AlTi Global’s Walt Disney DIS Stock Holding History

AlTi Global’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 Q1	$18.9M	Buy	195,669 +5,042	+3%	+$533K	0.41%	34
2025 Q4	$21.8M	Sell	190,627 -1,086	-0.6%	-$120K	0.47%	30
2025 Q3	$22M	Buy	191,713 +482	+0.3%	+$56.8K	0.52%	31
2025 Q2	$23.8M	Sell	191,231 -21,342	-10%	-$2.22M	0.6%	24
2025 Q1	$21M	Sell	212,573 -968	-0.5%	-$104K	0.55%	24
2024 Q4	$23.9M	Sell	213,541 -89,770	-30%	-$9.43M	0.58%	24
2024 Q3	$29.2M	Buy	303,311 +244,703	+418%	+$22.5M	0.7%	20
2024 Q2	$5.82M	Buy	58,608 +3,012	+5%	+$324K	0.16%	69
2024 Q1	$6.8M	Buy	55,596 +33,353	+150%	+$3.48M	0.19%	69
2023 Q4	$2.01M	Buy	+22,243	New	+$1.96M	0.06%	135

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AlTi Global's DIS Position: Q1 2026 in Review

AlTi Global increased its Walt Disney (DIS) stake by 2.6% in Q1 2026, buying an estimated $533K and bringing the position to 195,669 shares worth $18.9M. The position accounts for 0.41% of the portfolio, ranked #34.

AlTi Global first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $29.2M in Q3 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

AlTi Global held 195,669 shares of Walt Disney worth $18.9M as of Q1 2026.
AlTi Global bought 5,042 Walt Disney shares in Q1 2026, an estimated $533K.
Walt Disney made up 0.41% of AlTi Global's portfolio in Q1 2026, its #34 holding.
AlTi Global first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
AlTi Global's Walt Disney position peaked at $29.2M in Q3 2024.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.