OLVIG
DIS icon

Oliver Lagore Vanvalin Investment Group’s Walt Disney DIS Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025
Q2 		$94.9K Buy
+961
New +$99.8K 0.04% 186
2024
Q4 		$110K Sell
984
-71
-7% -$7.46K 0.03% 171
2024
Q3 		$101K Sell
1,055
-120
-10% -$11K 0.03% 173
2024
Q2 		$117K Sell
1,175
-39
-3% -$4.2K 0.03% 155
2024
Q1 		$148K Buy
1,214
+799
+193% +$83.5K 0.04% 149
2023
Q4 		$37.5K Sell
415
-96
-19% -$8.46K 0.01% 242
2023
Q3 		$41.4K Sell
511
-496
-49% -$42.4K 0.02% 262
2023
Q2 		$89.9K Buy
1,007
+60
+6% +$5.68K 0.03% 182
2023
Q1 		$94.8K Buy
947
+71
+8% +$7.16K 0.04% 131
2022
Q4 		$76.1K Buy
876
+32
+4% +$3.06K 0.04% 145
2022
Q3 		$80K Sell
844
-50
-6% -$5.35K 0.05% 132
2022
Q2 		$84K Buy
894
+179
+25% +$19.9K 0.05% 140
2022
Q1 		$98K Buy
+715
New +$103K 0.07% 126

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Oliver Lagore Vanvalin Investment Group's DIS Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Walt Disney (DIS) in Q2 2025: 961 shares worth $94.9K. The stake represents 0.04% of the portfolio and ranks #186 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in DIS as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in DIS in Q1 2022 and has held it in 13 quarters since. The position peaked at $148K in Q1 2024. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 961 shares of Walt Disney worth $94.9K as of Q2 2025.
  • Walt Disney was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Walt Disney made up 0.04% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #186 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Walt Disney in Q1 2022 and has held it in 13 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Walt Disney position peaked at $148K in Q1 2024.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.