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Financial Gravity Companies’s Walt Disney DIS Stock Holding History

Financial Gravity Companies’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 		$2.48M Buy
+25,746
New +$2.62M 0.4% 56
2025
Q2 		$2.72M Buy
+21,920
New +$2.28M 0.53% 48
2024
Q4 		$2.05M Buy
18,392
+1,505
+9% +$158K 0.47% 54
2024
Q3 		$1.62M Buy
+16,887
New +$1.55M 0.43% 55
2018
Q4 		$328K Buy
+2,951
New +$336K 0.3% 53
2018
Q1 		$26K Buy
258
+17
+7% +$1.81K 0.03% 484
2017
Q4 		$26K Buy
+241
New +$24.8K 0.03% 442

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

Financial Gravity Companies's DIS Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Walt Disney (DIS) in Q2 2026: 25,746 shares worth $2.48M. The stake represents 0.4% of the portfolio and ranks #56 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DIS as recently as Q2 2025.

Financial Gravity Companies first reported a position in DIS in Q4 2017 and has held it in 7 quarters since. The position peaked at $2.72M in Q2 2025. 2,934 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Financial Gravity Companies held 25,746 shares of Walt Disney worth $2.48M as of Q2 2026.
  • Walt Disney was a new Financial Gravity Companies position in Q2 2026.
  • Walt Disney made up 0.4% of Financial Gravity Companies's portfolio in Q2 2026, its #56 holding.
  • Financial Gravity Companies first reported a position in Walt Disney in Q4 2017 and has held it in 7 quarters since.
  • Financial Gravity Companies's Walt Disney position peaked at $2.72M in Q2 2025.
  • 2,934 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.