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IEQ Capital’s Walt Disney DIS Stock Holding History

IEQ 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 		$4.41M Sell
45,846
-89,654
-66% -$9.14M 0.02% 543
2026
Q1 		$13.1M Buy
135,500
+27,058
+25% +$2.86M 0.06% 295
2025
Q4 		$12.3M Buy
108,442
+37,754
+53% +$4.16M 0.04% 302
2025
Q3 		$8.09M Sell
70,688
-45,071
-39% -$5.31M 0.02% 379
2025
Q2 		$14.4M Buy
115,759
+11,304
+11% +$1.17M 0.09% 172
2025
Q1 		$10.3M Buy
104,455
+9,286
+10% +$998K 0.08% 188
2024
Q4 		$10.6M Sell
95,169
-71,249
-43% -$7.48M 0.1% 125
2024
Q3 		$16M Sell
166,418
-12,657
-7% -$1.16M 0.2% 71
2024
Q2 		$17.8M Buy
179,075
+2,779
+2% +$299K 0.24% 61
2024
Q1 		$21.6M Buy
176,296
+12,605
+8% +$1.32M 0.31% 53
2023
Q4 		$14.8M Buy
163,691
+42,807
+35% +$3.77M 0.25% 62
2023
Q3 		$9.8M Sell
120,884
-23,926
-17% -$2.04M 0.2% 80
2023
Q2 		$12.9M Sell
144,810
-6,401
-4% -$606K 0.26% 62
2023
Q1 		$15.1M Buy
151,211
+8,076
+6% +$814K 0.35% 48
2022
Q4 		$12.4M Sell
143,135
-6,194
-4% -$592K 0.35% 55
2022
Q3 		$14.1M Buy
149,329
+1,151
+0.8% +$123K 0.39% 42
2022
Q2 		$14M Buy
148,178
+10,527
+8% +$1.17M 0.42% 43
2022
Q1 		$18.9M Buy
137,651
+18,022
+15% +$2.61M 0.45% 40
2021
Q4 		$18.5M Buy
119,629
+3,977
+3% +$642K 0.43% 42
2021
Q3 		$19.6M Buy
115,652
+6,083
+6% +$1.08M 0.52% 33
2021
Q2 		$19.3M Buy
109,569
+4,403
+4% +$792K 0.57% 32
2021
Q1 		$19.4M Buy
105,166
+10,226
+11% +$1.89M 0.8% 24
2020
Q4 		$17.2M Buy
94,940
+10,784
+13% +$1.55M 0.77% 30
2020
Q3 		$10.4M Sell
84,156
-6,817
-7% -$852K 0.56% 37
2020
Q2 		$10.1M Buy
90,973
+3,107
+4% +$343K 0.66% 30
2020
Q1 		$8.49M Buy
87,866
+55,611
+172% +$7.03M 0.68% 29
2019
Q4 		$4.67M Buy
+32,255
New +$4.5M 0.41% 40

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

IEQ Capital's DIS Position: Q2 2026 in Review

IEQ Capital reduced its Walt Disney (DIS) stake by 66% in Q2 2026, selling an estimated $9.14M and leaving 45,846 shares worth $4.41M. The position accounts for 0.02% of the portfolio, ranked #543.

IEQ Capital first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $21.6M in Q1 2024. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • IEQ Capital held 45,846 shares of Walt Disney worth $4.41M as of Q2 2026.
  • IEQ Capital sold 89,654 Walt Disney shares in Q2 2026, an estimated $9.14M.
  • Walt Disney made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #543 holding.
  • IEQ Capital first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • IEQ Capital's Walt Disney position peaked at $21.6M in Q1 2024.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.