Sunpointe’s Walt Disney DIS Stock Holding History

Sunpointe’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	$399K	Buy	4,141 +36	+0.9%	+$3.67K	0.11%	166
2026 Q1	$396K	Sell	4,105 -357	-8%	-$37.7K	0.13%	158
2025 Q4	$511K	Buy	4,462 +185	+4%	+$20.4K	0.17%	131
2025 Q3	$490K	Sell	4,277 -366	-8%	-$43.1K	0.18%	123
2025 Q2	$578K	Sell	4,643 -627	-12%	-$65.1K	0.23%	98
2025 Q1	$520K	Buy	5,270 +197	+4%	+$21.2K	0.28%	75
2024 Q4	$567K	Buy	5,073 +309	+6%	+$32.5K	0.29%	76
2024 Q3	$458K	Sell	4,764 -152	-3%	-$14K	0.38%	70
2024 Q2	$488K	Sell	4,916 -40	-0.8%	-$4.31K	0.32%	63
2024 Q1	$606K	Buy	4,956 +14	+0.3%	+$1.46K	0.67%	35
2023 Q4	$448K	Buy	+4,942	New	+$436K	0.57%	54

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

Sunpointe's DIS Position: Q2 2026 in Review

Sunpointe increased its Walt Disney (DIS) stake by 0.88% in Q2 2026, buying an estimated $3.67K and bringing the position to 4,141 shares worth $399K. The position accounts for 0.11% of the portfolio, ranked #166.

Sunpointe first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $606K in Q1 2024. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Sunpointe held 4,141 shares of Walt Disney worth $399K as of Q2 2026.
Sunpointe bought 36 Walt Disney shares in Q2 2026, an estimated $3.67K.
Walt Disney made up 0.11% of Sunpointe's portfolio in Q2 2026, its #166 holding.
Sunpointe first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
Sunpointe's Walt Disney position peaked at $606K in Q1 2024.
2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.