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Studio Investment Management’s Walt Disney DIS Stock Holding History

Studio Investment 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 		$2.74M Buy
28,203
+2,430
+9% +$248K 0.46% 45
2026
Q1 		$2.48M Buy
25,773
+690
+3% +$72.9K 0.45% 45
2025
Q4 		$2.87M Buy
25,083
+453
+2% +$49.9K 0.52% 40
2025
Q3 		$2.82M Sell
24,630
-543
-2% -$64K 0.53% 41
2025
Q2 		$3.12M Sell
25,173
-328
-1% -$34.1K 0.63% 37
2025
Q1 		$2.52M Sell
25,501
-627
-2% -$67.4K 0.52% 43
2024
Q4 		$2.92M Buy
26,128
+24
+0.1% +$2.52K 0.62% 45
2024
Q3 		$2.51M Buy
26,104
+318
+1% +$29.3K 0.53% 48
2024
Q2 		$2.56M Buy
25,786
+1,581
+7% +$170K 0.58% 46
2024
Q1 		$2.96M Sell
24,205
-1,075
-4% -$112K 0.7% 43
2023
Q4 		$2.28M Buy
25,280
+2,193
+9% +$193K 0.58% 53
2023
Q3 		$1.87M Buy
23,087
+4,061
+21% +$347K 0.52% 52
2023
Q2 		$1.7M Buy
19,026
+1,208
+7% +$114K 0.48% 57
2023
Q1 		$1.78M Buy
17,818
+35
+0.2% +$3.53K 0.54% 50
2022
Q4 		$1.54M Buy
17,783
+575
+3% +$55K 0.5% 53
2022
Q3 		$1.62M Buy
17,208
+690
+4% +$73.8K 0.58% 52
2022
Q2 		$1.56M Buy
16,518
+3,681
+29% +$409K 0.54% 55
2022
Q1 		$1.76M Buy
12,837
+1,205
+10% +$174K 0.58% 58
2021
Q4 		$1.8M Sell
11,632
-14
-0.1% -$2.26K 0.65% 56
2021
Q3 		$1.97M Buy
+11,646
New +$2.08M 0.84% 38

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

Studio Investment Management's DIS Position: Q2 2026 in Review

Studio Investment Management increased its Walt Disney (DIS) stake by 9.4% in Q2 2026, buying an estimated $248K and bringing the position to 28,203 shares worth $2.74M. The position accounts for 0.46% of the portfolio, ranked #45.

Studio Investment Management first reported a position in DIS in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.12M in Q2 2025. 2,928 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Studio Investment Management held 28,203 shares of Walt Disney worth $2.74M as of Q2 2026.
  • Studio Investment Management bought 2,430 Walt Disney shares in Q2 2026, an estimated $248K.
  • Walt Disney made up 0.46% of Studio Investment Management's portfolio in Q2 2026, its #45 holding.
  • Studio Investment Management first reported a position in Walt Disney in Q3 2021 and has held it in 20 quarters since.
  • Studio Investment Management's Walt Disney position peaked at $3.12M in Q2 2025.
  • 2,928 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.