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Oak Harvest Investment Services’s Walt Disney DIS Stock Holding History

Oak Harvest Investment Services’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 		– Sell
-34,841
Closed -$3.96M – 180
2025
Q4 		$3.96M Sell
34,841
-8,806
-20% -$970K 0.43% 79
2025
Q3 		$5M Sell
43,647
-17,487
-29% -$2.06M 0.58% 54
2025
Q2 		$7.58M Sell
61,134
-3,761
-6% -$391K 0.95% 35
2025
Q1 		$6.41M Buy
64,895
+3,235
+5% +$348K 0.89% 42
2024
Q4 		$6.87M Buy
+61,660
New +$6.48M 0.96% 38
2023
Q2 		– Sell
-28,015
Closed -$2.81M – 112
2023
Q1 		$2.81M Sell
28,015
-2,610
-9% -$263K 0.65% 53
2022
Q4 		$2.66M Sell
30,625
-8,726
-22% -$835K 0.69% 47
2022
Q3 		$3.71M Sell
39,351
-1,229
-3% -$132K 0.99% 41
2022
Q2 		$3.83M Sell
40,580
-4,209
-9% -$467K 1.03% 40
2022
Q1 		$6.14M Buy
44,789
+2,154
+5% +$311K 1.52% 26
2021
Q4 		$6.6M Sell
42,635
-131
-0.3% -$21.2K 1.64% 21
2021
Q3 		$7.24M Buy
42,766
+3,056
+8% +$545K 2.11% 9
2021
Q2 		$6.98M Buy
39,710
+1,357
+4% +$244K 2.3% 6
2021
Q1 		$7.08M Buy
38,353
+1,149
+3% +$212K 2.71% 6
2020
Q4 		$6.74M Buy
+37,204
New +$5.34M 2.89% 5

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Harvest Investment Services's DIS Position: Q1 2026 in Review

Oak Harvest Investment Services sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 34,841 shares — an estimated $3.96M sold.

Oak Harvest Investment Services first reported a position in DIS in Q4 2020 and held it in 15 quarters. The position peaked at $7.58M in Q2 2025. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Oak Harvest Investment Services reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 34,841 Walt Disney shares in Q1 2026, an estimated $3.96M.
  • Oak Harvest Investment Services first reported a position in Walt Disney in Q4 2020 and held it in 15 quarters.
  • Oak Harvest Investment Services's Walt Disney position peaked at $7.58M in Q2 2025.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Oak Harvest Investment Services's 13F filing for Q1 2026, filed 23 Apr 2026.