Occudo Quantitative Strategies’s Walt Disney DIS Stock Holding History

Occudo Quantitative Strategies’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	$804K	Buy	+8,350	New	+$851K	0.04%	414
2025 Q3	–	Sell	-61,486	Closed	-$7.62M	–	713
2025 Q2	$7.62M	Buy	+61,486	New	+$6.39M	0.86%	21
2025 Q1	–	Sell	-17,618	Closed	-$1.96M	–	708
2024 Q4	$1.96M	Buy	+17,618	New	+$1.85M	0.35%	69
2024 Q2	–	Sell	-1,993	Closed	-$244K	–	806
2024 Q1	$244K	Buy	+1,993	New	+$208K	0.04%	534
2023 Q4	–	Sell	-16,942	Closed	-$1.37M	–	881
2023 Q3	$1.37M	Buy	+16,942	New	+$1.45M	0.18%	172
2023 Q2	–	Sell	-8,398	Closed	-$841K	–	1069
2023 Q1	$841K	Sell	8,398 -32,897	-80%	-$3.32M	0.08%	365
2022 Q4	$3.59M	Buy	+41,295	New	+$3.95M	0.42%	18
2022 Q3	–	Sell	-67,765	Closed	-$6.4M	–	1240
2022 Q2	$6.4M	Buy	67,765 +66,220	+4,286%	+$7.35M	0.52%	4
2022 Q1	$212K	Sell	1,545 -35,652	-96%	-$5.15M	0.02%	923
2021 Q4	$5.76M	Buy	+37,197	New	+$6.01M	0.51%	10
2021 Q3	–	Sell	-5,752	Closed	-$1.01M	–	1037
2021 Q2	$1.01M	Buy	+5,752	New	+$1.03M	0.15%	207
2021 Q1	–	Sell	-4,455	Closed	-$807K	–	791
2020 Q4	$807K	Buy	+4,455	New	+$639K	0.25%	98

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

Occudo Quantitative Strategies's DIS Position: Q2 2026 in Review

Occudo Quantitative Strategies opened a new position in Walt Disney (DIS) in Q2 2026: 8,350 shares worth $804K. The stake represents 0.04% of the portfolio and ranks #414 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in DIS as recently as Q2 2025.

Occudo Quantitative Strategies first reported a position in DIS in Q4 2020 and has held it in 12 quarters since. The position peaked at $7.62M in Q2 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Occudo Quantitative Strategies held 8,350 shares of Walt Disney worth $804K as of Q2 2026.
Walt Disney was a new Occudo Quantitative Strategies position in Q2 2026.
Walt Disney made up 0.04% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #414 holding.
Occudo Quantitative Strategies first reported a position in Walt Disney in Q4 2020 and has held it in 12 quarters since.
Occudo Quantitative Strategies's Walt Disney position peaked at $7.62M in Q2 2025.
2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.