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Phoenix Financial’s Walt Disney DIS Stock Holding History

Phoenix Financial’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
2024
Q3 		– Sell
-35,900
Closed -$3.56K – 378
2024
Q2 		$3.56K Buy
+35,900
New +$3.86M ﹤0.01% 350

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

Phoenix Financial's DIS Position: Q2 2026 in Review

Phoenix Financial reduced its Walt Disney (DIS) stake by 36% in Q2 2026, selling an estimated $1.59M and leaving 27,910 shares worth $3.14M. The position accounts for 0.02% of the portfolio, ranked #160.

Phoenix Financial first reported a position in DIS in Q3 2019 and has held it in 28 quarters since. The position peaked at $62.9M in Q4 2021. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Phoenix Financial held 27,910 shares of Walt Disney worth $3.14M as of Q2 2026.
  • Phoenix Financial sold 15,621 Walt Disney shares in Q2 2026, an estimated $1.59M.
  • Walt Disney made up 0.02% of Phoenix Financial's portfolio in Q2 2026, its #160 holding.
  • Phoenix Financial first reported a position in Walt Disney in Q3 2019 and has held it in 28 quarters since.
  • Phoenix Financial's Walt Disney position peaked at $62.9M in Q4 2021.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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