VFG
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V2 Financial group’s Walt Disney DIS Stock Holding History

V2 Financial group’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
Q1 		$1.55M Sell
16,129
-231
-1% -$24.4K 0.72% 23
2025
Q4 		$1.86M Sell
16,360
-389
-2% -$42.8K 0.92% 19
2025
Q3 		$1.92M Sell
16,749
-469
-3% -$55.2K 1.06% 13
2025
Q2 		$2.14M Sell
17,218
-24,593
-59% -$2.56M 1.29% 10
2025
Q1 		$4.13M Sell
41,811
-2,945
-7% -$316K 2.66% 5
2024
Q4 		$4.98M Sell
44,756
-719
-2% -$75.5K 3.03% 4
2024
Q3 		$4.37M Sell
45,475
-1,468
-3% -$135K 2.82% 3
2024
Q2 		$4.33M Sell
46,943
-665
-1% -$71.6K 2.9% 4
2024
Q1 		$5.83M Sell
47,608
-2,029
-4% -$212K 3.97% 4
2023
Q4 		$4.48M Buy
49,637
+10,691
+27% +$943K 3.12% 6
2023
Q3 		$3.16M Sell
38,946
-169
-0.4% -$14.4K 2.37% 10
2023
Q2 		$3.49M Sell
39,115
-296
-0.8% -$28K 2.51% 5
2023
Q1 		$3.95M Buy
39,411
+271
+0.7% +$27.3K 2.85% 6
2022
Q4 		$3.4M Buy
39,140
+2,215
+6% +$212K 2.7% 6
2022
Q3 		$3.48M Sell
36,925
-802
-2% -$85.8K 3.05% 4
2022
Q2 		$3.56M Buy
37,727
+24,349
+182% +$2.7M 2.87% 5
2022
Q1 		$1.83M Buy
13,378
+4,533
+51% +$655K 1.4% 13
2021
Q4 		$1.37M Buy
+8,845
New +$1.43M 1.06% 20

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

V2 Financial group's DIS Position: Q1 2026 in Review

V2 Financial group reduced its Walt Disney (DIS) stake by 1.4% in Q1 2026, selling an estimated $24.4K and leaving 16,129 shares worth $1.55M. The position accounts for 0.72% of the portfolio, ranked #23.

V2 Financial group first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.83M in Q1 2024. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • V2 Financial group held 16,129 shares of Walt Disney worth $1.55M as of Q1 2026.
  • V2 Financial group sold 231 Walt Disney shares in Q1 2026, an estimated $24.4K.
  • Walt Disney made up 0.72% of V2 Financial group's portfolio in Q1 2026, its #23 holding.
  • V2 Financial group first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • V2 Financial group's Walt Disney position peaked at $5.83M in Q1 2024.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.