Strategic Investment Solutions’s Walt Disney DIS Stock Holding History

Strategic Investment Solutions’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	$163K	Sell	1,698 -2,000	-54%	-$204K	0.04%	165
2026 Q1	$164K	Sell	3,698 -3,364	-48%	-$356K	0.04%	165
2025 Q4	$803K	Buy	7,062 +5,368	+317%	+$591K	0.19%	72
2025 Q3	$194K	Sell	1,694 -991	-37%	-$117K	0.05%	136
2025 Q2	$333K	Buy	2,685 +675	+34%	+$70.1K	0.1%	101
2025 Q1	$198K	Sell	2,010 -1,391	-41%	-$149K	0.06%	105
2024 Q4	$332K	Buy	3,401 +913	+37%	+$95.9K	0.11%	84
2024 Q3	$239K	Buy	2,488 +12	+0.5%	+$1.1K	0.07%	91
2024 Q2	$285K	Buy	+2,476	New	+$267K	0.09%	80
2023 Q4	$345K	Sell	3,817 -98,924	-96%	-$8.72M	0.06%	136
2023 Q3	$8.78M	Buy	102,741 +101,144	+6,333%	+$8.64M	0.11%	102
2023 Q2	$141K	Sell	1,597 -854	-35%	-$80.9K	0.03%	176
2023 Q1	$245K	Sell	2,451 -474	-16%	-$47.8K	0.05%	160
2022 Q4	$331K	Buy	+2,925	New	+$280K	0.16%	69

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Strategic Investment Solutions's DIS Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Walt Disney (DIS) stake by 54% in Q2 2026, selling an estimated $204K and leaving 1,698 shares worth $163K. The position accounts for 0.04% of the portfolio, ranked #165.

Strategic Investment Solutions first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.78M in Q3 2023. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Strategic Investment Solutions held 1,698 shares of Walt Disney worth $163K as of Q2 2026.
Strategic Investment Solutions sold 2,000 Walt Disney shares in Q2 2026, an estimated $204K.
Walt Disney made up 0.04% of Strategic Investment Solutions's portfolio in Q2 2026, its #165 holding.
Strategic Investment Solutions first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's Walt Disney position peaked at $8.78M in Q3 2023.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.