PI
DIS icon

PFG Investments’s Walt Disney DIS Stock Holding History

PFG Investments’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 		$4.44M Buy
46,149
+6,971
+18% +$711K 0.17% 112
2026
Q1 		$3.78M Buy
39,178
+36
+0.1% +$3.81K 0.18% 105
2025
Q4 		$4.45M Sell
39,142
-616
-2% -$67.8K 0.21% 86
2025
Q3 		$4.55M Sell
39,758
-289
-0.7% -$34K 0.24% 79
2025
Q2 		$4.97M Sell
40,047
-351
-0.9% -$36.5K 0.29% 66
2025
Q1 		$3.99M Sell
40,398
-12,462
-24% -$1.34M 0.26% 77
2024
Q4 		$5.89M Sell
52,860
-395
-0.7% -$41.5K 0.37% 47
2024
Q3 		$5.12M Buy
53,255
+14,535
+38% +$1.34M 0.33% 57
2024
Q2 		$3.84M Sell
38,720
-8,445
-18% -$909K 0.27% 72
2024
Q1 		$5.77M Buy
47,165
+34,775
+281% +$3.63M 0.35% 58
2023
Q4 		$1.12M Sell
12,390
-674
-5% -$59.4K 0.21% 122
2023
Q3 		$1.06M Sell
13,064
-427
-3% -$36.5K 0.2% 108
2023
Q2 		$1.2M Buy
13,491
+1,117
+9% +$106K 0.21% 99
2023
Q1 		$1.24M Buy
+12,374
New +$1.25M 0.25% 88

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

PFG Investments's DIS Position: Q2 2026 in Review

PFG Investments increased its Walt Disney (DIS) stake by 18% in Q2 2026, buying an estimated $711K and bringing the position to 46,149 shares worth $4.44M. The position accounts for 0.17% of the portfolio, ranked #112.

PFG Investments first reported a position in DIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.89M in Q4 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • PFG Investments held 46,149 shares of Walt Disney worth $4.44M as of Q2 2026.
  • PFG Investments bought 6,971 Walt Disney shares in Q2 2026, an estimated $711K.
  • Walt Disney made up 0.17% of PFG Investments's portfolio in Q2 2026, its #112 holding.
  • PFG Investments first reported a position in Walt Disney in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Walt Disney position peaked at $5.89M in Q4 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.