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Stonebrook Private’s Walt Disney DIS Stock Holding History

Stonebrook Private’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 		$223K Sell
2,319
-201
-8% -$20.5K 0.04% 235
2026
Q1 		$243K Buy
2,520
+207
+9% +$21.9K 0.05% 189
2025
Q4 		$263K Sell
2,313
-44
-2% -$4.85K 0.06% 171
2025
Q3 		$270K Buy
2,357
+92
+4% +$10.8K 0.06% 170
2025
Q2 		$281K Buy
2,265
+65
+3% +$6.75K 0.07% 158
2025
Q1 		$217K Buy
2,200
+236
+12% +$25.4K 0.06% 177
2024
Q4 		$219K Buy
+1,964
New +$206K 0.06% 170

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

Stonebrook Private's DIS Position: Q2 2026 in Review

Stonebrook Private reduced its Walt Disney (DIS) stake by 8% in Q2 2026, selling an estimated $20.5K and leaving 2,319 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #235.

Stonebrook Private first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $281K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Stonebrook Private held 2,319 shares of Walt Disney worth $223K as of Q2 2026.
  • Stonebrook Private sold 201 Walt Disney shares in Q2 2026, an estimated $20.5K.
  • Walt Disney made up 0.04% of Stonebrook Private's portfolio in Q2 2026, its #235 holding.
  • Stonebrook Private first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Stonebrook Private's Walt Disney position peaked at $281K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.