INVST’s Walt Disney DIS Stock Holding History

INVST’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	-100	Closed	-$9.64K	–	351
2026 Q1	$9.64K	Buy	+100	New	+$10.6K	﹤0.01%	334

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

INVST's DIS Position: Q2 2026 in Review

INVST increased its Walt Disney (DIS) stake by 5.9% in Q2 2026, buying an estimated $99.8K and bringing the position to 17,545 shares worth $1.69M. The position accounts for 0.16% of the portfolio, ranked #95.

INVST first reported a position in DIS in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.16M in Q1 2024. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

INVST held 17,545 shares of Walt Disney worth $1.69M as of Q2 2026.
INVST bought 979 Walt Disney shares in Q2 2026, an estimated $99.8K.
Walt Disney made up 0.16% of INVST's portfolio in Q2 2026, its #95 holding.
INVST first reported a position in Walt Disney in Q2 2018 and has held it in 33 quarters since.
INVST's Walt Disney position peaked at $2.16M in Q1 2024.
2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.