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VisionPoint Advisory Group’s Walt Disney DIS Stock Holding History

VisionPoint Advisory 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
Q2 		$461K Buy
4,792
+468
+11% +$47.7K 0.08% 270
2026
Q1 		$417K Sell
4,324
-10
-0.2% -$1.06K 0.08% 256
2025
Q4 		$493K Buy
4,334
+1,523
+54% +$168K 0.1% 215
2025
Q3 		$322K Buy
2,811
+43
+2% +$5.06K 0.06% 285
2025
Q2 		$343K Buy
+2,768
New +$288K 0.07% 247
2025
Q1 		– Sell
-8,596
Closed -$953K – 231
2024
Q4 		$953K Sell
8,596
-73
-0.8% -$7.67K 0.33% 80
2024
Q3 		$834K Buy
8,669
+1,472
+20% +$135K 0.28% 92
2024
Q2 		$715K Buy
7,197
+1,131
+19% +$122K 0.25% 91
2024
Q1 		$742K Buy
6,066
+1,070
+21% +$112K 0.27% 92
2023
Q4 		$451K Buy
4,996
+568
+13% +$50.1K 0.17% 103
2023
Q3 		$359K Buy
4,428
+2,413
+120% +$206K 0.15% 110
2023
Q2 		$180K Sell
2,015
-193
-9% -$18.3K 0.07% 137
2023
Q1 		$215K Hold
2,208
– – 0.09% 138
2022
Q4 		$238K Buy
+2,208
New +$211K 0.1% 123
2022
Q3 		– Sell
-2,501
Closed -$294K – 98
2022
Q2 		$294K Sell
2,501
-1,898
-43% -$211K 0.12% 83
2022
Q1 		$459K Buy
4,399
+1,983
+82% +$287K 0.21% 55
2021
Q4 		$343K Sell
2,416
-60
-2% -$9.69K 0.15% 78
2021
Q3 		$435K Buy
+2,476
New +$441K 0.19% 68
2021
Q1 		– Sell
-2,694
Closed -$488K – 118
2020
Q4 		$488K Sell
2,694
-250
-8% -$35.9K 0.25% 83
2020
Q3 		$365K Buy
2,944
+50
+2% +$6.25K 0.16% 74
2020
Q2 		$340K Sell
2,894
-3,994
-58% -$441K 0.14% 69
2020
Q1 		$665K Sell
6,888
-225
-3% -$28.4K 0.31% 46
2019
Q4 		$1.03M Sell
7,113
-695
-9% -$97K 0.43% 43
2019
Q3 		$1.02M Sell
7,808
-469
-6% -$64.9K 0.28% 48
2019
Q2 		$1.16M Buy
8,277
+1,595
+24% +$212K 0.33% 44
2019
Q1 		$742K Sell
6,682
-19,585
-75% -$2.19M 0.21% 64
2018
Q4 		$2.88M Buy
+26,267
New +$2.99M 0.93% 18

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

VisionPoint Advisory Group's DIS Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Walt Disney (DIS) stake by 11% in Q2 2026, buying an estimated $47.7K and bringing the position to 4,792 shares worth $461K. The position accounts for 0.08% of the portfolio, ranked #270.

VisionPoint Advisory Group first reported a position in DIS in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.88M in Q4 2018. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • VisionPoint Advisory Group held 4,792 shares of Walt Disney worth $461K as of Q2 2026.
  • VisionPoint Advisory Group bought 468 Walt Disney shares in Q2 2026, an estimated $47.7K.
  • Walt Disney made up 0.08% of VisionPoint Advisory Group's portfolio in Q2 2026, its #270 holding.
  • VisionPoint Advisory Group first reported a position in Walt Disney in Q4 2018 and has held it in 27 quarters since.
  • VisionPoint Advisory Group's Walt Disney position peaked at $2.88M in Q4 2018.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.