XF
DIS icon

XML Financial’s Walt Disney DIS Stock Holding History

XML Financial’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
2025
Q3 		– Sell
-400
Closed -$49.6K – 403
2025
Q2 		$49.6K Buy
400
+100
+33% +$10.4K ﹤0.01% 380
2025
Q1 		$29.6K Buy
+300
New +$32.2K ﹤0.01% 367

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 $3.38T AUM 44.17% 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

XML Financial's DIS Position: Q2 2026 in Review

XML Financial reduced its Walt Disney (DIS) stake by 2.7% in Q2 2026, selling an estimated $38.2K and leaving 13,472 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #164.

XML Financial first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.16M in Q3 2021. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • XML Financial held 13,472 shares of Walt Disney worth $1.3M as of Q2 2026.
  • XML Financial sold 375 Walt Disney shares in Q2 2026, an estimated $38.2K.
  • Walt Disney made up 0.09% of XML Financial's portfolio in Q2 2026, its #164 holding.
  • XML Financial first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Walt Disney position peaked at $3.16M in Q3 2021.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.