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Sargent Investment Group’s Walt Disney DIS Stock Holding History

Sargent Investment Group’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
2021
Q3 		– Sell
-2,000
Closed -$2K – 207
2021
Q2 		$2K Buy
+2,000
New +$360K ﹤0.01% 211

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

Sargent Investment Group's DIS Position: Q2 2026 in Review

Sargent Investment Group increased its Walt Disney (DIS) stake by 6.5% in Q2 2026, buying an estimated $18.4K and bringing the position to 2,940 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #223.

Sargent Investment Group first reported a position in DIS in Q1 2019 and has held it in 27 quarters since. The position peaked at $740K in Q4 2020. 2,942 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Sargent Investment Group held 2,940 shares of Walt Disney worth $283K as of Q2 2026.
  • Sargent Investment Group bought 180 Walt Disney shares in Q2 2026, an estimated $18.4K.
  • Walt Disney made up 0.03% of Sargent Investment Group's portfolio in Q2 2026, its #223 holding.
  • Sargent Investment Group first reported a position in Walt Disney in Q1 2019 and has held it in 27 quarters since.
  • Sargent Investment Group's Walt Disney position peaked at $740K in Q4 2020.
  • 2,942 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.