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Investors Portfolio Services’s Walt Disney DIS Stock Holding History

Investors Portfolio Services’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 		$16.9K Buy
175
+7
+4% +$714 0.01% 127
2026
Q1 		$16.1K Sell
168
-4
-2% -$423 0.02% 116
2025
Q4 		$19.8K Buy
+172
New +$18.9K 0.02% 101

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

Investors Portfolio Services's DIS Position: Q2 2026 in Review

Investors Portfolio Services increased its Walt Disney (DIS) stake by 4.2% in Q2 2026, buying an estimated $714 and bringing the position to 175 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #127.

Investors Portfolio Services first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.8K in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Investors Portfolio Services held 175 shares of Walt Disney worth $16.9K as of Q2 2026.
  • Investors Portfolio Services bought 7 Walt Disney shares in Q2 2026, an estimated $714.
  • Walt Disney made up 0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #127 holding.
  • Investors Portfolio Services first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Investors Portfolio Services's Walt Disney position peaked at $19.8K in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.