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Oxford Financial Group’s Walt Disney DIS Stock Holding History

Oxford Financial Group’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 		$512K Sell
5,319
-934
-15% -$95.2K 0.03% 161
2026
Q1 		$603K Buy
6,253
+197
+3% +$20.8K 0.03% 142
2025
Q4 		$689K Buy
6,056
+132
+2% +$14.5K 0.04% 119
2025
Q3 		$678K Buy
5,924
+621
+12% +$73.1K 0.04% 115
2025
Q2 		$658K Buy
5,303
+352
+7% +$36.6K 0.04% 110
2025
Q1 		$489K Sell
4,951
-206
-4% -$22.1K 0.03% 134
2024
Q4 		$574K Sell
5,157
-158
-3% -$16.6K 0.04% 129
2024
Q3 		$511K Sell
5,315
-542
-9% -$49.9K 0.03% 138
2024
Q2 		$582K Buy
5,857
+208
+4% +$22.4K 0.04% 134
2024
Q1 		$691K Sell
5,649
-1,276
-18% -$133K 0.05% 102
2023
Q4 		$625K Buy
6,925
+1,799
+35% +$159K 0.05% 113
2023
Q3 		$415K Sell
5,126
-1,893
-27% -$162K 0.04% 146
2023
Q2 		$627K Buy
7,019
+1,197
+21% +$113K 0.06% 116
2023
Q1 		$583K Sell
5,822
-713
-11% -$71.9K 0.07% 96
2022
Q4 		$568K Buy
6,535
+1,780
+37% +$170K 0.07% 99
2022
Q3 		$449K Sell
4,755
-395
-8% -$42.3K 0.07% 109
2022
Q2 		$486K Buy
5,150
+4
+0.1% +$444 0.07% 107
2022
Q1 		$706K Sell
5,146
-349
-6% -$50.5K 0.09% 94
2021
Q4 		$851K Buy
5,495
+240
+5% +$38.8K 0.1% 90
2021
Q3 		$889K Sell
5,255
-4,719
-47% -$841K 0.11% 79
2021
Q2 		$1.75M Buy
9,974
+575
+6% +$103K 0.24% 44
2021
Q1 		$1.73M Sell
9,399
-20
-0.2% -$3.69K 0.24% 36
2020
Q4 		$1.71M Sell
9,419
-25
-0.3% -$3.59K 0.25% 39
2020
Q3 		$1.17M Sell
9,444
-1,037
-10% -$130K 0.19% 46
2020
Q2 		$1.17M Sell
10,481
-1,913
-15% -$211K 0.2% 49
2020
Q1 		$1.2M Buy
+12,394
New +$1.57M 0.24% 44

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

Oxford Financial Group's DIS Position: Q2 2026 in Review

Oxford Financial Group reduced its Walt Disney (DIS) stake by 15% in Q2 2026, selling an estimated $95.2K and leaving 5,319 shares worth $512K. The position accounts for 0.03% of the portfolio, ranked #161.

Oxford Financial Group first reported a position in DIS in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.75M in Q2 2021. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Oxford Financial Group held 5,319 shares of Walt Disney worth $512K as of Q2 2026.
  • Oxford Financial Group sold 934 Walt Disney shares in Q2 2026, an estimated $95.2K.
  • Walt Disney made up 0.03% of Oxford Financial Group's portfolio in Q2 2026, its #161 holding.
  • Oxford Financial Group first reported a position in Walt Disney in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's Walt Disney position peaked at $1.75M in Q2 2021.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.