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Sharp Financial Services’s Walt Disney DIS Stock Holding History

Sharp Financial Services’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 		$206K Sell
2,139
-350
-14% -$35.7K 0.1% 125
2026
Q1 		$240K Buy
2,489
+637
+34% +$67.3K 0.12% 104
2025
Q4 		$211K Buy
+1,852
New +$204K 0.11% 108
2025
Q3 		– Sell
-1,630
Closed -$202K – 106
2025
Q2 		$202K Buy
+1,630
New +$169K 0.13% 87
2024
Q3 		– Sell
-2,026
Closed -$201K – 99
2024
Q2 		$201K Buy
+2,026
New +$218K 0.17% 95

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

Sharp Financial Services's DIS Position: Q2 2026 in Review

Sharp Financial Services reduced its Walt Disney (DIS) stake by 14% in Q2 2026, selling an estimated $35.7K and leaving 2,139 shares worth $206K. The position accounts for 0.1% of the portfolio, ranked #125.

Sharp Financial Services first reported a position in DIS in Q2 2024 and has held it in 5 quarters since. The position peaked at $240K in Q1 2026. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Sharp Financial Services held 2,139 shares of Walt Disney worth $206K as of Q2 2026.
  • Sharp Financial Services sold 350 Walt Disney shares in Q2 2026, an estimated $35.7K.
  • Walt Disney made up 0.1% of Sharp Financial Services's portfolio in Q2 2026, its #125 holding.
  • Sharp Financial Services first reported a position in Walt Disney in Q2 2024 and has held it in 5 quarters since.
  • Sharp Financial Services's Walt Disney position peaked at $240K in Q1 2026.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.