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Cardiff Park Advisors’s Walt Disney DIS Stock Holding History

Cardiff Park Advisors’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 		$220K Buy
2,283
+7
+0.3% +$740 0.02% 267
2025
Q4 		$259K Sell
2,276
-14
-0.6% -$1.54K 0.02% 234
2025
Q3 		$262K Buy
2,290
+15
+0.7% +$1.77K 0.02% 253
2025
Q2 		$282K Hold
2,275
– – 0.02% 226
2025
Q1 		$225K Buy
2,275
+6
+0.3% +$645 0.02% 245
2024
Q4 		$253K Sell
2,269
-350
-13% -$36.8K 0.02% 228
2024
Q3 		$252K Buy
2,619
+5
+0.2% +$460 0.02% 225
2024
Q2 		$260K Buy
2,614
+14
+0.5% +$1.51K 0.02% 214
2024
Q1 		$318K Sell
2,600
-176
-6% -$18.4K 0.03% 198
2023
Q4 		$251K Sell
2,776
-181
-6% -$16K 0.03% 204
2023
Q3 		$240K Hold
2,957
– – 0.03% 200
2023
Q2 		$264K Hold
2,957
– – 0.03% 199
2023
Q1 		$296K Hold
2,957
– – 0.04% 187
2022
Q4 		$257K Sell
2,957
-1,559
-35% -$149K 0.04% 205
2022
Q3 		$426K Sell
4,516
-300
-6% -$32.1K 0.07% 152
2022
Q2 		$455K Sell
4,816
-134
-3% -$14.9K 0.07% 148
2022
Q1 		$679K Buy
4,950
+11
+0.2% +$1.59K 0.1% 112
2021
Q4 		$765K Buy
+4,939
New +$798K 0.1% 104

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

Cardiff Park Advisors's DIS Position: Q1 2026 in Review

Cardiff Park Advisors increased its Walt Disney (DIS) stake by 0.31% in Q1 2026, buying an estimated $740 and bringing the position to 2,283 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #267.

Cardiff Park Advisors first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $765K in Q4 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Cardiff Park Advisors held 2,283 shares of Walt Disney worth $220K as of Q1 2026.
  • Cardiff Park Advisors bought 7 Walt Disney shares in Q1 2026, an estimated $740.
  • Walt Disney made up 0.02% of Cardiff Park Advisors's portfolio in Q1 2026, its #267 holding.
  • Cardiff Park Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's Walt Disney position peaked at $765K in Q4 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.