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J. Safra Asset Management’s Walt Disney DIS Stock Holding History

J. Safra Asset Management’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 		$32K Sell
332
-5,111
-94% -$521K ﹤0.01% 289
2026
Q1 		$525K Buy
5,443
+615
+13% +$65K 0.03% 155
2025
Q4 		$549K Buy
4,828
+2,311
+92% +$255K 0.03% 153
2025
Q3 		$288K Buy
2,517
+104
+4% +$12.2K 0.02% 151
2025
Q2 		$299K Buy
2,413
+214
+10% +$22.2K 0.02% 135
2025
Q1 		$217K Sell
2,199
-535
-20% -$57.5K 0.02% 138
2024
Q4 		$303K Buy
2,734
+2,060
+306% +$216K 0.02% 91
2024
Q3 		$64.7K Hold
674
– – 0.01% 145
2024
Q2 		$66.9K Buy
674
+134
+25% +$14.4K 0.01% 121
2024
Q1 		$66.1K Buy
540
+237
+78% +$24.8K 0.01% 74
2023
Q4 		$27.4K Hold
303
– – ﹤0.01% 92
2023
Q3 		$24.6K Buy
+303
New +$25.9K ﹤0.01% 90
2022
Q4 		– Sell
-5,000
Closed -$565K – 74
2022
Q3 		$565K Buy
+5,000
New +$535K 0.09% 22
2022
Q1 		– Hold
0
– – – 58
2016
Q3 		– Sell
-2,449
Closed -$240K – 174
2016
Q2 		$240K Sell
2,449
-17,858
-88% -$1.79M 0.39% 27
2016
Q1 		$2.02M Sell
20,307
-23,784
-54% -$2.3M 1.64% 15
2015
Q4 		$4.63M Buy
+44,091
New +$4.91M 3.55% 5

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

J. Safra Asset Management's DIS Position: Q2 2026 in Review

J. Safra Asset Management reduced its Walt Disney (DIS) stake by 94% in Q2 2026, selling an estimated $521K and leaving 332 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

J. Safra Asset Management first reported a position in DIS in Q4 2015 and has held it in 16 quarters since. The position peaked at $4.63M in Q4 2015. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • J. Safra Asset Management held 332 shares of Walt Disney worth $32K as of Q2 2026.
  • J. Safra Asset Management sold 5,111 Walt Disney shares in Q2 2026, an estimated $521K.
  • Walt Disney made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #289 holding.
  • J. Safra Asset Management first reported a position in Walt Disney in Q4 2015 and has held it in 16 quarters since.
  • J. Safra Asset Management's Walt Disney position peaked at $4.63M in Q4 2015.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.