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Matthew Hamilton Rosenberg’s Walt Disney DIS Stock Holding History

Matthew Hamilton Rosenberg’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 		$237K Buy
2,460
+532
+28% +$54.2K 0.04% 199
2026
Q1 		$186K Sell
1,928
-880
-31% -$93K 0.04% 225
2025
Q4 		$319K Buy
2,808
+1,725
+159% +$190K 0.07% 139
2025
Q3 		$124K Sell
1,083
-10
-0.9% -$1.18K 0.03% 287
2025
Q2 		$136K Sell
1,093
-221
-17% -$23K 0.03% 273
2025
Q1 		$130K Buy
1,314
+49
+4% +$5.27K 0.03% 265
2024
Q4 		$141K Buy
1,265
+247
+24% +$25.9K 0.04% 247
2024
Q3 		$97.9K Buy
1,018
+95
+10% +$8.74K 0.03% 327
2024
Q2 		$90.5K Sell
923
-349
-27% -$37.6K 0.03% 320
2024
Q1 		$155K Sell
1,272
-204
-14% -$21.3K 0.04% 233
2023
Q4 		$133K Sell
1,476
-953
-39% -$84K 0.04% 246
2023
Q3 		$197K Sell
2,429
-404
-14% -$34.5K 0.07% 159
2023
Q2 		$253K Sell
2,833
-897
-24% -$85K 0.09% 138
2023
Q1 		$373K Sell
3,730
-206
-5% -$20.8K 0.12% 95
2022
Q4 		$342K Buy
3,936
+110
+3% +$10.5K 0.12% 106
2022
Q3 		$360K Buy
3,826
+118
+3% +$12.6K 0.14% 91
2022
Q2 		$356K Buy
3,708
+204
+6% +$22.6K 0.13% 98
2022
Q1 		$481K Sell
3,504
-26
-0.7% -$3.76K 0.17% 74
2021
Q4 		$547K Buy
3,530
+11
+0.3% +$1.78K 0.19% 63
2021
Q3 		$595K Buy
3,519
+124
+4% +$22.1K 0.24% 54
2021
Q2 		$597K Buy
3,395
+75
+2% +$13.5K 0.31% 39
2021
Q1 		$613K Buy
3,320
+31
+0.9% +$5.72K 0.35% 33
2020
Q4 		$596K Buy
3,289
+54
+2% +$7.75K 0.37% 34
2020
Q3 		$401K Hold
3,235
– – 0.29% 40
2020
Q2 		$361K Buy
3,235
+747
+30% +$82.5K 0.29% 41
2020
Q1 		$241K Buy
+2,488
New +$315K 0.24% 47

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

Matthew Hamilton Rosenberg's DIS Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Walt Disney (DIS) stake by 28% in Q2 2026, buying an estimated $54.2K and bringing the position to 2,460 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #199.

Matthew Hamilton Rosenberg first reported a position in DIS in Q1 2020 and has held it in 26 quarters since. The position peaked at $613K in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Matthew Hamilton Rosenberg held 2,460 shares of Walt Disney worth $237K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 532 Walt Disney shares in Q2 2026, an estimated $54.2K.
  • Walt Disney made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #199 holding.
  • Matthew Hamilton Rosenberg first reported a position in Walt Disney in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Walt Disney position peaked at $613K in Q1 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.