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FORA Capital’s Walt Disney DIS Stock Holding History

FORA Capital’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 		$23M Buy
239,469
+94,960
+66% +$9.68M 1.58% 6
2026
Q1 		$13.9M Buy
144,509
+122,506
+557% +$12.9M 1.02% 22
2025
Q4 		$2.5M Buy
22,003
+8,059
+58% +$888K 0.3% 87
2025
Q3 		$1.6M Buy
+13,944
New +$1.64M 0.28% 89
2024
Q4 		– Sell
-9,396
Closed -$904K – 432
2024
Q3 		$904K Buy
+9,396
New +$865K 0.11% 221
2024
Q1 		– Sell
-29,760
Closed -$2.69M – 440
2023
Q4 		$2.69M Buy
+29,760
New +$2.62M 0.23% 124
2023
Q3 		– Sell
-16,141
Closed -$1.44M – 489
2023
Q2 		$1.44M Sell
16,141
-36,595
-69% -$3.47M 0.2% 131
2023
Q1 		$5.28M Buy
52,736
+17,685
+50% +$1.78M 0.53% 41
2022
Q4 		$3.05M Sell
35,051
-52,036
-60% -$4.98M 0.49% 52
2022
Q3 		$8.21M Buy
87,087
+8,401
+11% +$899K 1.58% 5
2022
Q2 		$7.43M Buy
78,686
+48,350
+159% +$5.37M 1.48% 4
2022
Q1 		$4.28M Buy
30,336
+23,324
+333% +$3.37M 0.77% 19
2021
Q4 		$1.09M Buy
+7,012
New +$1.13M 0.42% 67
2021
Q2 		– Sell
-153
Closed -$28K – 930
2021
Q1 		$28K Buy
+153
New +$28.2K 0.01% 641
2020
Q4 		– Sell
-12,913
Closed -$1.6M – 962
2020
Q3 		$1.6M Buy
12,913
+4,488
+53% +$561K 1.05% 14
2020
Q2 		$939K Sell
8,425
-64,027
-88% -$7.07M 0.32% 73
2020
Q1 		$7M Sell
72,452
-64,603
-47% -$8.17M 1.51% 4
2019
Q4 		$19.8M Buy
+137,055
New +$19.1M 2% 3

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 $3.38T AUM 44.17% 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

FORA Capital's DIS Position: Q2 2026 in Review

FORA Capital increased its Walt Disney (DIS) stake by 66% in Q2 2026, buying an estimated $9.68M and bringing the position to 239,469 shares worth $23M. The position accounts for 1.58% of the portfolio, ranked #6.

FORA Capital first reported a position in DIS in Q4 2019 and has held it in 18 quarters since. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • FORA Capital held 239,469 shares of Walt Disney worth $23M as of Q2 2026.
  • FORA Capital bought 94,960 Walt Disney shares in Q2 2026, an estimated $9.68M.
  • Walt Disney made up 1.58% of FORA Capital's portfolio in Q2 2026, its #6 holding.
  • FORA Capital first reported a position in Walt Disney in Q4 2019 and has held it in 18 quarters since.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.