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 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 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

Live Oak Investment Partners's DIS Position: Q1 2026 in Review

Live Oak Investment Partners opened a new position in Walt Disney (DIS) in Q1 2026: 14,314 shares worth $1.38M. The stake represents 0.81% of the portfolio and ranks #31 among its holdings.

2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Live Oak Investment Partners held 14,314 shares of Walt Disney worth $1.38M as of Q1 2026.
Walt Disney was a new Live Oak Investment Partners position in Q1 2026.
Walt Disney made up 0.81% of Live Oak Investment Partners's portfolio in Q1 2026, its #31 holding.
2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.