Empirical Asset Management’s Walt Disney DIS Stock Holding History

Empirical Asset Management’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	$382K	Buy	+3,964	New	+$404K	0.09%	272
2026 Q1	–	Sell	-12,703	Closed	-$128K	–	405
2025 Q4	$128K	Sell	12,703 -929	-7%	-$102K	0.04%	339
2025 Q3	$235K	Buy	13,632 +11,421	+517%	+$1.35M	0.07%	326
2025 Q2	$274K	Sell	2,211 -3,764	-63%	-$391K	0.08%	270
2025 Q1	$590K	Sell	5,975 -901	-13%	-$96.8K	0.2%	147
2024 Q4	$766K	Sell	6,876 -4,010	-37%	-$421K	0.25%	112
2024 Q3	$561K	Sell	10,886 -914	-8%	-$84.1K	0.2%	151
2024 Q2	$669K	Buy	11,800 +9,953	+539%	+$1.07M	0.25%	113
2024 Q1	$226K	Buy	+1,847	New	+$193K	0.11%	245
2023 Q1	–	Sell	-7,052	Closed	-$409K	–	158
2022 Q4	$409K	Buy	+7,052	New	+$675K	0.43%	96
2022 Q1	–	Sell	-3,044	Closed	-$471K	–	162
2021 Q4	$471K	Buy	+3,044	New	+$492K	0.45%	81

Other funds holding DIS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Empirical Asset Management's DIS Position: Q2 2026 in Review

Empirical Asset Management opened a new position in Walt Disney (DIS) in Q2 2026: 3,964 shares worth $382K. The stake represents 0.09% of the portfolio and ranks #272 among its holdings. This is a return to the name: Empirical Asset Management previously reported a position in DIS as recently as Q4 2025.

Empirical Asset Management first reported a position in DIS in Q4 2021 and has held it in 11 quarters since. The position peaked at $766K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Empirical Asset Management held 3,964 shares of Walt Disney worth $382K as of Q2 2026.
Walt Disney was a new Empirical Asset Management position in Q2 2026.
Walt Disney made up 0.09% of Empirical Asset Management's portfolio in Q2 2026, its #272 holding.
Empirical Asset Management first reported a position in Walt Disney in Q4 2021 and has held it in 11 quarters since.
Empirical Asset Management's Walt Disney position peaked at $766K in Q4 2024.
2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.