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Bender Robert & Associates’s Walt Disney DIS Stock Holding History

Bender Robert & Associates’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 		$2.82M Sell
29,217
-97
-0.3% -$10.3K 0.68% 25
2025
Q4 		$3.34M Sell
29,314
-552
-2% -$60.8K 0.69% 23
2025
Q3 		$3.42M Sell
29,866
-1,625
-5% -$191K 0.74% 24
2025
Q2 		$3.91M Sell
31,491
-895
-3% -$93K 0.87% 22
2025
Q1 		$3.2M Sell
32,386
-8
-0% -$860 0.81% 23
2024
Q4 		$3.61M Buy
32,394
+198
+0.6% +$20.8K 0.87% 21
2024
Q3 		$3.1M Buy
+32,196
New +$2.96M 0.66% 23
2024
Q2 		– Sell
-33,338
Closed -$3.59M – 55
2024
Q1 		$4.08M Sell
33,338
-40
-0.1% -$4.18K 0.96% 21
2023
Q4 		$3.01M Sell
33,378
-1,388
-4% -$122K 0.76% 22
2023
Q3 		$2.82M Buy
34,766
+1,113
+3% +$95.1K 0.82% 22
2023
Q2 		$3M Sell
33,653
-415
-1% -$39.3K 0.83% 21
2023
Q1 		$3.41M Buy
34,068
+425
+1% +$42.8K 1.06% 21
2022
Q4 		$2.92M Sell
33,643
-2,879
-8% -$275K 1.09% 25
2022
Q3 		$3.44M Buy
36,522
+1,735
+5% +$186K 1.33% 21
2022
Q2 		$3.28M Sell
34,787
-550
-2% -$61K 1.26% 22
2022
Q1 		$4.85M Buy
35,337
+5,711
+19% +$826K 1.38% 19
2021
Q4 		$5.01M Hold
29,626
– – 1.45% 18
2021
Q3 		$5.01M Buy
29,626
+489
+2% +$87.2K 1.43% 18
2021
Q2 		$5.12M Buy
29,137
+929
+3% +$167K 1.46% 19
2021
Q1 		$5.21M Sell
28,208
-424
-1% -$78.2K 1.67% 19
2020
Q4 		$5.19M Sell
28,632
-265
-0.9% -$38K 1.65% 18
2020
Q3 		$3.59M Sell
28,897
-103
-0.4% -$12.9K 1.28% 19
2020
Q2 		$3.23M Sell
29,000
-3,515
-11% -$388K 1.28% 21
2020
Q1 		$3.14M Buy
32,515
+320
+1% +$40.5K 1.67% 20
2019
Q4 		$4.66M Sell
32,195
-45
-0.1% -$6.28K 2.1% 15
2019
Q3 		$4.2M Buy
32,240
+50
+0.2% +$6.91K 2.1% 17
2019
Q2 		$4.66M Buy
32,190
+30,037
+1,395% +$3.98M 2.21% 17
2019
Q1 		$239K Buy
+2,153
New +$241K 0.12% 46

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

Bender Robert & Associates's DIS Position: Q1 2026 in Review

Bender Robert & Associates reduced its Walt Disney (DIS) stake by 0.33% in Q1 2026, selling an estimated $10.3K and leaving 29,217 shares worth $2.82M. The position accounts for 0.68% of the portfolio, ranked #25.

Bender Robert & Associates first reported a position in DIS in Q1 2019 and has held it in 28 quarters since. The position peaked at $5.21M in Q1 2021. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Bender Robert & Associates held 29,217 shares of Walt Disney worth $2.82M as of Q1 2026.
  • Bender Robert & Associates sold 97 Walt Disney shares in Q1 2026, an estimated $10.3K.
  • Walt Disney made up 0.68% of Bender Robert & Associates's portfolio in Q1 2026, its #25 holding.
  • Bender Robert & Associates first reported a position in Walt Disney in Q1 2019 and has held it in 28 quarters since.
  • Bender Robert & Associates's Walt Disney position peaked at $5.21M in Q1 2021.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Bender Robert & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.