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Smartleaf Asset Management’s Walt Disney DIS Stock Holding History

Smartleaf Asset 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 		$2.35M Hold
23,783
– – 0.08% 228
2026
Q1 		$2.24M Buy
23,783
+1,857
+8% +$196K 0.08% 224
2025
Q4 		$2.52M Buy
21,926
+2,324
+12% +$256K 0.1% 189
2025
Q3 		$2.25M Buy
19,602
+5,463
+39% +$643K 0.14% 156
2025
Q2 		$1.73M Sell
14,139
-2,569
-15% -$267K 0.15% 150
2025
Q1 		$1.64M Buy
16,708
+346
+2% +$37.2K 0.16% 149
2024
Q4 		$1.81M Buy
16,362
+3,603
+28% +$378K 0.18% 125
2024
Q3 		$1.23M Buy
12,759
+2,666
+26% +$245K 0.15% 156
2024
Q2 		$1.03M Buy
10,093
+1,114
+12% +$120K 0.17% 144
2024
Q1 		$1.09M Buy
8,979
+2,637
+42% +$275K 0.21% 115
2023
Q4 		$572K Buy
+6,342
New +$559K 0.15% 147

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

Smartleaf Asset Management's DIS Position: Q2 2026 in Review

Smartleaf Asset Management held its Walt Disney (DIS) position steady in Q2 2026 at 23,783 shares worth $2.35M. The position accounts for 0.08% of the portfolio, ranked #228.

Smartleaf Asset Management first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.52M in Q4 2025. 2,942 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Smartleaf Asset Management held 23,783 shares of Walt Disney worth $2.35M as of Q2 2026.
  • Smartleaf Asset Management left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.08% of Smartleaf Asset Management's portfolio in Q2 2026, its #228 holding.
  • Smartleaf Asset Management first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Walt Disney position peaked at $2.52M in Q4 2025.
  • 2,942 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.