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Spinnaker Investment Group’s Walt Disney DIS Stock Holding History

Spinnaker 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
2026
Q2 		$294K Buy
3,054
+895
+41% +$91.2K 0.05% 133
2026
Q1 		$208K Sell
2,159
-935
-30% -$98.8K 0.04% 138
2025
Q4 		$352K Buy
3,094
+5
+0.2% +$551 0.06% 118
2025
Q3 		$354K Buy
3,089
+784
+34% +$92.3K 0.07% 113
2025
Q2 		$286K Sell
2,305
-610
-21% -$63.4K 0.07% 81
2025
Q1 		$288K Buy
2,915
+248
+9% +$26.7K 0.07% 85
2024
Q4 		$297K Sell
2,667
-255
-9% -$26.8K 0.07% 79
2024
Q3 		$281K Sell
2,922
-275
-9% -$25.3K 0.07% 75
2024
Q2 		$317K Sell
3,197
-291
-8% -$31.3K 0.09% 66
2024
Q1 		$427K Buy
3,488
+25
+0.7% +$2.61K 0.12% 58
2023
Q4 		$313K Sell
3,463
-1,849
-35% -$163K 0.09% 66
2023
Q3 		$431K Sell
5,312
-68
-1% -$5.81K 0.14% 56
2023
Q2 		$480K Sell
5,380
-988
-16% -$93.6K 0.16% 53
2023
Q1 		$638K Buy
6,368
+333
+6% +$33.6K 0.22% 40
2022
Q4 		$524K Buy
6,035
+652
+12% +$62.4K 0.19% 43
2022
Q3 		$508K Sell
5,383
-10
-0.2% -$1.07K 0.2% 40
2022
Q2 		$509K Buy
5,393
+81
+2% +$8.99K 0.21% 38
2022
Q1 		$757K Buy
5,312
+132
+3% +$19.1K 0.25% 34
2021
Q4 		$777K Buy
+5,180
New +$837K 0.27% 35

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

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

Spinnaker Investment Group increased its Walt Disney (DIS) stake by 41% in Q2 2026, buying an estimated $91.2K and bringing the position to 3,054 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #133.

Spinnaker Investment Group first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $777K in Q4 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Spinnaker Investment Group held 3,054 shares of Walt Disney worth $294K as of Q2 2026.
  • Spinnaker Investment Group bought 895 Walt Disney shares in Q2 2026, an estimated $91.2K.
  • Walt Disney made up 0.05% of Spinnaker Investment Group's portfolio in Q2 2026, its #133 holding.
  • Spinnaker Investment Group first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Spinnaker Investment Group's Walt Disney position peaked at $777K in Q4 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.