FP
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Financial Perspectives’s Walt Disney DIS Stock Holding History

Financial Perspectives’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 		$556K Hold
5,779
– – 0.14% 98
2026
Q1 		$557K Buy
5,779
+201
+4% +$21.2K 0.16% 86
2025
Q4 		$635K Hold
5,578
– – 0.17% 78
2025
Q3 		$639K Sell
5,578
-5
-0.1% -$589 0.18% 77
2025
Q2 		$692K Hold
5,583
– – 0.21% 69
2025
Q1 		$551K Sell
5,583
-323
-5% -$34.7K 0.19% 74
2024
Q4 		$658K Buy
5,906
+646
+12% +$67.9K 0.22% 67
2024
Q3 		$506K Buy
5,260
+1
+0% +$92 0.18% 77
2024
Q2 		$522K Sell
5,259
-45
-0.8% -$4.84K 0.19% 69
2024
Q1 		$649K Sell
5,304
-187
-3% -$19.5K 0.25% 60
2023
Q4 		$496K Buy
5,491
+4
+0.1% +$353 0.2% 70
2023
Q3 		$445K Sell
5,487
-300
-5% -$25.6K 0.2% 70
2023
Q2 		$517K Sell
5,787
-80
-1% -$7.58K 0.23% 66
2023
Q1 		$587K Buy
5,867
+50
+0.9% +$5.04K 0.28% 55
2022
Q4 		$505K Hold
5,817
– – 0.26% 58
2022
Q3 		$549K Buy
5,817
+319
+6% +$34.1K 0.31% 52
2022
Q2 		$519K Hold
5,498
– – 0.29% 53
2022
Q1 		$754K Buy
5,498
+104
+2% +$15K 0.35% 47
2021
Q4 		$835K Hold
5,394
– – 0.4% 42
2021
Q3 		$913K Sell
5,394
-17
-0.3% -$3.03K 0.46% 38
2021
Q2 		$951K Hold
5,411
– – 0.46% 37
2021
Q1 		$998K Buy
5,411
+11
+0.2% +$2.03K 0.53% 36
2020
Q4 		$978K Buy
5,400
+491
+10% +$70.5K 0.56% 32
2020
Q3 		$609K Buy
4,909
+1
+0% +$125 0.4% 39
2020
Q2 		$547K Hold
4,908
– – 0.39% 40
2020
Q1 		$474K Buy
4,908
+576
+13% +$72.8K 0.38% 37
2019
Q4 		$627K Buy
+4,332
New +$605K 0.43% 30

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 Perspectives's DIS Position: Q2 2026 in Review

Financial Perspectives held its Walt Disney (DIS) position steady in Q2 2026 at 5,779 shares worth $556K. The position accounts for 0.14% of the portfolio, ranked #98.

Financial Perspectives first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $998K in Q1 2021. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Financial Perspectives held 5,779 shares of Walt Disney worth $556K as of Q2 2026.
  • Financial Perspectives left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.14% of Financial Perspectives's portfolio in Q2 2026, its #98 holding.
  • Financial Perspectives first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Walt Disney position peaked at $998K in Q1 2021.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.