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Embree Financial Group’s Walt Disney DIS Stock Holding History

Embree Financial Group’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
2025
Q3 		– Sell
-200
Closed -$24.8K – 239
2025
Q2 		$24.8K Buy
+200
New +$20.8K ﹤0.01% 215

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

Embree Financial Group's DIS Position: Q1 2026 in Review

Embree Financial Group sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,862 shares — an estimated $212K sold.

Embree Financial Group first reported a position in DIS in Q4 2023 and held it in 9 quarters. The position peaked at $2.02M in Q1 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Embree Financial Group reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Embree Financial Group sold 1,862 Walt Disney shares in Q1 2026, an estimated $212K.
  • Embree Financial Group first reported a position in Walt Disney in Q4 2023 and held it in 9 quarters.
  • Embree Financial Group's Walt Disney position peaked at $2.02M in Q1 2024.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Embree Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.