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Harrell Investment Partners’s Walt Disney DIS Stock Holding History

Harrell Investment Partners’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 		$1.41M Buy
14,694
+299
+2% +$30.5K 0.31% 65
2026
Q1 		$1.39M Buy
14,395
+68
+0.5% +$7.19K 0.33% 66
2025
Q4 		$1.63M Buy
14,327
+347
+2% +$38.2K 0.38% 59
2025
Q3 		$1.6M Buy
13,980
+478
+4% +$56.3K 0.38% 59
2025
Q2 		$1.67M Buy
+13,502
New +$1.4M 0.42% 57
2022
Q2 		– Sell
-1,549
Closed -$213K – 94
2022
Q1 		$213K Hold
1,549
– – 0.08% 95
2021
Q4 		$240K Buy
+1,549
New +$250K 0.07% 91

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

Harrell Investment Partners's DIS Position: Q2 2026 in Review

Harrell Investment Partners increased its Walt Disney (DIS) stake by 2.1% in Q2 2026, buying an estimated $30.5K and bringing the position to 14,694 shares worth $1.41M. The position accounts for 0.31% of the portfolio, ranked #65.

Harrell Investment Partners first reported a position in DIS in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.67M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Harrell Investment Partners held 14,694 shares of Walt Disney worth $1.41M as of Q2 2026.
  • Harrell Investment Partners bought 299 Walt Disney shares in Q2 2026, an estimated $30.5K.
  • Walt Disney made up 0.31% of Harrell Investment Partners's portfolio in Q2 2026, its #65 holding.
  • Harrell Investment Partners first reported a position in Walt Disney in Q4 2021 and has held it in 7 quarters since.
  • Harrell Investment Partners's Walt Disney position peaked at $1.67M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.