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SummitTX Capital’s Walt Disney DIS Stock Holding History

SummitTX Capital’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 		$1.13M Sell
11,791
-3,025
-20% -$308K 0.03% 436
2026
Q1 		$1.43M Buy
+14,816
New +$1.57M 0.04% 368

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

SummitTX Capital's DIS Position: Q2 2026 in Review

SummitTX Capital reduced its Walt Disney (DIS) stake by 20% in Q2 2026, selling an estimated $308K and leaving 11,791 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #436.

SummitTX Capital first reported a position in DIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.43M in Q1 2026. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • SummitTX Capital held 11,791 shares of Walt Disney worth $1.13M as of Q2 2026.
  • SummitTX Capital sold 3,025 Walt Disney shares in Q2 2026, an estimated $308K.
  • Walt Disney made up 0.03% of SummitTX Capital's portfolio in Q2 2026, its #436 holding.
  • SummitTX Capital first reported a position in Walt Disney in Q1 2026 and has held it in 2 quarters since.
  • SummitTX Capital's Walt Disney position peaked at $1.43M in Q1 2026.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.