SPC
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Spirepoint Private Client’s Walt Disney DIS Stock Holding History

Spirepoint Private Client’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 		$315K Sell
3,277
-730
-18% -$74.4K 0.03% 263
2026
Q1 		$386K Buy
4,007
+505
+14% +$53.4K 0.04% 220
2025
Q4 		$398K Buy
3,502
+326
+10% +$35.9K 0.04% 199
2025
Q3 		$364K Buy
+3,176
New +$374K 0.04% 195
2025
Q1 		– Sell
-1,889
Closed -$210K – 222
2024
Q4 		$210K Buy
+1,889
New +$198K 0.03% 209
2024
Q2 		– Sell
-1,950
Closed -$239K – 211
2024
Q1 		$239K Buy
+1,950
New +$204K 0.04% 178

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

Spirepoint Private Client's DIS Position: Q2 2026 in Review

Spirepoint Private Client reduced its Walt Disney (DIS) stake by 18% in Q2 2026, selling an estimated $74.4K and leaving 3,277 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #263.

Spirepoint Private Client first reported a position in DIS in Q1 2024 and has held it in 6 quarters since. The position peaked at $398K in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Spirepoint Private Client held 3,277 shares of Walt Disney worth $315K as of Q2 2026.
  • Spirepoint Private Client sold 730 Walt Disney shares in Q2 2026, an estimated $74.4K.
  • Walt Disney made up 0.03% of Spirepoint Private Client's portfolio in Q2 2026, its #263 holding.
  • Spirepoint Private Client first reported a position in Walt Disney in Q1 2024 and has held it in 6 quarters since.
  • Spirepoint Private Client's Walt Disney position peaked at $398K in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.