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Saxon Interests’s Walt Disney DIS Stock Holding History

Saxon Interests’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 		$301K Sell
3,129
-927
-23% -$94.5K 0.08% 195
2026
Q1 		$391K Sell
4,056
-29
-0.7% -$3.06K 0.13% 165
2025
Q4 		$465K Buy
4,085
+7
+0.2% +$771 0.16% 123
2025
Q3 		$483K Buy
4,078
+20
+0.5% +$2.36K 0.19% 107
2025
Q2 		$401K Hold
4,058
– – 0.19% 120
2025
Q1 		$401K Buy
4,058
+646
+19% +$69.4K 0.19% 120
2024
Q4 		$380K Buy
3,412
+93
+3% +$9.77K 0.17% 122
2024
Q3 		$319K Buy
3,319
+227
+7% +$20.9K 0.15% 133
2024
Q2 		$307K Hold
3,092
– – 0.15% 133
2024
Q1 		$378K Sell
3,092
-13
-0.4% -$1.36K 0.18% 123
2023
Q4 		$280K Buy
+3,105
New +$274K 0.14% 142
2023
Q3 		– Sell
-3,098
Closed -$277K – 82
2023
Q2 		$277K Sell
3,098
-40
-1% -$3.79K 0.15% 138
2023
Q1 		$314K Sell
3,138
-54
-2% -$5.44K 0.18% 132
2022
Q4 		$302K Sell
3,192
-32
-1% -$3.06K 0.17% 127
2022
Q3 		$325K Hold
3,224
– – 0.2% 103
2022
Q2 		$304K Sell
3,224
-452
-12% -$50.2K 0.18% 114
2022
Q1 		$504K Sell
3,676
-1,930
-34% -$279K 0.27% 80
2021
Q4 		$884K Buy
+5,606
New +$905K 0.5% 48

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

Saxon Interests's DIS Position: Q2 2026 in Review

Saxon Interests reduced its Walt Disney (DIS) stake by 23% in Q2 2026, selling an estimated $94.5K and leaving 3,129 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #195.

Saxon Interests first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $884K in Q4 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Saxon Interests held 3,129 shares of Walt Disney worth $301K as of Q2 2026.
  • Saxon Interests sold 927 Walt Disney shares in Q2 2026, an estimated $94.5K.
  • Walt Disney made up 0.08% of Saxon Interests's portfolio in Q2 2026, its #195 holding.
  • Saxon Interests first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • Saxon Interests's Walt Disney position peaked at $884K in Q4 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.