WEG
DIS icon

World Equity Group’s Walt Disney DIS Stock Holding History

World Equity 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 		$294K Buy
3,056
+472
+18% +$48.1K 0.07% 312
2026
Q1 		$249K Sell
2,584
-299
-10% -$31.6K 0.06% 326
2025
Q4 		$328K Sell
2,883
-3,753
-57% -$413K 0.09% 242
2025
Q3 		$760K Buy
6,636
+561
+9% +$66.1K 0.17% 117
2025
Q2 		$753K Buy
6,075
+299
+5% +$31.1K 0.21% 110
2025
Q1 		$566K Sell
5,776
-2,002
-26% -$215K 0.16% 132
2024
Q4 		$866K Buy
7,778
+2,131
+38% +$224K 0.19% 119
2024
Q3 		$543K Sell
5,647
-5,052
-47% -$465K 0.2% 118
2024
Q2 		$1.06M Sell
10,699
-10,181
-49% -$1.1M 0.32% 89
2024
Q1 		$2.55M Sell
20,880
-9,132
-30% -$954K 0.52% 48
2023
Q4 		$2.71M Sell
30,012
-4,364
-13% -$385K 0.54% 42
2023
Q3 		$2.79M Buy
34,376
+20,258
+143% +$1.73M 0.58% 36
2023
Q2 		$1.26M Sell
14,118
-151,466
-91% -$14.3M 0.37% 70
2023
Q1 		$1.74M Buy
165,584
+143,596
+653% +$14.5M 0.26% 100
2022
Q4 		$1.91M Buy
21,988
+613
+3% +$58.6K 0.45% 64
2022
Q3 		$2.02M Buy
21,375
+1,525
+8% +$163K 0.51% 52
2022
Q2 		$1.87M Sell
19,850
-119
-0.6% -$13.2K 0.47% 58
2022
Q1 		$2.74M Buy
+19,969
New +$2.89M 0.59% 37

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

World Equity Group's DIS Position: Q2 2026 in Review

World Equity Group increased its Walt Disney (DIS) stake by 18% in Q2 2026, buying an estimated $48.1K and bringing the position to 3,056 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #312.

World Equity Group first reported a position in DIS in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.79M in Q3 2023. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • World Equity Group held 3,056 shares of Walt Disney worth $294K as of Q2 2026.
  • World Equity Group bought 472 Walt Disney shares in Q2 2026, an estimated $48.1K.
  • Walt Disney made up 0.07% of World Equity Group's portfolio in Q2 2026, its #312 holding.
  • World Equity Group first reported a position in Walt Disney in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's Walt Disney position peaked at $2.79M in Q3 2023.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.