Virtus Investment Advisers’s Walt Disney DIS Stock Holding History

Virtus Investment Advisers’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	$1.69M	Buy	+17,610	New	+$1.8M	0.39%	93
2026 Q1	–	Sell	-17,083	Closed	-$1.94M	–	463
2025 Q4	$1.94M	Buy	+17,083	New	+$1.88M	0.53%	56
2018 Q1	–	Sell	-28,931	Closed	-$3.11M	–	124
2017 Q4	$3.11M	Sell	28,931 -2,564	-8%	-$264K	0.34%	99
2017 Q3	$3.1M	Sell	31,495 -2,544	-7%	-$262K	0.33%	104
2017 Q2	$3.62M	Sell	34,039 -58,986	-63%	-$6.46M	0.35%	90
2017 Q1	$10.5M	Buy	93,025 +48,645	+110%	+$5.36M	0.93%	23
2016 Q4	$4.63M	Buy	44,380 +6,637	+18%	+$647K	0.36%	95
2016 Q3	$3.5M	Buy	+37,743	New	+$3.61M	0.22%	154

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

Virtus Investment Advisers's DIS Position: Q2 2026 in Review

Virtus Investment Advisers opened a new position in Walt Disney (DIS) in Q2 2026: 17,610 shares worth $1.69M. The stake represents 0.39% of the portfolio and ranks #93 among its holdings. This is a return to the name: Virtus Investment Advisers previously reported a position in DIS as recently as Q4 2025.

Virtus Investment Advisers first reported a position in DIS in Q3 2016 and has held it in 8 quarters since. The position peaked at $10.5M in Q1 2017. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Virtus Investment Advisers held 17,610 shares of Walt Disney worth $1.69M as of Q2 2026.
Walt Disney was a new Virtus Investment Advisers position in Q2 2026.
Walt Disney made up 0.39% of Virtus Investment Advisers's portfolio in Q2 2026, its #93 holding.
Virtus Investment Advisers first reported a position in Walt Disney in Q3 2016 and has held it in 8 quarters since.
Virtus Investment Advisers's Walt Disney position peaked at $10.5M in Q1 2017.
2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.