Mason Morfit’s Walt Disney DIS Stock Holding History

Mason Morfit’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	–	Sell	-400,231	Closed	-$38.6M	–	19
2026 Q1	$38.6M	Sell	400,231 -2,677,700	-87%	-$283M	0.68%	17
2025 Q4	$350M	Sell	3,077,931 -1,314,000	-30%	-$145M	4.98%	9
2025 Q3	$503M	Sell	4,391,931 -695,700	-14%	-$81.9M	8.48%	6
2025 Q2	$631M	Sell	5,087,631 -1,478,400	-23%	-$154M	11.27%	3
2025 Q1	$648M	Hold	6,566,031	–	–	14.15%	2
2024 Q4	$731M	Sell	6,566,031 -898,800	-12%	-$94.4M	16.66%	2
2024 Q3	$718M	Buy	7,464,831 +1,331,200	+22%	+$122M	16.42%	3
2024 Q2	$609M	Buy	6,133,631 +715,000	+13%	+$77M	17.12%	3
2024 Q1	$663M	Buy	5,418,631 +332,300	+7%	+$34.7M	14.59%	3
2023 Q4	$459M	Buy	+5,086,331	New	+$448M	9.19%	6

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mason Morfit's DIS Position: Q2 2026 in Review

Mason Morfit sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 400,231 shares — an estimated $38.6M sold.

Mason Morfit first reported a position in DIS in Q4 2023 and held it in 10 quarters. The position peaked at $731M in Q4 2024. 2,923 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Mason Morfit reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
Mason Morfit sold 400,231 Walt Disney shares in Q2 2026, an estimated $38.6M.
Mason Morfit first reported a position in Walt Disney in Q4 2023 and held it in 10 quarters.
Mason Morfit's Walt Disney position peaked at $731M in Q4 2024.
2,923 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on ValueAct Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.