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Joseph Group Capital Management’s Walt Disney DIS Stock Holding History

Joseph Group Capital 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 		$54.2K Buy
563
+169
+43% +$17.2K 0.01% 126
2026
Q1 		$38K Buy
394
+7
+2% +$740 0.01% 120
2025
Q4 		$44K Buy
+387
New +$42.6K 0.01% 90
2025
Q3 		– Sell
-632
Closed -$78.4K – 99
2025
Q2 		$78.4K Buy
632
+132
+26% +$13.7K 0.03% 67
2025
Q1 		$49.4K Hold
500
– – 0.02% 71
2024
Q4 		$55.7K Buy
+500
New +$52.5K 0.02% 67
2024
Q2 		– Sell
-500
Closed -$61.2K – 77
2024
Q1 		$61.2K Hold
500
– – 0.03% 63
2023
Q4 		$45.1K Sell
500
-254
-34% -$22.4K 0.03% 65
2023
Q3 		$61.1K Buy
754
+454
+151% +$38.8K 0.04% 61
2023
Q2 		$26.8K Hold
300
– – 0.02% 67
2023
Q1 		$30K Sell
300
-11,971
-98% -$1.21M 0.03% 71
2022
Q4 		$1.07M Sell
12,271
-227
-2% -$21.7K 1.01% 32
2022
Q3 		$1.18M Buy
12,498
+1,216
+11% +$130K 1.29% 28
2022
Q2 		$1.06M Buy
11,282
+737
+7% +$81.8K 1.07% 31
2022
Q1 		$1.45M Buy
10,545
+390
+4% +$56.4K 1.46% 19
2021
Q4 		$1.57M Buy
+10,155
New +$1.64M 1.51% 18

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

Joseph Group Capital Management's DIS Position: Q2 2026 in Review

Joseph Group Capital Management increased its Walt Disney (DIS) stake by 43% in Q2 2026, buying an estimated $17.2K and bringing the position to 563 shares worth $54.2K. The position accounts for 0.01% of the portfolio, ranked #126.

Joseph Group Capital Management first reported a position in DIS in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.57M in Q4 2021. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Joseph Group Capital Management held 563 shares of Walt Disney worth $54.2K as of Q2 2026.
  • Joseph Group Capital Management bought 169 Walt Disney shares in Q2 2026, an estimated $17.2K.
  • Walt Disney made up 0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #126 holding.
  • Joseph Group Capital Management first reported a position in Walt Disney in Q4 2021 and has held it in 16 quarters since.
  • Joseph Group Capital Management's Walt Disney position peaked at $1.57M in Q4 2021.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.