021. 1,815 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Dixon Fnancial Services held 2,633 shares of Walt Disney worth $253K as of Q2 2026.
Dixon Fnancial Services left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up 0.1% of Dixon Fnancial Services's portfolio in Q2 2026, its #43 holding.
Dixon Fnancial Services first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
Dixon Fnancial Services's Walt Disney position peaked at $396K in Q4 2021.
1,815 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Dixon Fnancial Services's 13F filing for Q2 2026, filed 14 Jul 2026.