Hobart Private Capital’s Walt Disney DIS Stock Holding History

Hobart Private Capital’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	$408K	Sell	4,235 -232	-5%	-$23.7K	0.07%	107
2026 Q1	$431K	Sell	4,467 -193	-4%	-$20.4K	0.08%	86
2025 Q4	$530K	Sell	4,660 -768	-14%	-$84.6K	0.1%	88
2025 Q3	$622K	Buy	5,428 +1,697	+45%	+$200K	0.13%	78
2025 Q2	$463K	Buy	+3,731	New	+$388K	0.11%	82
2021 Q2	–	Sell	-1,659	Closed	-$306K	–	132
2021 Q1	$306K	Hold	1,659	–	–	0.13%	108
2020 Q4	$301K	Sell	1,659 -476	-22%	-$68.3K	0.13%	120
2020 Q3	$265K	Buy	2,135 +98	+5%	+$12.3K	0.14%	126
2020 Q2	$227K	Sell	2,037 -1,775	-47%	-$196K	0.13%	138
2020 Q1	$368K	Sell	3,812 -1,281	-25%	-$162K	0.25%	100
2019 Q4	$737K	Buy	5,093 +497	+11%	+$69.4K	0.45%	56
2019 Q3	$599K	Buy	4,596 +80	+2%	+$11.1K	0.41%	58
2019 Q2	$631K	Buy	+4,516	New	+$599K	0.44%	55

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

Hobart Private Capital's DIS Position: Q2 2026 in Review

Hobart Private Capital reduced its Walt Disney (DIS) stake by 5.2% in Q2 2026, selling an estimated $23.7K and leaving 4,235 shares worth $408K. The position accounts for 0.07% of the portfolio, ranked #107.

Hobart Private Capital first reported a position in DIS in Q2 2019 and has held it in 13 quarters since. The position peaked at $737K in Q4 2019. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Hobart Private Capital held 4,235 shares of Walt Disney worth $408K as of Q2 2026.
Hobart Private Capital sold 232 Walt Disney shares in Q2 2026, an estimated $23.7K.
Walt Disney made up 0.07% of Hobart Private Capital's portfolio in Q2 2026, its #107 holding.
Hobart Private Capital first reported a position in Walt Disney in Q2 2019 and has held it in 13 quarters since.
Hobart Private Capital's Walt Disney position peaked at $737K in Q4 2019.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.