Camelot Portfolios’s Walt Disney DIS Stock Holding History

Camelot Portfolios’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	–	Sell	-410	Closed	-$46.6K	–	280
2025 Q4	$46.6K	Buy	+410	New	+$45.2K	0.03%	321
2024 Q3	–	Sell	-410	Closed	-$40.7K	–	246
2024 Q2	$40.7K	Buy	+410	New	+$44.1K	0.02%	312
2022 Q1	–	Sell	-1,550	Closed	-$240K	–	238
2021 Q4	$240K	Buy	+1,550	New	+$250K	0.1%	218
2021 Q1	–	Sell	-1,165	Closed	-$211K	–	227
2020 Q4	$211K	Buy	+1,165	New	+$167K	0.11%	191
2020 Q1	–	Sell	-1,435	Closed	-$208K	–	219
2019 Q4	$208K	Sell	1,435 -305	-18%	-$42.6K	0.09%	210
2019 Q3	$227K	Sell	1,740 -7,750	-82%	-$1.07M	0.11%	190
2019 Q2	$1.32M	Buy	9,490 +4,575	+93%	+$607K	0.55%	57
2019 Q1	$546K	Buy	4,915 +230	+5%	+$25.7K	0.23%	126
2018 Q4	$514K	Buy	4,685 +1,305	+39%	+$148K	0.24%	114
2018 Q3	$395K	Buy	+3,380	New	+$376K	0.18%	135

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

Camelot Portfolios's DIS Position: Q1 2026 in Review

Camelot Portfolios sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 410 shares — an estimated $46.6K sold.

Camelot Portfolios first reported a position in DIS in Q3 2018 and held it in 10 quarters. The position peaked at $1.32M in Q2 2019. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Camelot Portfolios reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Camelot Portfolios sold 410 Walt Disney shares in Q1 2026, an estimated $46.6K.
Camelot Portfolios first reported a position in Walt Disney in Q3 2018 and held it in 10 quarters.
Camelot Portfolios's Walt Disney position peaked at $1.32M in Q2 2019.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.