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Operose Advisors’s Walt Disney DIS Stock Holding History

Operose Advisors’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 		$11.2K Sell
116
-462
-80% -$47.1K ﹤0.01% 404
2026
Q1 		$55.7K Buy
578
+405
+234% +$42.8K 0.01% 269
2025
Q4 		$19.7K Hold
173
– – ﹤0.01% 345
2025
Q3 		$19.8K Hold
173
– – ﹤0.01% 327
2025
Q2 		$21.5K Sell
173
-17
-9% -$1.77K 0.01% 292
2025
Q1 		$18.8K Buy
190
+5
+3% +$537 0.01% 284
2024
Q4 		$20.6K Sell
185
-441
-70% -$46.3K 0.01% 271
2024
Q3 		$60.2K Buy
626
+21
+3% +$1.93K 0.02% 248
2024
Q2 		$60.1K Sell
605
-240
-28% -$25.8K 0.02% 222
2024
Q1 		$103K Sell
845
-37
-4% -$3.87K 0.03% 193
2023
Q4 		$79.6K Sell
882
-1,057
-55% -$93.2K 0.03% 178
2023
Q3 		$157K Buy
1,939
+1,620
+508% +$138K 0.06% 159
2023
Q2 		$28.5K Hold
319
– – 0.01% 201
2023
Q1 		$31.9K Hold
319
– – 0.02% 187
2022
Q4 		$27.7K Buy
319
+37
+13% +$3.54K 0.01% 196
2022
Q3 		$27K Sell
282
-283
-50% -$30.3K 0.02% 195
2022
Q2 		$53K Sell
565
-70
-11% -$7.77K 0.04% 136
2022
Q1 		$87K Buy
635
+335
+112% +$48.4K 0.06% 116
2021
Q4 		$46K Buy
+300
New +$48.5K 0.04% 145

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

Operose Advisors's DIS Position: Q2 2026 in Review

Operose Advisors reduced its Walt Disney (DIS) stake by 80% in Q2 2026, selling an estimated $47.1K and leaving 116 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Operose Advisors first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $157K in Q3 2023. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Operose Advisors held 116 shares of Walt Disney worth $11.2K as of Q2 2026.
  • Operose Advisors sold 462 Walt Disney shares in Q2 2026, an estimated $47.1K.
  • Walt Disney made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #404 holding.
  • Operose Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Operose Advisors's Walt Disney position peaked at $157K in Q3 2023.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.