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Invictus Private Wealth’s Walt Disney DIS Stock Holding History

Invictus Private Wealth’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
-3,326
Closed -$321K – 88
2026
Q1 		$321K Sell
3,326
-12,508
-79% -$1.32M 0.02% 69
2025
Q4 		$1.8M Sell
15,834
-67,954
-81% -$7.48M 0.11% 30
2025
Q3 		$9.59M Sell
83,788
-4,144
-5% -$488K 0.6% 23
2025
Q2 		$10.9M Buy
87,932
+15,326
+21% +$1.59M 0.75% 22
2025
Q1 		$7.17M Buy
72,606
+70,185
+2,899% +$7.54M 0.57% 24
2024
Q4 		$270K Sell
2,421
-79
-3% -$8.3K 0.02% 75
2024
Q3 		$240K Sell
2,500
-90
-3% -$8.28K 0.02% 78
2024
Q2 		$257K Sell
2,590
-24
-0.9% -$2.58K 0.02% 78
2024
Q1 		$320K Sell
2,614
-71
-3% -$7.42K 0.03% 73
2023
Q4 		$242K Sell
2,685
-50
-2% -$4.41K 0.02% 87
2023
Q3 		$222K Sell
2,735
-49,308
-95% -$4.21M 0.02% 88
2023
Q2 		$4.65M Buy
52,043
+49,077
+1,655% +$4.65M 0.5% 26
2023
Q1 		$297K Buy
+2,966
New +$299K 0.03% 74

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

Invictus Private Wealth's DIS Position: Q2 2026 in Review

Invictus Private Wealth sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 3,326 shares — an estimated $321K sold.

Invictus Private Wealth first reported a position in DIS in Q1 2023 and held it in 13 quarters. The position peaked at $10.9M in Q2 2025. 2,939 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Invictus Private Wealth reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Invictus Private Wealth sold 3,326 Walt Disney shares in Q2 2026, an estimated $321K.
  • Invictus Private Wealth first reported a position in Walt Disney in Q1 2023 and held it in 13 quarters.
  • Invictus Private Wealth's Walt Disney position peaked at $10.9M in Q2 2025.
  • 2,939 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.