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Cresset Asset Management’s Walt Disney DIS Stock Holding History

Cresset Asset Management’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
2024
Q3 		– Sell
-45,900
Closed -$4.56M – 2198
2024
Q2 		$4.56M Buy
+45,900
New +$4.94M 0.02% 451
2023
Q3 		– Sell
-400,000
Closed -$35.7M – 1853
2023
Q2 		$35.7M Buy
+400,000
New +$37.9M 0.04% 124

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cresset Asset Management's DIS Position: Q2 2026 in Review

Cresset Asset Management reduced its Walt Disney (DIS) stake by 23% in Q2 2026, selling an estimated $5.19M and leaving 170,893 shares worth $16.6M. The position accounts for 0.06% of the portfolio, ranked #192.

Cresset Asset Management first reported a position in DIS in Q4 2018 and has held it in 31 quarters since. The position peaked at $29.4M in Q2 2024. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Cresset Asset Management held 170,893 shares of Walt Disney worth $16.6M as of Q2 2026.
  • Cresset Asset Management sold 50,953 Walt Disney shares in Q2 2026, an estimated $5.19M.
  • Walt Disney made up 0.06% of Cresset Asset Management's portfolio in Q2 2026, its #192 holding.
  • Cresset Asset Management first reported a position in Walt Disney in Q4 2018 and has held it in 31 quarters since.
  • Cresset Asset Management's Walt Disney position peaked at $29.4M in Q2 2024.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.