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Pointe Capital Management’s Walt Disney DIS Stock Holding History

Pointe Capital 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 		$373K Hold
3,872
– – 0.17% 110
2026
Q1 		$373K Sell
3,872
-218
-5% -$23K 0.18% 109
2025
Q4 		$465K Buy
4,090
+226
+6% +$24.9K 0.23% 95
2025
Q3 		$442K Sell
3,864
-459
-11% -$54.1K 0.22% 101
2025
Q2 		$536K Sell
4,323
-2
-0% -$208 0.28% 86
2025
Q1 		$427K Buy
4,325
+879
+26% +$94.5K 0.25% 99
2024
Q4 		$384K Buy
3,446
+1,101
+47% +$116K 0.22% 109
2024
Q3 		$226K Hold
2,345
– – 0.13% 149
2024
Q2 		$233K Buy
2,345
+42
+2% +$4.52K 0.14% 137
2024
Q1 		$282K Buy
+2,303
New +$241K 0.17% 127
2023
Q2 		– Sell
-220
Closed -$22K – 210
2023
Q1 		$22K Buy
+220
New +$22.2K 0.02% 271
2021
Q2 		– Sell
-1,087
Closed -$201K – 148
2021
Q1 		$201K Buy
+1,087
New +$200K 0.14% 137
2017
Q1 		– Sell
-5,194
Closed -$541K – 157
2016
Q4 		$541K Buy
+5,194
New +$506K 0.31% 72

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

Pointe Capital Management's DIS Position: Q2 2026 in Review

Pointe Capital Management held its Walt Disney (DIS) position steady in Q2 2026 at 3,872 shares worth $373K. The position accounts for 0.17% of the portfolio, ranked #110.

Pointe Capital Management first reported a position in DIS in Q4 2016 and has held it in 13 quarters since. The position peaked at $541K in Q4 2016. 2,935 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Pointe Capital Management held 3,872 shares of Walt Disney worth $373K as of Q2 2026.
  • Pointe Capital Management left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.17% of Pointe Capital Management's portfolio in Q2 2026, its #110 holding.
  • Pointe Capital Management first reported a position in Walt Disney in Q4 2016 and has held it in 13 quarters since.
  • Pointe Capital Management's Walt Disney position peaked at $541K in Q4 2016.
  • 2,935 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Pointe Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.