CHA
DIS icon

Cooper/Haims Advisors’s Walt Disney DIS Stock Holding History

Cooper/Haims 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 		$233K Buy
2,422
+263
+12% +$27.8K 0.11% 84
2025
Q4 		$246K Sell
2,159
-550
-20% -$60.6K 0.11% 80
2025
Q3 		$310K Hold
2,709
– – 0.14% 60
2025
Q2 		$336K Sell
2,709
-44
-2% -$4.57K 0.17% 55
2025
Q1 		$272K Sell
2,753
-15
-0.5% -$1.61K 0.15% 60
2024
Q4 		$308K Sell
2,768
-28
-1% -$2.94K 0.17% 57
2024
Q3 		$269K Sell
2,796
-11
-0.4% -$1.01K 0.15% 65
2024
Q2 		$279K Buy
2,807
+10
+0.4% +$1.08K 0.16% 61
2024
Q1 		$342K Buy
2,797
+5
+0.2% +$522 0.2% 49
2023
Q4 		$252K Hold
2,792
– – 0.14% 63
2023
Q3 		$226K Sell
2,792
-150
-5% -$12.8K 0.18% 62
2023
Q2 		$263K Hold
2,942
– – 0.2% 55
2023
Q1 		$295K Sell
2,942
-593
-17% -$59.8K 0.24% 49
2022
Q4 		$307K Sell
3,535
-529
-13% -$50.6K 0.22% 45
2022
Q3 		$383K Sell
4,064
-8
-0.2% -$856 0.32% 37
2022
Q2 		$384K Sell
4,072
-319
-7% -$35.4K 0.25% 40
2022
Q1 		$602K Buy
4,391
+150
+4% +$21.7K 0.39% 32
2021
Q4 		$657K Buy
4,241
+100
+2% +$16.1K 0.4% 34
2021
Q3 		$701K Hold
4,141
– – 0.42% 31
2021
Q2 		$728K Sell
4,141
-502
-11% -$90.3K 0.48% 27
2021
Q1 		$857K Buy
4,643
+402
+9% +$74.1K 0.61% 22
2020
Q4 		$768K Sell
4,241
-565
-12% -$81.1K 0.59% 20
2020
Q3 		$596K Sell
4,806
-190
-4% -$23.7K 0.49% 21
2020
Q2 		$557K Buy
4,996
+336
+7% +$37.1K 0.45% 21
2020
Q1 		$450K Buy
4,660
+2,852
+158% +$361K 0.39% 21
2019
Q4 		$261K Sell
1,808
-106
-6% -$14.8K 0.14% 45
2019
Q3 		$249K Buy
1,914
+15
+0.8% +$2.07K 0.15% 40
2019
Q2 		$265K Sell
1,899
-763
-29% -$101K 0.16% 42
2019
Q1 		$296K Buy
+2,662
New +$298K 0.19% 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

Cooper/Haims Advisors's DIS Position: Q1 2026 in Review

Cooper/Haims Advisors increased its Walt Disney (DIS) stake by 12% in Q1 2026, buying an estimated $27.8K and bringing the position to 2,422 shares worth $233K. The position accounts for 0.11% of the portfolio, ranked #84.

Cooper/Haims Advisors first reported a position in DIS in Q1 2019 and has held it in 29 quarters since. The position peaked at $857K in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Cooper/Haims Advisors held 2,422 shares of Walt Disney worth $233K as of Q1 2026.
  • Cooper/Haims Advisors bought 263 Walt Disney shares in Q1 2026, an estimated $27.8K.
  • Walt Disney made up 0.11% of Cooper/Haims Advisors's portfolio in Q1 2026, its #84 holding.
  • Cooper/Haims Advisors first reported a position in Walt Disney in Q1 2019 and has held it in 29 quarters since.
  • Cooper/Haims Advisors's Walt Disney position peaked at $857K in Q1 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.