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Lincluden Management’s Walt Disney DIS Stock Holding History

Lincluden 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 		$4.96M Buy
51,540
+16,148
+46% +$1.65M 0.49% 42
2026
Q1 		$3.41M Sell
35,392
-2,563
-7% -$271K 0.36% 54
2025
Q4 		$3.99M Buy
37,955
+8,008
+27% +$882K 0.34% 51
2025
Q3 		$3.43M Sell
29,947
-8,874
-23% -$1.05M 0.38% 55
2025
Q2 		$4.81M Sell
38,821
-6,400
-14% -$665K 0.53% 40
2025
Q1 		$4.46M Sell
45,221
-721
-2% -$77.5K 0.57% 39
2024
Q4 		$5.12M Sell
45,942
-7
-0% -$735 0.62% 35
2024
Q3 		$4.42M Buy
45,949
+10,256
+29% +$944K 0.48% 42
2024
Q2 		$3.54M Sell
35,693
-44
-0.1% -$4.74K 0.43% 48
2024
Q1 		$4.37M Sell
35,737
-367
-1% -$38.3K 0.52% 42
2023
Q4 		$3.26M Sell
36,104
-490
-1% -$43.2K 0.4% 48
2023
Q3 		$2.96M Sell
36,594
-129
-0.4% -$11K 0.36% 49
2023
Q2 		$3.28M Buy
36,723
+36
+0.1% +$3.41K 0.38% 49
2023
Q1 		$3.67M Sell
36,687
-674
-2% -$68K 0.42% 46
2022
Q4 		$3.25M Sell
37,361
-285
-0.8% -$27.3K 0.38% 44
2022
Q3 		$3.55M Buy
37,646
+17,405
+86% +$1.86M 0.45% 37
2022
Q2 		$1.91M Buy
20,241
+5,018
+33% +$557K 0.21% 61
2022
Q1 		$2.09M Sell
15,223
-200
-1% -$28.9K 0.18% 63
2021
Q4 		$2.39M Sell
15,423
-160
-1% -$25.8K 0.22% 60
2021
Q3 		$2.64M Buy
15,583
+579
+4% +$103K 0.26% 57
2021
Q2 		$2.64M Sell
15,004
-231
-2% -$41.5K 0.25% 58
2021
Q1 		$2.81M Sell
15,235
-1,210
-7% -$223K 0.27% 59
2020
Q4 		$2.98M Buy
+16,445
New +$2.36M 0.31% 53

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

Lincluden Management's DIS Position: Q2 2026 in Review

Lincluden Management increased its Walt Disney (DIS) stake by 46% in Q2 2026, buying an estimated $1.65M and bringing the position to 51,540 shares worth $4.96M. The position accounts for 0.49% of the portfolio, ranked #42.

Lincluden Management first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.12M in Q4 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Lincluden Management held 51,540 shares of Walt Disney worth $4.96M as of Q2 2026.
  • Lincluden Management bought 16,148 Walt Disney shares in Q2 2026, an estimated $1.65M.
  • Walt Disney made up 0.49% of Lincluden Management's portfolio in Q2 2026, its #42 holding.
  • Lincluden Management first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Lincluden Management's Walt Disney position peaked at $5.12M in Q4 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Lincluden Management's 13F filing for Q2 2026, filed 24 Jul 2026.