Wharton Business Group’s Walt Disney DIS Stock Holding History

Wharton Business 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	$223K	Sell	2,313 -30	-1%	-$3.06K	0.01%	134
2026 Q1	$226K	Sell	2,343 -60	-2%	-$6.34K	0.01%	131
2025 Q4	$273K	Sell	2,403 -195	-8%	-$21.5K	0.01%	123
2025 Q3	$297K	Hold	2,598	–	–	0.01%	119
2025 Q2	$322K	Sell	2,598 -115	-4%	-$11.9K	0.01%	114
2025 Q1	$268K	Hold	2,713	–	–	0.01%	121
2024 Q4	$302K	Hold	2,713	–	–	0.01%	118
2024 Q3	$261K	Sell	2,713 -199	-7%	-$18.3K	0.01%	126
2024 Q2	$289K	Sell	2,912 -91	-3%	-$9.8K	0.01%	118
2024 Q1	$367K	Hold	3,003	–	–	0.02%	107
2023 Q4	$271K	Hold	3,003	–	–	0.01%	116
2023 Q3	$243K	Hold	3,003	–	–	0.01%	127
2023 Q2	$268K	Buy	3,003 +655	+28%	+$62K	0.02%	116
2023 Q1	$235K	Hold	2,348	–	–	0.01%	127
2022 Q4	$204K	Hold	2,348	–	–	0.01%	135
2022 Q3	$221K	Hold	2,348	–	–	0.01%	125
2022 Q2	$222K	Buy	2,348 +75	+3%	+$8.32K	0.01%	123
2022 Q1	$312K	Hold	2,273	–	–	0.02%	111
2021 Q4	$352K	Buy	+2,273	New	+$367K	0.02%	104
2021 Q3	–	Sell	-2,273	Closed	-$400K	–	82
2021 Q2	$400K	Hold	2,273	–	–	0.03%	91
2021 Q1	$419K	Sell	2,273 -65	-3%	-$12K	0.03%	86
2020 Q4	$424K	Buy	2,338 +65	+3%	+$9.33K	0.03%	83
2020 Q3	$282K	Hold	2,273	–	–	0.03%	95
2020 Q2	$253K	Sell	2,273 -10	-0.4%	-$1.1K	0.02%	100
2020 Q1	$221K	Buy	2,283 +10	+0.4%	+$1.26K	0.03%	92
2019 Q4	$329K	Hold	2,273	–	–	0.03%	86
2019 Q3	$296K	Hold	2,273	–	–	0.03%	80
2019 Q2	$317K	Sell	2,273 -132	-5%	-$17.5K	0.03%	80
2019 Q1	$267K	Hold	2,405	–	–	0.03%	84
2018 Q4	$264K	Hold	2,405	–	–	0.03%	85
2018 Q3	$281K	Buy	2,405 +132	+6%	+$14.7K	0.03%	87
2018 Q2	$238K	Hold	2,273	–	–	0.02%	94
2018 Q1	$228K	Hold	2,273	–	–	0.02%	94
2017 Q4	$244K	Sell	2,273 -125	-5%	-$12.9K	0.03%	98
2017 Q3	$236K	Sell	2,398 -134	-5%	-$13.8K	0.02%	101
2017 Q2	$269K	Buy	2,532 +384	+18%	+$42K	0.03%	100
2017 Q1	$244K	Hold	2,148	–	–	0.03%	104
2016 Q4	$224K	Buy	+2,148	New	+$209K	0.03%	105
2016 Q3	–	Sell	-2,148	Closed	-$210K	–	117
2016 Q2	$210K	Buy	+2,148	New	+$215K	0.02%	120
2015 Q3	–	Sell	-1,773	Closed	-$202K	–	129
2015 Q2	$202K	Buy	+1,773	New	+$195K	0.01%	126

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

Wharton Business Group's DIS Position: Q2 2026 in Review

Wharton Business Group reduced its Walt Disney (DIS) stake by 1.3% in Q2 2026, selling an estimated $3.06K and leaving 2,313 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #134.

Wharton Business Group first reported a position in DIS in Q2 2015 and has held it in 40 quarters since. The position peaked at $424K in Q4 2020. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Wharton Business Group held 2,313 shares of Walt Disney worth $223K as of Q2 2026.
Wharton Business Group sold 30 Walt Disney shares in Q2 2026, an estimated $3.06K.
Walt Disney made up 0.01% of Wharton Business Group's portfolio in Q2 2026, its #134 holding.
Wharton Business Group first reported a position in Walt Disney in Q2 2015 and has held it in 40 quarters since.
Wharton Business Group's Walt Disney position peaked at $424K in Q4 2020.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.