Summit Global Investments

Position in DIS — Walt Disney Co

CIK 1697953 BOUNTIFUL, UT

Position in DIS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$904,653

+$224,403 QoQ

Shares Held

9,399

+33.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,459

of 2,923 holders

Holding Since

Dec 2020

18 quarters on record

Communication Services · as of Jun 30, 2026

Summit Global Investments holds $4,022,283 across 5 Entertainment names. DIS ranks #3 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	17,587	$1,255,711
2	FOXA	Fox Corp	23,170	$1,085,282
3	DIS	Walt Disney Co This page	9,399	$904,653
4	ANGX	Angel Studios, Inc.	109,037	$400,165
5	NWSA	News Corp	15,162	$376,472

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$904,653	9,399	+33.2%	Shares	Sole	2026-08-03
2026-03-31	$680,250	7,058	-16.2%	Shares	Sole	2026-05-07
2025-12-31	$958,739	8,427	+2.5%	Shares	Sole	2026-02-18
2025-09-30	$941,533	8,223	-86.4%	Shares	Sole	2025-11-03
2025-06-30	$7,501,240	60,489	+433.3%	Shares	Sole	2025-08-12
2024-12-31	$1,263,043	11,343	-8.4%	Shares	Sole	2025-02-11
2024-09-30	$1,190,736	12,379	+476.0%	Shares	Sole	2024-10-31
2024-06-30	$213,374	2,149	+0.3%	Shares	Sole	2024-07-22
2024-03-31	$262,217	2,143	-75.5%	Shares	Sole	2024-04-29
2022-12-31	$761,155	8,761	+174.1%	Shares	Sole	2023-01-31
2022-09-30	$301,478	3,196	-18.5%	Shares	Sole	2022-11-14
2022-06-30	$370,331	3,923	-17.5%	Shares	Sole	2022-08-23
2022-03-31	$652,058	4,754	+16.6%	Shares	Sole	2022-04-29
2021-12-31	$631,641	4,078	+21.1%	Shares	Sole	2022-02-14
2021-09-30	$569,595	3,367	+1.7%	Shares	Sole	2021-11-08
2021-06-30	$582,150	3,312	-6.1%	Shares	Sole	2022-01-28
2021-03-31	$650,617	3,526	+16.8%	Shares	Sole	2022-01-27
2020-12-31	$547,163	3,020	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.