Cerity Partners
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Cerity Partners’s Walt Disney DIS Stock Holding History

Cerity 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 		$117M Buy
1,212,665
+25,896
+2% +$2.74M 0.17% 120
2025
Q4 		$135M Buy
1,186,769
+32,894
+3% +$3.62M 0.2% 99
2025
Q3 		$132M Buy
1,153,875
+1,069
+0.1% +$126K 0.21% 96
2025
Q2 		$143M Buy
1,152,806
+30,239
+3% +$3.14M 0.26% 86
2025
Q1 		$111M Buy
1,122,567
+117,559
+12% +$12.6M 0.22% 96
2024
Q4 		$107M Sell
1,005,008
-21,375
-2% -$2.25M 0.23% 89
2024
Q3 		$98.7M Buy
1,026,383
+219,965
+27% +$20.2M 0.22% 96
2024
Q2 		$80.1M Sell
806,418
-151,046
-16% -$16.3M 0.21% 104
2024
Q1 		$117M Buy
957,464
+215,402
+29% +$22.5M 0.31% 64
2023
Q4 		$67.1M Buy
742,062
+148,434
+25% +$13.1M 0.22% 107
2023
Q3 		$48.1M Sell
593,628
-397,609
-40% -$34M 0.23% 109
2023
Q2 		$88.5M Sell
991,237
-15,142
-2% -$1.43M 0.34% 64
2023
Q1 		$300M Buy
1,006,379
+166,055
+20% +$16.7M 0.71% 21
2022
Q4 		$73.5M Buy
840,324
+418,212
+99% +$40M 0.47% 47
2022
Q3 		$39.8M Buy
422,112
+4,674
+1% +$500K 0.48% 42
2022
Q2 		$39.4M Buy
417,438
+134,385
+47% +$14.9M 0.44% 47
2022
Q1 		$38.3M Buy
283,053
+255,719
+936% +$37M 0.6% 35
2021
Q4 		$39.5M Sell
27,334
-194,659
-88% -$31.4M 0.6% 30
2021
Q3 		$37.6M Buy
221,993
+15,329
+7% +$2.73M 0.83% 20
2021
Q2 		$36.3M Buy
206,664
+4,359
+2% +$784K 0.8% 21
2021
Q1 		$37.3M Buy
202,305
+48,296
+31% +$8.91M 0.89% 19
2020
Q4 		$27.9M Buy
154,009
+33,399
+28% +$4.79M 0.89% 19
2020
Q3 		$15M Buy
120,610
+27,632
+30% +$3.45M 0.62% 31
2020
Q2 		$10.4M Sell
92,978
-9,820
-10% -$1.08M 0.57% 34
2020
Q1 		$9.93M Buy
102,798
+13,128
+15% +$1.66M 0.63% 27
2019
Q4 		$13M Sell
89,670
-9,572
-10% -$1.34M 0.66% 26
2019
Q3 		$12.9M Buy
99,242
+10,963
+12% +$1.52M 0.76% 24
2019
Q2 		$12.3M Buy
88,279
+40,660
+85% +$5.39M 0.78% 25
2019
Q1 		$5.29M Sell
47,619
-2,898
-6% -$324K 0.36% 60
2018
Q4 		$5.54M Buy
50,517
+6,608
+15% +$751K 0.37% 59
2018
Q3 		$5.13M Sell
43,909
-381
-0.9% -$42.4K 0.36% 63
2018
Q2 		$4.64M Buy
44,290
+1,066
+2% +$109K 0.34% 68
2018
Q1 		$4.34M Buy
43,224
+3,998
+10% +$425K 0.33% 72
2017
Q4 		$4.22M Sell
39,226
-196
-0.5% -$20.2K 0.28% 80
2017
Q3 		$3.89M Sell
39,422
-35,084
-47% -$3.61M 0.28% 86
2017
Q2 		$4.8M Buy
74,506
+37,754
+103% +$4.13M 0.4% 53
2017
Q1 		$4.17M Buy
36,752
+32,009
+675% +$3.52M 0.35% 55
2016
Q4 		$494K Buy
+4,743
New +$462K 0.68% 37

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

Cerity Partners's DIS Position: Q1 2026 in Review

Cerity Partners increased its Walt Disney (DIS) stake by 2.2% in Q1 2026, buying an estimated $2.74M and bringing the position to 1,212,665 shares worth $117M. The position accounts for 0.17% of the portfolio, ranked #120.

Cerity Partners first reported a position in DIS in Q4 2016 and has held it in 38 quarters since. The position peaked at $300M in Q1 2023. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Cerity Partners held 1,212,665 shares of Walt Disney worth $117M as of Q1 2026.
  • Cerity Partners bought 25,896 Walt Disney shares in Q1 2026, an estimated $2.74M.
  • Walt Disney made up 0.17% of Cerity Partners's portfolio in Q1 2026, its #120 holding.
  • Cerity Partners first reported a position in Walt Disney in Q4 2016 and has held it in 38 quarters since.
  • Cerity Partners's Walt Disney position peaked at $300M in Q1 2023.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.