Dunhill Financial’s Walt Disney DIS Stock Holding History

Dunhill Financial’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	$334K	Buy	3,465 +153	+5%	+$16.2K	0.08%	101
2025 Q4	$408K	Sell	3,312 -293	-8%	-$32.3K	0.1%	78
2025 Q3	$413K	Buy	3,605 +2,189	+155%	+$258K	0.11%	69
2025 Q2	$176K	Buy	1,416 +395	+39%	+$41K	0.05%	132
2025 Q1	$101K	Sell	1,021 -11	-1%	-$1.18K	0.05%	137
2024 Q4	$115K	Buy	1,032 +237	+30%	+$24.9K	0.05%	114
2024 Q3	$76.5K	Sell	795 -2,011	-72%	-$185K	0.04%	136
2024 Q2	$279K	Buy	2,806 +2,479	+758%	+$267K	0.17%	53
2024 Q1	$40K	Sell	327 -173	-35%	-$18.1K	0.03%	125
2023 Q4	$45.2K	Buy	+500	New	+$44.1K	0.04%	106

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dunhill Financial's DIS Position: Q1 2026 in Review

Dunhill Financial increased its Walt Disney (DIS) stake by 4.6% in Q1 2026, buying an estimated $16.2K and bringing the position to 3,465 shares worth $334K. The position accounts for 0.08% of the portfolio, ranked #101.

Dunhill Financial first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $413K in Q3 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Dunhill Financial held 3,465 shares of Walt Disney worth $334K as of Q1 2026.
Dunhill Financial bought 153 Walt Disney shares in Q1 2026, an estimated $16.2K.
Walt Disney made up 0.08% of Dunhill Financial's portfolio in Q1 2026, its #101 holding.
Dunhill Financial first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
Dunhill Financial's Walt Disney position peaked at $413K in Q3 2025.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.