SR
DIS icon

Summer Road’s Walt Disney DIS Stock Holding History

Summer Road’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 		$177K Hold
1,842
– – 0.11% 7
2026
Q1 		$178K Buy
1,842
+1,382
+300% +$146K 0.13% 7
2025
Q4 		$52.3K Buy
460
+400
+667% +$44.1K 0.04% 14
2025
Q3 		$6.87K Sell
60
-64
-52% -$7.54K ﹤0.01% 17
2025
Q2 		$13.3K Hold
124
– – 0.01% 19
2025
Q1 		$11.8K Hold
124
– – 0.01% 20
2024
Q4 		$12.6K Hold
124
– – 0.01% 19
2024
Q3 		$11.5K Hold
124
– – 0.01% 21
2024
Q2 		$12.3K Buy
+124
New +$13.3K 0.01% 21

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

Summer Road's DIS Position: Q2 2026 in Review

Summer Road held its Walt Disney (DIS) position steady in Q2 2026 at 1,842 shares worth $177K. The position accounts for 0.11% of the portfolio, ranked #7.

Summer Road first reported a position in DIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $178K in Q1 2026. 2,919 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Summer Road held 1,842 shares of Walt Disney worth $177K as of Q2 2026.
  • Summer Road left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.11% of Summer Road's portfolio in Q2 2026, its #7 holding.
  • Summer Road first reported a position in Walt Disney in Q2 2024 and has held it in 9 quarters since.
  • Summer Road's Walt Disney position peaked at $178K in Q1 2026.
  • 2,919 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Summer Road's 13F filing for Q2 2026, filed 10 Aug 2026.