Viewpoint Capital Management’s Walt Disney DIS Stock Holding History

Viewpoint Capital 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 Q3	$235K	Sell	2,242 -298	-12%	-$30.5K	0.11%	95
2026 Q2	$244K	Sell	2,540 -849	-25%	-$86.6K	0.12%	84
2026 Q1	$327K	Sell	3,389 -673	-17%	-$71.1K	0.15%	83
2025 Q4	$462K	Hold	4,062	–	–	0.2%	72
2025 Q3	$465K	Hold	4,062	–	–	0.2%	70
2025 Q2	$504K	Hold	4,062	–	–	0.25%	65
2025 Q1	$401K	Sell	4,062 -7	-0.2%	-$752	0.22%	76
2024 Q4	$453K	Hold	4,069	–	–	0.24%	68
2024 Q3	$391K	Sell	4,069 -50	-1%	-$4.6K	0.22%	75
2024 Q2	$409K	Sell	4,119 -110	-3%	-$11.8K	0.25%	68
2024 Q1	$517K	Hold	4,229	–	–	0.33%	57
2023 Q4	$382K	Sell	4,229 -630	-13%	-$55.5K	0.27%	68
2023 Q3	$394K	Hold	4,859	–	–	0.31%	58
2023 Q2	$434K	Sell	4,859 -1,300	-21%	-$123K	0.34%	55
2023 Q1	$617K	Sell	6,159 -175	-3%	-$17.6K	0.55%	46
2022 Q4	$550K	Buy	6,334 +250	+4%	+$23.9K	0.53%	45
2022 Q3	$574K	Sell	6,084 -75	-1%	-$8.03K	0.57%	43
2022 Q2	$581K	Buy	6,159 +610	+11%	+$67.7K	0.54%	46
2022 Q1	$761K	Sell	5,549 -380	-6%	-$54.9K	0.59%	41
2021 Q4	$918K	Buy	+5,929	New	+$958K	0.67%	40

Other funds holding DIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Viewpoint Capital Management's DIS Position: Q3 2026 in Review

Viewpoint Capital Management reduced its Walt Disney (DIS) stake by 12% in Q3 2026, selling an estimated $30.5K and leaving 2,242 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #95.

Viewpoint Capital Management first reported a position in DIS in Q4 2021 and has held it in 20 quarters since. The position peaked at $918K in Q4 2021. 1,873 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Viewpoint Capital Management held 2,242 shares of Walt Disney worth $235K as of Q3 2026.
Viewpoint Capital Management sold 298 Walt Disney shares in Q3 2026, an estimated $30.5K.
Walt Disney made up 0.11% of Viewpoint Capital Management's portfolio in Q3 2026, its #95 holding.
Viewpoint Capital Management first reported a position in Walt Disney in Q4 2021 and has held it in 20 quarters since.
Viewpoint Capital Management's Walt Disney position peaked at $918K in Q4 2021.
1,873 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Viewpoint Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.