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Investment Research Partners’s Walt Disney DIS Stock Holding History

Investment Research 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 		$335K Buy
3,476
+95
+3% +$9.69K 0.11% 197
2026
Q1 		$326K Sell
3,381
-70
-2% -$7.4K 0.13% 173
2025
Q4 		$393K Buy
3,451
+179
+5% +$19.7K 0.17% 147
2025
Q3 		$361K Buy
+3,272
New +$385K 0.16% 148

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Investment Research Partners's DIS Position: Q2 2026 in Review

Investment Research Partners increased its Walt Disney (DIS) stake by 2.8% in Q2 2026, buying an estimated $9.69K and bringing the position to 3,476 shares worth $335K. The position accounts for 0.11% of the portfolio, ranked #197.

Investment Research Partners first reported a position in DIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $393K in Q4 2025. 2,316 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Investment Research Partners held 3,476 shares of Walt Disney worth $335K as of Q2 2026.
  • Investment Research Partners bought 95 Walt Disney shares in Q2 2026, an estimated $9.69K.
  • Walt Disney made up 0.11% of Investment Research Partners's portfolio in Q2 2026, its #197 holding.
  • Investment Research Partners first reported a position in Walt Disney in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's Walt Disney position peaked at $393K in Q4 2025.
  • 2,316 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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