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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
2024
Q3 		– Sell
-32,898
Closed -$3.27M – 53
2024
Q2 		$3.27M Buy
+32,898
New +$3.54M 0.72% 21

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.