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 Q1	$9.64K	Buy	+100	New	+$10.6K	﹤0.01%	334

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

INVST's DIS Position: Q1 2026 in Review

INVST increased its Walt Disney (DIS) stake by 48% in Q1 2026, buying an estimated $571K and bringing the position to 16,566 shares worth $1.6M. The position accounts for 0.18% of the portfolio, ranked #97.

INVST first reported a position in DIS in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.16M in Q1 2024. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

INVST held 16,566 shares of Walt Disney worth $1.6M as of Q1 2026.
INVST bought 5,407 Walt Disney shares in Q1 2026, an estimated $571K.
Walt Disney made up 0.18% of INVST's portfolio in Q1 2026, its #97 holding.
INVST first reported a position in Walt Disney in Q2 2018 and has held it in 32 quarters since.
INVST's Walt Disney position peaked at $2.16M in Q1 2024.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.