OIM
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Oder Investment Management’s Walt Disney DIS Stock Holding History

Oder Investment Management’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 		$755K Sell
7,847
-1,332
-15% -$136K 0.51% 55
2026
Q1 		$885K Sell
9,179
-714
-7% -$75.5K 0.68% 40
2025
Q4 		$1.13M Sell
9,893
-623
-6% -$68.6K 0.82% 33
2025
Q3 		$1.2M Sell
10,516
-340
-3% -$40K 0.86% 32
2025
Q2 		$1.35M Hold
10,856
– – 1.02% 29
2025
Q1 		$1.07M Sell
10,856
-233
-2% -$25K 0.91% 30
2024
Q4 		$1.23M Sell
11,089
-582
-5% -$61.1K 1.03% 29
2024
Q3 		$1.12M Sell
11,671
-53
-0.5% -$4.88K 0.96% 31
2024
Q2 		$1.16M Buy
11,724
+25
+0.2% +$2.69K 1.05% 29
2024
Q1 		$1.43M Buy
11,699
+345
+3% +$36K 1.33% 21
2023
Q4 		$1.03M Buy
11,354
+74
+0.7% +$6.52K 1.01% 26
2023
Q3 		$914K Sell
11,280
-2,864
-20% -$245K 0.99% 26
2023
Q2 		$1.26M Sell
14,144
-13,877
-50% -$1.31M 1.38% 19
2023
Q1 		$2.81M Buy
28,021
+734
+3% +$74K 3.28% 6
2022
Q4 		$2.37M Buy
27,287
+824
+3% +$78.8K 2.95% 9
2022
Q3 		$2.5M Buy
26,463
+250
+1% +$26.8K 2.93% 9
2022
Q2 		$2.47M Buy
26,213
+1,053
+4% +$117K 3.04% 9
2022
Q1 		$3.45M Buy
25,160
+1,402
+6% +$203K 3.92% 5
2021
Q4 		$3.68M Buy
23,758
+2,719
+13% +$439K 5.19% 4
2021
Q3 		$3.56M Buy
21,039
+82
+0.4% +$14.6K 5.22% 3
2021
Q2 		$3.68M Buy
20,957
+1,086
+5% +$195K 4.8% 5
2021
Q1 		$3.67M Sell
19,871
-10
-0.1% -$1.84K 5.01% 4
2020
Q4 		$3.6M Buy
+19,881
New +$2.85M 3.53% 4

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

Oder Investment Management's DIS Position: Q2 2026 in Review

Oder Investment Management reduced its Walt Disney (DIS) stake by 15% in Q2 2026, selling an estimated $136K and leaving 7,847 shares worth $755K. The position accounts for 0.51% of the portfolio, ranked #55.

Oder Investment Management first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.68M in Q2 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Oder Investment Management held 7,847 shares of Walt Disney worth $755K as of Q2 2026.
  • Oder Investment Management sold 1,332 Walt Disney shares in Q2 2026, an estimated $136K.
  • Walt Disney made up 0.51% of Oder Investment Management's portfolio in Q2 2026, its #55 holding.
  • Oder Investment Management first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Oder Investment Management's Walt Disney position peaked at $3.68M in Q2 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Oder Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.