Forum Finance Group’s Walt Disney DIS Stock Holding History

Forum Finance Group’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	$2.4M	Buy	30,873 +200	+0.7%	+$20.4K	0.86%	37
2026 Q1	$2.34M	Buy	+30,673	New	+$3.24M	1.27%	23

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 $3.37T AUM 44.26% 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

Forum Finance Group's DIS Position: Q2 2026 in Review

Forum Finance Group increased its Walt Disney (DIS) stake by 0.65% in Q2 2026, buying an estimated $20.4K and bringing the position to 30,873 shares worth $2.4M. The position accounts for 0.86% of the portfolio, ranked #37.

Forum Finance Group first reported a position in DIS in Q1 2026 and has held it in 2 quarters since. 2,919 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Forum Finance Group held 30,873 shares of Walt Disney worth $2.4M as of Q2 2026.
Forum Finance Group bought 200 Walt Disney shares in Q2 2026, an estimated $20.4K.
Walt Disney made up 0.86% of Forum Finance Group's portfolio in Q2 2026, its #37 holding.
Forum Finance Group first reported a position in Walt Disney in Q1 2026 and has held it in 2 quarters since.
2,919 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.