Vivaldi Capital Management’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-4,248
Closed -$409K 53
2026
Q1
$409K Sell
4,248
-180
-4% -$19K 0.06% 181
2025
Q4
$504K Buy
4,428
+24
+0.5% +$2.64K 0.07% 162
2025
Q3
$504K Sell
4,404
-41
-0.9% -$4.83K 0.07% 159
2025
Q2
$551K Buy
4,445
+14
+0.3% +$1.46K 0.08% 143
2025
Q1
$437K Buy
4,431
+159
+4% +$17.1K 0.07% 160
2024
Q4
$484K Buy
4,272
+191
+5% +$20.1K 0.07% 151
2024
Q3
$393K Buy
4,081
+10
+0.2% +$920 0.11% 133
2024
Q2
$404K Buy
4,071
+66
+2% +$7.11K 0.12% 137
2024
Q1
$424K Sell
4,005
-305
-7% -$31.9K 0.12% 133
2023
Q4
$476K Buy
4,310
+872
+25% +$76.9K 0.14% 128
2023
Q3
$279K Buy
3,438
+138
+4% +$11.8K 0.09% 153
2023
Q2
$295K Buy
3,300
+66
+2% +$6.25K 0.09% 146
2023
Q1
$324K Sell
3,234
-1,953
-38% -$197K 0.1% 144
2022
Q4
$492K Sell
5,187
-2,471
-32% -$236K 0.12% 137
2022
Q3
$744K Sell
7,658
-34
-0.4% -$3.64K 0.2% 97
2022
Q2
$726K Buy
7,692
+754
+11% +$83.7K 0.19% 98
2022
Q1
$745K Buy
6,938
+1,605
+30% +$232K 0.19% 102
2021
Q4
$826K Buy
5,333
+541
+11% +$87.4K 0.19% 94
2021
Q3
$811K Hold
4,792
0.18% 97
2021
Q2
$868K Sell
4,792
-2,546
-35% -$458K 0.17% 98
2021
Q1
$1.27M Sell
7,338
-735
-9% -$136K 0.25% 79
2020
Q4
$1.46M Buy
8,073
+249
+3% +$35.7K 0.31% 72
2020
Q3
$1.08M Sell
7,824
-964
-11% -$120K 0.24% 89
2020
Q2
$1.16M Buy
8,788
+1,618
+23% +$179K 0.24% 84
2020
Q1
$693K Buy
7,170
+1,288
+22% +$163K 0.16% 102
2019
Q4
$847K Sell
5,882
-4,412
-43% -$616K 0.2% 96
2019
Q3
$1.34M Buy
10,294
+1,210
+13% +$167K 0.32% 65
2019
Q2
$1.27M Sell
9,084
-896
-9% -$119K 0.33% 69
2019
Q1
$1.11M Buy
9,980
+5,034
+102% +$563K 0.31% 80
2018
Q4
$542K Buy
4,946
+2,331
+89% +$265K 0.23% 84
2018
Q3
$306K Buy
+2,615
New +$291K 0.16% 101
2018
Q2
Sell
-2,181
Closed -$219K 146
2018
Q1
$219K Buy
+2,181
New +$232K 0.16% 117

Other funds holding DIS

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

Vivaldi Capital Management sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 4,248 shares — an estimated $409K sold.

Vivaldi Capital Management first reported a position in DIS in Q1 2018 and held it in 32 quarters. The position peaked at $1.46M in Q4 2020. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Vivaldi Capital Management reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Vivaldi Capital Management sold 4,248 Walt Disney shares in Q2 2026, an estimated $409K.
  • Vivaldi Capital Management first reported a position in Walt Disney in Q1 2018 and held it in 32 quarters.
  • Vivaldi Capital Management's Walt Disney position peaked at $1.46M in Q4 2020.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Vivaldi Capital Management's 13F filing for Q2 2026.