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Downshift Financial’s Walt Disney DIS Stock Holding History

Downshift 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 		$65.6K Buy
+682
New +$69.5K 0.03% 144

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

Downshift Financial's DIS Position: Q2 2026 in Review

Downshift Financial opened a new position in Walt Disney (DIS) in Q2 2026: 682 shares worth $65.6K. The stake represents 0.03% of the portfolio and ranks #144 among its holdings.

2,919 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Downshift Financial held 682 shares of Walt Disney worth $65.6K as of Q2 2026.
  • Walt Disney was a new Downshift Financial position in Q2 2026.
  • Walt Disney made up 0.03% of Downshift Financial's portfolio in Q2 2026, its #144 holding.
  • 2,919 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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