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Pinnacle West Asset Management’s Walt Disney DIS Stock Holding History

Pinnacle West Asset Management’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 		$1.3M Buy
13,463
+3
+0% +$306 0.9% 36
2026
Q1 		$1.3M Sell
13,460
-600
-4% -$63.4K 0.88% 35
2025
Q4 		$1.6M Sell
14,060
-225
-2% -$24.8K 1.04% 32
2025
Q3 		$1.64M Sell
14,285
-75
-0.5% -$8.83K 1.06% 31
2025
Q2 		$1.78M Sell
14,360
-60
-0.4% -$6.23K 1.23% 31
2025
Q1 		$1.42M Sell
14,420
-50
-0.3% -$5.37K 1.03% 34
2024
Q4 		$1.61M Sell
14,470
-50
-0.3% -$5.25K 1.15% 31
2024
Q3 		$1.4M Sell
14,520
-140
-1% -$12.9K 1% 34
2024
Q2 		$1.46M Sell
14,660
-175
-1% -$18.8K 1.13% 29
2024
Q1 		$1.81M Sell
14,835
-85
-0.6% -$8.88K 1.44% 21
2023
Q4 		$1.35M Buy
14,920
+650
+5% +$57.3K 1.15% 31
2023
Q3 		$1.16M Buy
14,270
+475
+3% +$40.6K 1.13% 32
2023
Q2 		$1.23M Sell
13,795
-230
-2% -$21.8K 1.2% 27
2023
Q1 		$1.4M Buy
+14,025
New +$1.41M 1.47% 18

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

Pinnacle West Asset Management's DIS Position: Q2 2026 in Review

Pinnacle West Asset Management increased its Walt Disney (DIS) stake by 0.02% in Q2 2026, buying an estimated $306 and bringing the position to 13,463 shares worth $1.3M. The position accounts for 0.9% of the portfolio, ranked #36.

Pinnacle West Asset Management first reported a position in DIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.81M in Q1 2024. 2,928 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Pinnacle West Asset Management held 13,463 shares of Walt Disney worth $1.3M as of Q2 2026.
  • Pinnacle West Asset Management bought 3 Walt Disney shares in Q2 2026, an estimated $306.
  • Walt Disney made up 0.9% of Pinnacle West Asset Management's portfolio in Q2 2026, its #36 holding.
  • Pinnacle West Asset Management first reported a position in Walt Disney in Q1 2023 and has held it in 14 quarters since.
  • Pinnacle West Asset Management's Walt Disney position peaked at $1.81M in Q1 2024.
  • 2,928 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.