SR
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Syntax Research’s Walt Disney DIS Stock Holding History

Syntax Research’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 		$35.5K Hold
368
– – 0.03% 106
2026
Q1 		$35.5K Buy
368
+1
+0.3% +$106 0.02% 105
2025
Q4 		$41.7K Sell
367
-111
-23% -$12.2K 0.03% 98
2025
Q3 		$54.7K Buy
478
+1
+0.2% +$118 0.04% 91
2025
Q2 		$59.1K Hold
477
– – 0.04% 82
2025
Q1 		$47.1K Buy
477
+1
+0.2% +$107 0.03% 89
2024
Q4 		$53K Hold
476
– – 0.04% 86
2024
Q3 		$45.8K Buy
476
+1
+0.2% +$92 0.03% 91
2024
Q2 		$47.1K Hold
475
– – 0.04% 84
2024
Q1 		$58.1K Buy
475
+1
+0.2% +$104 0.04% 82
2023
Q4 		$42.8K Sell
474
-12
-2% -$1.06K 0.04% 91
2023
Q3 		$39.4K Buy
+486
New +$41.5K 0.03% 100

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

Syntax Research's DIS Position: Q2 2026 in Review

Syntax Research held its Walt Disney (DIS) position steady in Q2 2026 at 368 shares worth $35.5K. The position accounts for 0.03% of the portfolio, ranked #106.

Syntax Research first reported a position in DIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $59.1K in Q2 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Syntax Research held 368 shares of Walt Disney worth $35.5K as of Q2 2026.
  • Syntax Research left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.03% of Syntax Research's portfolio in Q2 2026, its #106 holding.
  • Syntax Research first reported a position in Walt Disney in Q3 2023 and has held it in 12 quarters since.
  • Syntax Research's Walt Disney position peaked at $59.1K in Q2 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.