OCM
DIS icon

Orion Capital Management’s Walt Disney DIS Stock Holding History

Orion Capital 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 		$65.4K Buy
679
+145
+27% +$14.8K 0.02% 261
2026
Q1 		$51.5K Hold
534
– – 0.02% 259
2025
Q4 		$60.8K Hold
534
– – 0.02% 256
2025
Q3 		$61.2K Hold
534
– – 0.02% 254
2025
Q2 		$66.3K Hold
534
– – 0.03% 217
2025
Q1 		$52.7K Hold
534
– – 0.02% 236
2024
Q4 		$59.5K Buy
+534
New +$56.1K 0.03% 224
2024
Q3 		– Sell
-549
Closed -$54.5K – 238
2024
Q2 		$54.5K Hold
549
– – 0.03% 222
2024
Q1 		$67.2K Sell
549
-35
-6% -$3.66K 0.04% 205
2023
Q4 		$52.7K Buy
584
+150
+35% +$13.2K 0.03% 234
2023
Q3 		$35.2K Buy
+434
New +$37.1K 0.02% 261
2023
Q2 		– Sell
-1,217
Closed -$122K – 229
2023
Q1 		$122K Sell
1,217
-30
-2% -$3.02K 0.08% 146
2022
Q4 		$108K Sell
1,247
-100
-7% -$9.56K 0.08% 148
2022
Q3 		$127K Buy
1,347
+220
+20% +$23.5K 0.1% 130
2022
Q2 		$106K Sell
1,127
-250
-18% -$27.7K 0.08% 145
2022
Q1 		$189K Buy
1,377
+200
+17% +$28.9K 0.11% 121
2021
Q4 		$182K Buy
1,177
+400
+51% +$64.6K 0.1% 124
2021
Q3 		$131K Buy
777
+61
+9% +$10.9K 0.08% 142
2021
Q2 		$126K Hold
716
– – 0.08% 135
2021
Q1 		$132K Hold
716
– – 0.09% 124
2020
Q4 		$130K Buy
+716
New +$103K 0.1% 109

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

Orion Capital Management's DIS Position: Q2 2026 in Review

Orion Capital Management increased its Walt Disney (DIS) stake by 27% in Q2 2026, buying an estimated $14.8K and bringing the position to 679 shares worth $65.4K. The position accounts for 0.02% of the portfolio, ranked #261.

Orion Capital Management first reported a position in DIS in Q4 2020 and has held it in 21 quarters since. The position peaked at $189K in Q1 2022. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Orion Capital Management held 679 shares of Walt Disney worth $65.4K as of Q2 2026.
  • Orion Capital Management bought 145 Walt Disney shares in Q2 2026, an estimated $14.8K.
  • Walt Disney made up 0.02% of Orion Capital Management's portfolio in Q2 2026, its #261 holding.
  • Orion Capital Management first reported a position in Walt Disney in Q4 2020 and has held it in 21 quarters since.
  • Orion Capital Management's Walt Disney position peaked at $189K in Q1 2022.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.