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Baron Silver Stevens Financial Advisors’s Walt Disney DIS Stock Holding History

Baron Silver Stevens Financial Advisors’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 		$1.01M Buy
10,469
+265
+3% +$28K 0.15% 60
2025
Q4 		$1.16M Sell
10,204
-161
-2% -$17.7K 0.17% 58
2025
Q3 		$1.19M Buy
10,365
+7,357
+245% +$866K 0.17% 57
2025
Q2 		$373K Sell
3,008
-54
-2% -$5.61K 0.06% 92
2025
Q1 		$302K Sell
3,062
-15
-0.5% -$1.61K 0.05% 96
2024
Q4 		$343K Sell
3,077
-42
-1% -$4.41K 0.06% 86
2024
Q3 		$300K Sell
3,119
-229
-7% -$21.1K 0.05% 94
2024
Q2 		$332K Sell
3,348
-134
-4% -$14.4K 0.06% 83
2024
Q1 		$426K Buy
3,482
+273
+9% +$28.5K 0.08% 78
2023
Q4 		$290K Sell
3,209
-1,737
-35% -$153K 0.06% 85
2023
Q3 		$401K Sell
4,946
-755
-13% -$64.5K 0.09% 65
2023
Q2 		$509K Sell
5,701
-347
-6% -$32.9K 0.11% 60
2023
Q1 		$606K Buy
6,048
+292
+5% +$29.4K 0.16% 50
2022
Q4 		$500K Buy
+5,756
New +$551K 0.12% 52
2022
Q3 		– Sell
-5,866
Closed -$553K – 112
2022
Q2 		$553K Buy
5,866
+15
+0.3% +$1.67K 0.14% 51
2022
Q1 		$802K Buy
5,851
+2,160
+59% +$312K 0.19% 43
2021
Q4 		$571K Buy
3,691
+241
+7% +$38.9K 0.14% 45
2021
Q3 		$583K Sell
3,450
-14
-0.4% -$2.5K 0.16% 39
2021
Q2 		$609K Buy
3,464
+264
+8% +$47.5K 0.17% 43
2021
Q1 		$590K Sell
3,200
-19
-0.6% -$3.5K 0.32% 21
2020
Q4 		$583K Buy
+3,219
New +$462K 0.2% 32

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's DIS Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors increased its Walt Disney (DIS) stake by 2.6% in Q1 2026, buying an estimated $28K and bringing the position to 10,469 shares worth $1.01M. The position accounts for 0.15% of the portfolio, ranked #60.

Baron Silver Stevens Financial Advisors first reported a position in DIS in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.19M in Q3 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 10,469 shares of Walt Disney worth $1.01M as of Q1 2026.
  • Baron Silver Stevens Financial Advisors bought 265 Walt Disney shares in Q1 2026, an estimated $28K.
  • Walt Disney made up 0.15% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #60 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 21 quarters since.
  • Baron Silver Stevens Financial Advisors's Walt Disney position peaked at $1.19M in Q3 2025.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.