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
Q3 		$1.65M Sell
15,749
-361
-2% -$37K 0.56% 26
2026
Q2 		$1.55M Sell
16,110
-19
-0.1% -$1.94K 0.58% 30
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

V2 Financial group's DIS Position: Q3 2026 in Review

V2 Financial group reduced its Walt Disney (DIS) stake by 2.2% in Q3 2026, selling an estimated $37K and leaving 15,749 shares worth $1.65M. The position accounts for 0.56% of the portfolio, ranked #26.

V2 Financial group first reported a position in DIS in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.83M in Q1 2024. 2,631 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • V2 Financial group held 15,749 shares of Walt Disney worth $1.65M as of Q3 2026.
  • V2 Financial group sold 361 Walt Disney shares in Q3 2026, an estimated $37K.
  • Walt Disney made up 0.56% of V2 Financial group's portfolio in Q3 2026, its #26 holding.
  • V2 Financial group first reported a position in Walt Disney in Q4 2021 and has held it in 20 quarters since.
  • V2 Financial group's Walt Disney position peaked at $5.83M in Q1 2024.
  • 2,631 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on V2 Financial group's 13F filing for Q3 2026, filed 13 Nov 2026.