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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viewpoint Capital Management's DIS Position: Q2 2026 in Review

Viewpoint Capital Management reduced its Walt Disney (DIS) stake by 25% in Q2 2026, selling an estimated $86.6K and leaving 2,540 shares worth $244K. The position accounts for 0.12% of the portfolio, ranked #84.

Viewpoint Capital Management first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $918K in Q4 2021. 2,943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Viewpoint Capital Management held 2,540 shares of Walt Disney worth $244K as of Q2 2026.
Viewpoint Capital Management sold 849 Walt Disney shares in Q2 2026, an estimated $86.6K.
Walt Disney made up 0.12% of Viewpoint Capital Management's portfolio in Q2 2026, its #84 holding.
Viewpoint Capital Management first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
Viewpoint Capital Management's Walt Disney position peaked at $918K in Q4 2021.
2,943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.