Frank Rimerman Advisors’s Walt Disney DIS Stock Holding History

Frank Rimerman Advisors’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	$2.3M	Buy	23,864 +1,191	+5%	+$121K	0.13%	129
2026 Q1	$2.19M	Buy	22,673 +281	+1%	+$29.7K	0.14%	116
2025 Q4	$2.55M	Buy	22,392 +2,982	+15%	+$328K	0.16%	103
2025 Q3	$2.22M	Sell	19,410 -147	-0.8%	-$17.3K	0.14%	113
2025 Q2	$2.43M	Buy	19,557 +2,545	+15%	+$264K	0.16%	101
2025 Q1	$1.68M	Sell	17,012 -1,572	-8%	-$169K	0.13%	125
2024 Q4	$2.07M	Buy	18,584 +2,058	+12%	+$216K	0.15%	105
2024 Q3	$1.59M	Sell	16,526 -869	-5%	-$80K	0.11%	148
2024 Q2	$1.73M	Buy	17,395 +16,981	+4,102%	+$1.83M	0.12%	134
2024 Q1	$50.7K	Hold	414	–	–	0.01%	125
2023 Q4	$37.4K	Buy	+414	New	+$36.5K	0.01%	127
2021 Q4	–	Sell	-1,279	Closed	-$216K	–	117
2021 Q3	$216K	Sell	1,279 -382	-23%	-$68.1K	0.08%	102
2021 Q2	$292K	Hold	1,661	–	–	0.11%	69
2021 Q1	$306K	Hold	1,661	–	–	0.14%	64
2020 Q4	$301K	Buy	+1,661	New	+$238K	0.14%	69

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

Frank Rimerman Advisors's DIS Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Walt Disney (DIS) stake by 5.3% in Q2 2026, buying an estimated $121K and bringing the position to 23,864 shares worth $2.3M. The position accounts for 0.13% of the portfolio, ranked #129.

Frank Rimerman Advisors first reported a position in DIS in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.55M in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Frank Rimerman Advisors held 23,864 shares of Walt Disney worth $2.3M as of Q2 2026.
Frank Rimerman Advisors bought 1,191 Walt Disney shares in Q2 2026, an estimated $121K.
Walt Disney made up 0.13% of Frank Rimerman Advisors's portfolio in Q2 2026, its #129 holding.
Frank Rimerman Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 15 quarters since.
Frank Rimerman Advisors's Walt Disney position peaked at $2.55M in Q4 2025.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.