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Live Oak Investment Partners’s Walt Disney DIS Stock Holding History

Live Oak Investment Partners’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 		$1.52M Buy
15,741
+1,427
+10% +$145K 0.82% 36
2026
Q1 		$1.38M Buy
+14,314
New +$1.51M 0.81% 31
2024
Q4 		– Hold
0
– – – 170
2024
Q3 		– Hold
0
– – – 34
2024
Q2 		– Hold
0
– – – 33
2023
Q4 		– Hold
0
– – – 40
2023
Q3 		– Hold
0
– – – 42
2023
Q2 		– Hold
0
– – – 43
2023
Q1 		– Hold
0
– – – 39
2022
Q4 		– Hold
0
– – – 45

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 $3.38T AUM 44.17% 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

Live Oak Investment Partners's DIS Position: Q2 2026 in Review

Live Oak Investment Partners increased its Walt Disney (DIS) stake by 10% in Q2 2026, buying an estimated $145K and bringing the position to 15,741 shares worth $1.52M. The position accounts for 0.82% of the portfolio, ranked #36.

Live Oak Investment Partners first reported a position in DIS in Q1 2026 and has held it in 2 quarters since. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Live Oak Investment Partners held 15,741 shares of Walt Disney worth $1.52M as of Q2 2026.
  • Live Oak Investment Partners bought 1,427 Walt Disney shares in Q2 2026, an estimated $145K.
  • Walt Disney made up 0.82% of Live Oak Investment Partners's portfolio in Q2 2026, its #36 holding.
  • Live Oak Investment Partners first reported a position in Walt Disney in Q1 2026 and has held it in 2 quarters since.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.