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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 $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

Cresset Asset Management's DIS Position: Q1 2026 in Review

Cresset Asset Management increased its Walt Disney (DIS) stake by 25% in Q1 2026, buying an estimated $4.68M and bringing the position to 221,846 shares worth $21.4M. The position accounts for 0.09% of the portfolio, ranked #148.

Cresset Asset Management first reported a position in DIS in Q4 2018 and has held it in 30 quarters since. The position peaked at $29.4M in Q2 2024. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Cresset Asset Management held 221,846 shares of Walt Disney worth $21.4M as of Q1 2026.
  • Cresset Asset Management bought 44,268 Walt Disney shares in Q1 2026, an estimated $4.68M.
  • Walt Disney made up 0.09% of Cresset Asset Management's portfolio in Q1 2026, its #148 holding.
  • Cresset Asset Management first reported a position in Walt Disney in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Walt Disney position peaked at $29.4M in Q2 2024.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.