WAU
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Wellington-Altus USA’s Walt Disney DIS Stock Holding History

Wellington-Altus USA’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 		$137K Buy
1,426
+1,000
+235% +$102K 0.1% 166
2026
Q1 		$41K Sell
426
-1,000
-70% -$106K 0.02% 376
2025
Q4 		$162K Buy
+1,426
New +$157K 0.12% 145

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

Wellington-Altus USA's DIS Position: Q2 2026 in Review

Wellington-Altus USA increased its Walt Disney (DIS) stake by 235% in Q2 2026, buying an estimated $102K and bringing the position to 1,426 shares worth $137K. The position accounts for 0.1% of the portfolio, ranked #166.

Wellington-Altus USA first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $162K in Q4 2025. 2,943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Wellington-Altus USA held 1,426 shares of Walt Disney worth $137K as of Q2 2026.
  • Wellington-Altus USA bought 1,000 Walt Disney shares in Q2 2026, an estimated $102K.
  • Walt Disney made up 0.1% of Wellington-Altus USA's portfolio in Q2 2026, its #166 holding.
  • Wellington-Altus USA first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Walt Disney position peaked at $162K in Q4 2025.
  • 2,943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.