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Tevis Investment Management’s Walt Disney DIS Stock Holding History

Tevis 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 		$2.41M Sell
24,855
-709
-3% -$72.3K 1.32% 19
2026
Q1 		$2.46M Buy
25,564
+2,213
+9% +$234K 1.4% 22
2025
Q4 		$2.67M Hold
23,351
– – 1.61% 16
2025
Q3 		$2.67M Sell
23,351
-4,106
-15% -$484K 1.61% 16
2025
Q2 		$3.42M Buy
27,457
+5,374
+24% +$558K 2.19% 12
2025
Q1 		$2.47M Hold
22,083
– – 1.83% 17
2024
Q4 		$2.47M Sell
22,083
-29
-0.1% -$3.05K 1.83% 17
2024
Q3 		$2.13M Buy
22,112
+3,103
+16% +$285K 1.57% 18
2024
Q2 		$1.89M Buy
19,009
+541
+3% +$58.2K 1.52% 21
2024
Q1 		$2.26M Buy
18,468
+253
+1% +$26.4K 1.92% 15
2023
Q4 		$1.64M Buy
18,215
+1,293
+8% +$114K 1.51% 21
2023
Q3 		$1.37M Buy
16,922
+2,195
+15% +$187K 1.39% 22
2023
Q2 		$1.31M Buy
14,727
+365
+3% +$34.6K 1.28% 26
2023
Q1 		$1.44M Buy
14,362
+578
+4% +$58.3K 1.46% 22
2022
Q4 		$1.2M Sell
13,784
-402
-3% -$38.5K 1.28% 32
2022
Q3 		$1.34M Buy
14,186
+223
+2% +$23.9K 1.3% 21
2022
Q2 		$1.31M Buy
13,963
+5,085
+57% +$564K 1.25% 24
2022
Q1 		$1.22M Buy
8,878
+652
+8% +$94.3K 1.1% 28
2021
Q4 		$1.27M Buy
+8,226
New +$1.33M 1.11% 23

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

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

Tevis Investment Management reduced its Walt Disney (DIS) stake by 2.8% in Q2 2026, selling an estimated $72.3K and leaving 24,855 shares worth $2.41M. The position accounts for 1.32% of the portfolio, ranked #19.

Tevis Investment Management first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.42M in Q2 2025. 2,934 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Tevis Investment Management held 24,855 shares of Walt Disney worth $2.41M as of Q2 2026.
  • Tevis Investment Management sold 709 Walt Disney shares in Q2 2026, an estimated $72.3K.
  • Walt Disney made up 1.32% of Tevis Investment Management's portfolio in Q2 2026, its #19 holding.
  • Tevis Investment Management first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Tevis Investment Management's Walt Disney position peaked at $3.42M in Q2 2025.
  • 2,934 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Tevis Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.