GHI
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Gross & Hartman Investments’s Walt Disney DIS Stock Holding History

Gross & Hartman Investments’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 		$625K Buy
6,496
+513
+9% +$52.3K 0.28% 30
2026
Q1 		$577K Buy
5,983
+515
+9% +$54.4K 0.3% 31
2025
Q4 		$622K Buy
+5,468
New +$602K 0.35% 29

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gross & Hartman Investments's DIS Position: Q2 2026 in Review

Gross & Hartman Investments increased its Walt Disney (DIS) stake by 8.6% in Q2 2026, buying an estimated $52.3K and bringing the position to 6,496 shares worth $625K. The position accounts for 0.28% of the portfolio, ranked #30.

Gross & Hartman Investments first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. 2,814 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Gross & Hartman Investments held 6,496 shares of Walt Disney worth $625K as of Q2 2026.
  • Gross & Hartman Investments bought 513 Walt Disney shares in Q2 2026, an estimated $52.3K.
  • Walt Disney made up 0.28% of Gross & Hartman Investments's portfolio in Q2 2026, its #30 holding.
  • Gross & Hartman Investments first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • 2,814 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.