Cairn Investment Group’s Walt Disney DIS Stock Holding History

Cairn Investment Group’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	$367K	Hold	3,810	–	–	0.18%	49
2025 Q4	$433K	Hold	3,810	–	–	0.21%	49
2025 Q3	$436K	Sell	3,810 -75	-2%	-$8.83K	0.2%	50
2025 Q2	$482K	Hold	3,885	–	–	0.25%	48
2025 Q1	$383K	Hold	3,885	–	–	0.22%	53
2024 Q4	$433K	Hold	3,885	–	–	0.25%	54
2024 Q3	$374K	Hold	3,885	–	–	0.21%	57
2024 Q2	$385K	Hold	3,885	–	–	0.22%	55
2024 Q1	$475K	Hold	3,885	–	–	0.27%	51
2023 Q4	$351K	Sell	3,885 -385	-9%	-$33.9K	0.22%	55
2023 Q3	$346K	Hold	4,270	–	–	0.23%	49
2023 Q2	$381K	Hold	4,270	–	–	0.25%	50
2023 Q1	$428K	Sell	4,270 -530	-11%	-$53.4K	0.3%	49
2022 Q4	$417K	Buy	4,800 +425	+10%	+$40.6K	0.31%	51
2022 Q3	$413K	Hold	4,375	–	–	0.33%	52
2022 Q2	$413K	Buy	+4,375	New	+$486K	0.32%	57

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

Cairn Investment Group's DIS Position: Q1 2026 in Review

Cairn Investment Group held its Walt Disney (DIS) position steady in Q1 2026 at 3,810 shares worth $367K. The position accounts for 0.18% of the portfolio, ranked #49.

Cairn Investment Group first reported a position in DIS in Q2 2022 and has held it in 16 quarters since. The position peaked at $482K in Q2 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Cairn Investment Group held 3,810 shares of Walt Disney worth $367K as of Q1 2026.
Cairn Investment Group left its Walt Disney share count unchanged in Q1 2026.
Walt Disney made up 0.18% of Cairn Investment Group's portfolio in Q1 2026, its #49 holding.
Cairn Investment Group first reported a position in Walt Disney in Q2 2022 and has held it in 16 quarters since.
Cairn Investment Group's Walt Disney position peaked at $482K in Q2 2025.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Cairn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.