PVI
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Pine Valley Investments’s Walt Disney DIS Stock Holding History

Pine Valley 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 		$1.7M Buy
17,662
+134
+0.8% +$13.7K 0.07% 240
2026
Q1 		$1.69M Sell
17,528
-957
-5% -$101K 0.08% 227
2025
Q4 		$2.11M Sell
18,485
-233
-1% -$25.7K 0.1% 193
2025
Q3 		$2.14M Sell
18,718
-616
-3% -$72.6K 0.11% 188
2025
Q2 		$2.4M Sell
19,334
-7,426
-28% -$772K 0.13% 170
2025
Q1 		$2.64M Sell
26,760
-481
-2% -$51.7K 0.16% 147
2024
Q4 		$3.04M Buy
27,241
+4,318
+19% +$454K 0.18% 131
2024
Q3 		$2.2M Sell
22,923
-907
-4% -$83.5K 0.13% 165
2024
Q2 		$2.37M Sell
23,830
-2,547
-10% -$274K 0.16% 141
2024
Q1 		$3.23M Sell
26,377
-2,444
-8% -$255K 0.22% 106
2023
Q4 		$2.61M Sell
28,821
-20,971
-42% -$1.85M 0.19% 123
2023
Q3 		$4.04M Buy
49,792
+6,925
+16% +$591K 0.37% 64
2023
Q2 		$3.83M Buy
42,867
+14,957
+54% +$1.42M 0.37% 64
2023
Q1 		$2.75M Buy
+27,910
New +$2.81M 0.41% 51

Other funds holding DIS

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Pine Valley Investments's DIS Position: Q2 2026 in Review

Pine Valley Investments increased its Walt Disney (DIS) stake by 0.76% in Q2 2026, buying an estimated $13.7K and bringing the position to 17,662 shares worth $1.7M. The position accounts for 0.07% of the portfolio, ranked #240.

Pine Valley Investments first reported a position in DIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.04M in Q3 2023. 1,655 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Pine Valley Investments held 17,662 shares of Walt Disney worth $1.7M as of Q2 2026.
  • Pine Valley Investments bought 134 Walt Disney shares in Q2 2026, an estimated $13.7K.
  • Walt Disney made up 0.07% of Pine Valley Investments's portfolio in Q2 2026, its #240 holding.
  • Pine Valley Investments first reported a position in Walt Disney in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's Walt Disney position peaked at $4.04M in Q3 2023.
  • 1,655 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.