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Haven Private’s Walt Disney DIS Stock Holding History

Haven Private’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 		$366K Sell
3,799
-120
-3% -$12.2K 0.14% 124
2026
Q1 		$378K Sell
3,919
-45
-1% -$4.76K 0.16% 122
2025
Q4 		$451K Buy
3,964
+110
+3% +$12.1K 0.2% 112
2025
Q3 		$441K Sell
3,854
-352
-8% -$41.5K 0.19% 109
2025
Q2 		$522K Buy
4,206
+597
+17% +$62K 0.23% 96
2025
Q1 		$356K Sell
3,609
-56
-2% -$6.02K 0.2% 98
2024
Q4 		$408K Buy
+3,665
New +$385K 0.23% 102

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

Haven Private's DIS Position: Q2 2026 in Review

Haven Private reduced its Walt Disney (DIS) stake by 3.1% in Q2 2026, selling an estimated $12.2K and leaving 3,799 shares worth $366K. The position accounts for 0.14% of the portfolio, ranked #124.

Haven Private first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $522K in Q2 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Haven Private held 3,799 shares of Walt Disney worth $366K as of Q2 2026.
  • Haven Private sold 120 Walt Disney shares in Q2 2026, an estimated $12.2K.
  • Walt Disney made up 0.14% of Haven Private's portfolio in Q2 2026, its #124 holding.
  • Haven Private first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Haven Private's Walt Disney position peaked at $522K in Q2 2025.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.