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Sierra Summit Advisors’s Walt Disney DIS Stock Holding History

Sierra Summit Advisors’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 		$12.2M Buy
126,354
+121,664
+2,594% +$12.4M 1.36% 29
2026
Q1 		$452K Buy
4,690
+270
+6% +$28.5K 0.07% 156
2025
Q4 		$503K Sell
4,420
-70
-2% -$7.71K 0.08% 149
2025
Q3 		$514K Sell
4,490
-239
-5% -$28.1K 0.08% 152
2025
Q2 		$586K Sell
4,729
-150
-3% -$15.6K 0.1% 143
2025
Q1 		$482K Sell
4,879
-399
-8% -$42.9K 0.1% 151
2024
Q4 		$588K Sell
5,278
-657
-11% -$69K 0.12% 93
2024
Q3 		$571K Buy
5,935
+803
+16% +$73.9K 0.13% 91
2024
Q2 		$510K Buy
5,132
+552
+12% +$59.4K 0.13% 96
2024
Q1 		$560K Buy
4,580
+225
+5% +$23.5K 0.15% 85
2023
Q4 		$393K Buy
+4,355
New +$384K 0.11% 106

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

Sierra Summit Advisors's DIS Position: Q2 2026 in Review

Sierra Summit Advisors increased its Walt Disney (DIS) stake by 2,594% in Q2 2026, buying an estimated $12.4M and bringing the position to 126,354 shares worth $12.2M. The position accounts for 1.36% of the portfolio, ranked #29.

Sierra Summit Advisors first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. 2,928 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Sierra Summit Advisors held 126,354 shares of Walt Disney worth $12.2M as of Q2 2026.
  • Sierra Summit Advisors bought 121,664 Walt Disney shares in Q2 2026, an estimated $12.4M.
  • Walt Disney made up 1.36% of Sierra Summit Advisors's portfolio in Q2 2026, its #29 holding.
  • Sierra Summit Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • 2,928 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.