Wellington Group’s Walt Disney DIS Stock Holding History

Wellington 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	$1.21M	Buy	12,534 +1,837	+17%	+$187K	0.32%	55
2026 Q1	$1.03M	Buy	10,697 +3,026	+39%	+$320K	0.32%	52
2025 Q4	$873K	Buy	+7,671	New	+$845K	0.29%	46

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

Wellington Group's DIS Position: Q2 2026 in Review

Wellington Group increased its Walt Disney (DIS) stake by 17% in Q2 2026, buying an estimated $187K and bringing the position to 12,534 shares worth $1.21M. The position accounts for 0.32% of the portfolio, ranked #55.

Wellington Group first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Wellington Group held 12,534 shares of Walt Disney worth $1.21M as of Q2 2026.
Wellington Group bought 1,837 Walt Disney shares in Q2 2026, an estimated $187K.
Walt Disney made up 0.32% of Wellington Group's portfolio in Q2 2026, its #55 holding.
Wellington Group first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.