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Broadleaf Partners’s Walt Disney DIS Stock Holding History

Broadleaf Partners’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 		$280K Sell
2,906
-101
-3% -$10.7K 0.07% 72
2025
Q4 		$342K Hold
3,007
– – 0.07% 66
2025
Q3 		$344K Sell
3,007
-356
-11% -$41.9K 0.07% 65
2025
Q2 		$417K Hold
3,363
– – 0.09% 61
2025
Q1 		$332K Sell
3,363
-23
-0.7% -$2.47K 0.09% 65
2024
Q4 		$377K Hold
3,386
– – 0.09% 60
2024
Q3 		$326K Hold
3,386
– – 0.08% 66
2024
Q2 		$336K Hold
3,386
– – 0.08% 59
2024
Q1 		$414K Sell
3,386
-13
-0.4% -$1.36K 0.11% 59
2023
Q4 		$307K Sell
3,399
-66
-2% -$5.82K 0.09% 67
2023
Q3 		$281K Sell
3,465
-55
-2% -$4.7K 0.09% 61
2023
Q2 		$314K Hold
3,520
– – 0.1% 61
2023
Q1 		$352K Hold
3,520
– – 0.13% 57
2022
Q4 		$306K Sell
3,520
-405
-10% -$38.7K 0.12% 58
2022
Q3 		$370K Hold
3,925
– – 0.15% 54
2022
Q2 		$371K Hold
3,925
– – 0.16% 51
2022
Q1 		$538K Sell
3,925
-75
-2% -$10.8K 0.18% 48
2021
Q4 		$620K Sell
4,000
-38,184
-91% -$6.17M 0.19% 49
2021
Q3 		$7.14M Buy
42,184
+1,972
+5% +$351K 2.36% 15
2021
Q2 		$7.07M Sell
40,212
-1,130
-3% -$203K 2.46% 14
2021
Q1 		$7.63M Buy
41,342
+1,478
+4% +$273K 2.87% 8
2020
Q4 		$7.22M Sell
39,864
-120
-0.3% -$17.2K 2.85% 11
2020
Q3 		$4.96M Buy
39,984
+10,809
+37% +$1.35M 2.19% 19
2020
Q2 		$3.25M Sell
29,175
-15,351
-34% -$1.69M 1.59% 23
2020
Q1 		$4.3M Buy
44,526
+41,020
+1,170% +$5.19M 2.77% 12
2019
Q4 		$507K Buy
+3,506
New +$489K 0.28% 42

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

Broadleaf Partners's DIS Position: Q1 2026 in Review

Broadleaf Partners reduced its Walt Disney (DIS) stake by 3.4% in Q1 2026, selling an estimated $10.7K and leaving 2,906 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #72.

Broadleaf Partners first reported a position in DIS in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.63M in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Broadleaf Partners held 2,906 shares of Walt Disney worth $280K as of Q1 2026.
  • Broadleaf Partners sold 101 Walt Disney shares in Q1 2026, an estimated $10.7K.
  • Walt Disney made up 0.07% of Broadleaf Partners's portfolio in Q1 2026, its #72 holding.
  • Broadleaf Partners first reported a position in Walt Disney in Q4 2019 and has held it in 26 quarters since.
  • Broadleaf Partners's Walt Disney position peaked at $7.63M in Q1 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.