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Orographic Financial Advisors’s Walt Disney DIS Stock Holding History

Orographic Financial 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 		$1.74M Buy
16,838
+1,009
+6% +$103K 1.15% 27
2026
Q1 		$1.52M Buy
+15,829
New +$1.67M 1.08% 31

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

Orographic Financial Advisors's DIS Position: Q2 2026 in Review

Orographic Financial Advisors increased its Walt Disney (DIS) stake by 6.4% in Q2 2026, buying an estimated $103K and bringing the position to 16,838 shares worth $1.74M. The position accounts for 1.15% of the portfolio, ranked #27.

Orographic Financial Advisors first reported a position in DIS in Q1 2026 and has held it in 2 quarters since. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Orographic Financial Advisors held 16,838 shares of Walt Disney worth $1.74M as of Q2 2026.
  • Orographic Financial Advisors bought 1,009 Walt Disney shares in Q2 2026, an estimated $103K.
  • Walt Disney made up 1.15% of Orographic Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Orographic Financial Advisors first reported a position in Walt Disney in Q1 2026 and has held it in 2 quarters since.
  • 2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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