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Investment Partners’s Walt Disney DIS Stock Holding History

Investment Partners’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 		$512K Buy
5,318
+157
+3% +$16K 0.16% 113
2026
Q1 		$497K Sell
5,161
-24
-0.5% -$2.54K 0.18% 107
2025
Q4 		$590K Hold
5,185
– – 0.21% 94
2025
Q3 		$594K Sell
5,185
-83
-2% -$9.78K 0.21% 92
2025
Q2 		$653K Sell
5,268
-2,714
-34% -$282K 0.25% 84
2025
Q1 		$788K Sell
7,982
-16
-0.2% -$1.72K 0.33% 75
2024
Q4 		$891K Sell
7,998
-136
-2% -$14.3K 0.37% 67
2024
Q3 		$782K Sell
8,134
-67
-0.8% -$6.16K 0.33% 73
2024
Q2 		$814K Sell
8,201
-40
-0.5% -$4.31K 0.37% 68
2024
Q1 		$1.01M Buy
8,241
+15
+0.2% +$1.57K 0.46% 57
2023
Q4 		$743K Sell
8,226
-356
-4% -$31.4K 0.37% 73
2023
Q3 		$696K Sell
8,582
-54
-0.6% -$4.61K 0.37% 72
2023
Q2 		$771K Sell
8,636
-38
-0.4% -$3.6K 0.4% 70
2023
Q1 		$869K Sell
8,674
-1,054
-11% -$106K 0.46% 64
2022
Q4 		$845K Sell
9,728
-10,409
-52% -$996K 0.45% 68
2022
Q3 		$1.9M Buy
20,137
+8,715
+76% +$933K 0.57% 49
2022
Q2 		$1.08M Sell
11,422
-338
-3% -$37.5K 0.53% 52
2022
Q1 		$1.61M Buy
11,760
+130
+1% +$18.8K 0.68% 35
2021
Q4 		$1.8M Buy
11,630
+576
+5% +$93K 0.74% 33
2021
Q3 		$1.87M Sell
11,054
-108
-1% -$19.3K 0.85% 31
2021
Q2 		$1.96M Buy
11,162
+596
+6% +$107K 0.9% 31
2021
Q1 		$1.95M Buy
10,566
+50
+0.5% +$9.22K 0.95% 31
2020
Q4 		$1.91M Sell
10,516
-714
-6% -$102K 1.01% 29
2020
Q3 		$1.39M Sell
11,230
-1,500
-12% -$187K 0.83% 36
2020
Q2 		$1.42M Sell
12,730
-50
-0.4% -$5.52K 0.83% 36
2020
Q1 		$1.24M Buy
12,780
+739
+6% +$93.4K 0.89% 39
2019
Q4 		$1.74M Sell
12,041
-497
-4% -$69.4K 1.17% 25
2019
Q3 		$1.63M Sell
12,538
-308
-2% -$42.6K 1.19% 26
2019
Q2 		$1.79M Buy
12,846
+313
+2% +$41.5K 1.29% 22
2019
Q1 		$1.39M Buy
12,533
+172
+1% +$19.2K 1.01% 35
2018
Q4 		$1.35M Hold
12,361
– – 1.14% 30
2018
Q3 		$0 Buy
12,361
+9
+0.1% +$1K ﹤0.01% 138
2018
Q2 		$1.29M Sell
12,352
-550
-4% -$56.2K 0.96% 32
2018
Q1 		$1.3M Sell
12,902
-742
-5% -$78.8K 0.97% 32
2017
Q4 		$1.47M Buy
13,644
+31
+0.2% +$3.19K 1.09% 31
2017
Q3 		$1.34M Sell
13,613
-141
-1% -$14.5K 1.15% 31
2017
Q2 		$1.46M Buy
13,754
+504
+4% +$55.2K 1.33% 21
2017
Q1 		$1.5M Sell
13,250
-992
-7% -$109K 1.45% 20
2016
Q4 		$1.48M Sell
14,242
-6,046
-30% -$589K 1.45% 20
2016
Q3 		$1.88M Buy
20,288
+6,142
+43% +$588K 1.07% 32
2016
Q2 		$1.38M Buy
14,146
+64
+0.5% +$6.4K 1.38% 24
2016
Q1 		$1.48M Buy
14,082
+4,842
+52% +$467K 0.96% 37
2015
Q4 		$972K Buy
9,240
+200
+2% +$22.3K 1.17% 31
2015
Q3 		$923K Sell
9,040
-290
-3% -$31.6K 1.21% 33
2015
Q2 		$1.07M Buy
9,330
+200
+2% +$22K 1.28% 23
2015
Q1 		$957K Buy
9,130
+257
+3% +$25.9K 1.05% 30
2014
Q4 		$835K Buy
+8,873
New +$800K 0.96% 42

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

Investment Partners's DIS Position: Q2 2026 in Review

Investment Partners increased its Walt Disney (DIS) stake by 3% in Q2 2026, buying an estimated $16K and bringing the position to 5,318 shares worth $512K. The position accounts for 0.16% of the portfolio, ranked #113.

Investment Partners first reported a position in DIS in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.96M in Q2 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Investment Partners held 5,318 shares of Walt Disney worth $512K as of Q2 2026.
  • Investment Partners bought 157 Walt Disney shares in Q2 2026, an estimated $16K.
  • Walt Disney made up 0.16% of Investment Partners's portfolio in Q2 2026, its #113 holding.
  • Investment Partners first reported a position in Walt Disney in Q4 2014 and has held it in 47 quarters since.
  • Investment Partners's Walt Disney position peaked at $1.96M in Q2 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.