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Osprey Private Wealth’s Walt Disney DIS Stock Holding History

Osprey Private Wealth’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 		$6.12M Buy
63,597
+1,742
+3% +$178K 1.58% 25
2026
Q1 		$5.96M Buy
61,855
+6,065
+11% +$641K 1.73% 25
2025
Q4 		$6.35M Buy
55,790
+9,635
+21% +$1.06M 1.83% 21
2025
Q3 		$5.28M Buy
46,155
+10,605
+30% +$1.25M 1.92% 20
2025
Q2 		$4.41M Sell
35,550
-175
-0.5% -$18.2K 2.4% 17
2025
Q1 		$3.53M Buy
35,725
+6,740
+23% +$724K 2.09% 22
2024
Q4 		$3.23M Buy
28,985
+750
+3% +$78.8K 2.25% 18
2024
Q3 		$2.72M Buy
+28,235
New +$2.6M 1.9% 23

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

Osprey Private Wealth's DIS Position: Q2 2026 in Review

Osprey Private Wealth increased its Walt Disney (DIS) stake by 2.8% in Q2 2026, buying an estimated $178K and bringing the position to 63,597 shares worth $6.12M. The position accounts for 1.58% of the portfolio, ranked #25.

Osprey Private Wealth first reported a position in DIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.35M in Q4 2025. 2,942 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Osprey Private Wealth held 63,597 shares of Walt Disney worth $6.12M as of Q2 2026.
  • Osprey Private Wealth bought 1,742 Walt Disney shares in Q2 2026, an estimated $178K.
  • Walt Disney made up 1.58% of Osprey Private Wealth's portfolio in Q2 2026, its #25 holding.
  • Osprey Private Wealth first reported a position in Walt Disney in Q3 2024 and has held it in 8 quarters since.
  • Osprey Private Wealth's Walt Disney position peaked at $6.35M in Q4 2025.
  • 2,942 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Osprey Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.