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Osbon Capital Management’s Walt Disney DIS Stock Holding History

Osbon 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 		$22K Sell
228
-1
-0.4% -$102 0.02% 192
2026
Q1 		$22.1K Hold
229
– – 0.02% 223
2025
Q4 		$26K Buy
+229
New +$25.2K 0.02% 166

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

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

Osbon Capital Management reduced its Walt Disney (DIS) stake by 0.44% in Q2 2026, selling an estimated $102 and leaving 228 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #192.

Osbon Capital Management first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $26K in Q4 2025. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Osbon Capital Management held 228 shares of Walt Disney worth $22K as of Q2 2026.
  • Osbon Capital Management sold 1 Walt Disney share in Q2 2026, an estimated $102.
  • Walt Disney made up 0.02% of Osbon Capital Management's portfolio in Q2 2026, its #192 holding.
  • Osbon Capital Management first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Osbon Capital Management's Walt Disney position peaked at $26K in Q4 2025.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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