InceptionR’s Walt Disney DIS Stock Holding History

InceptionR’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	–	Sell	-23,042	Closed	-$2.22M	–	709
2026 Q1	$2.22M	Buy	+23,042	New	+$2.44M	0.53%	3
2025 Q3	–	Sell	-9,065	Closed	-$1.12M	–	735
2025 Q2	$1.12M	Sell	9,065 -442	-5%	-$45.9K	0.26%	125
2025 Q1	$938K	Buy	+9,507	New	+$1.02M	0.28%	121
2023 Q2	–	Sell	-4,465	Closed	-$447K	–	461
2023 Q1	$447K	Buy	4,465 +375	+9%	+$37.8K	0.14%	268
2022 Q4	$355K	Buy	+4,090	New	+$391K	0.19%	234

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

InceptionR's DIS Position: Q2 2026 in Review

InceptionR sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 23,042 shares — an estimated $2.22M sold.

InceptionR first reported a position in DIS in Q4 2022 and held it in 5 quarters. The position peaked at $2.22M in Q1 2026. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

InceptionR reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
InceptionR sold 23,042 Walt Disney shares in Q2 2026, an estimated $2.22M.
InceptionR first reported a position in Walt Disney in Q4 2022 and held it in 5 quarters.
InceptionR's Walt Disney position peaked at $2.22M in Q1 2026.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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