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Independent Financial Group’s Walt Disney DIS Stock Holding History

Independent Financial Group’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 		$2.66M Sell
27,683
-2,362
-8% -$241K 0.05% 376
2026
Q1 		$2.9M Buy
30,045
+184
+0.6% +$19.4K 0.07% 309
2025
Q4 		$3.4M Sell
29,861
-2,758
-8% -$304K 0.08% 245
2025
Q3 		$3.74M Sell
32,619
-3,098
-9% -$365K 0.09% 209
2025
Q2 		$4.43M Buy
35,717
+94
+0.3% +$9.77K 0.12% 162
2025
Q1 		$3.52M Sell
35,623
-1,353
-4% -$145K 0.12% 172
2024
Q4 		$4.12M Buy
36,976
+4,995
+16% +$525K 0.14% 136
2024
Q3 		$3.08M Sell
31,981
-2,272
-7% -$209K 0.11% 179
2024
Q2 		$3.4M Buy
34,253
+265
+0.8% +$28.5K 0.14% 143
2024
Q1 		$4.16M Sell
33,988
-6,124
-15% -$640K 0.19% 112
2023
Q4 		$3.62M Sell
40,112
-200
-0.5% -$17.6K 0.19% 116
2023
Q3 		$3.27M Buy
40,312
+5,780
+17% +$494K 0.21% 100
2023
Q2 		$3.08M Sell
34,532
-1,539
-4% -$146K 0.21% 101
2023
Q1 		$3.61M Buy
36,071
+2,865
+9% +$289K 0.29% 74
2022
Q4 		$2.89M Buy
33,206
+2,797
+9% +$268K 0.25% 81
2022
Q3 		$2.87M Sell
30,409
-5,631
-16% -$603K 0.26% 71
2022
Q2 		$3.4M Sell
36,040
-3,781
-9% -$420K 0.36% 52
2022
Q1 		$5.46M Buy
39,821
+4,273
+12% +$618K 0.44% 31
2021
Q4 		$5.51M Buy
35,548
+5,234
+17% +$845K 0.45% 30
2021
Q3 		$5.13M Buy
30,314
+1,585
+6% +$283K 0.52% 31
2021
Q2 		$5.05M Buy
28,729
+379
+1% +$68.2K 0.54% 28
2021
Q1 		$5.23M Buy
28,350
+2,667
+10% +$492K 0.68% 20
2020
Q4 		$4.65M Buy
25,683
+2,233
+10% +$321K 0.69% 19
2020
Q3 		$2.91M Sell
23,450
-524
-2% -$65.5K 0.55% 27
2020
Q2 		$2.67M Buy
23,974
+3,989
+20% +$440K 0.59% 27
2020
Q1 		$1.93M Buy
+19,985
New +$2.53M 0.57% 34

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

Independent Financial Group's DIS Position: Q2 2026 in Review

Independent Financial Group reduced its Walt Disney (DIS) stake by 7.9% in Q2 2026, selling an estimated $241K and leaving 27,683 shares worth $2.66M. The position accounts for 0.05% of the portfolio, ranked #376.

Independent Financial Group first reported a position in DIS in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.51M in Q4 2021. 2,928 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Independent Financial Group held 27,683 shares of Walt Disney worth $2.66M as of Q2 2026.
  • Independent Financial Group sold 2,362 Walt Disney shares in Q2 2026, an estimated $241K.
  • Walt Disney made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #376 holding.
  • Independent Financial Group first reported a position in Walt Disney in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Walt Disney position peaked at $5.51M in Q4 2021.
  • 2,928 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.