FFO
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Fiduciary Family Office’s Walt Disney DIS Stock Holding History

Fiduciary Family Office’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 		$1.49M Buy
15,454
+6,881
+80% +$727K 0.42% 49
2025
Q4 		$975K Sell
8,573
-1,406
-14% -$155K 0.28% 64
2025
Q3 		$1.14M Buy
9,979
+3,637
+57% +$428K 0.33% 56
2025
Q2 		$786K Sell
6,342
-2,620
-29% -$272K 0.26% 79
2025
Q1 		$885K Buy
+8,962
New +$963K 0.29% 71
2024
Q4 		– Sell
-5,444
Closed -$524K – 131
2024
Q3 		$524K Sell
5,444
-538
-9% -$49.5K 0.17% 126
2024
Q2 		$594K Sell
5,982
-1,375
-19% -$148K 0.23% 110
2024
Q1 		$900K Sell
7,357
-93
-1% -$9.71K 0.35% 79
2023
Q4 		$673K Buy
+7,450
New +$657K 0.29% 79

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

Fiduciary Family Office's DIS Position: Q1 2026 in Review

Fiduciary Family Office increased its Walt Disney (DIS) stake by 80% in Q1 2026, buying an estimated $727K and bringing the position to 15,454 shares worth $1.49M. The position accounts for 0.42% of the portfolio, ranked #49.

Fiduciary Family Office first reported a position in DIS in Q4 2023 and has held it in 9 quarters since. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Fiduciary Family Office held 15,454 shares of Walt Disney worth $1.49M as of Q1 2026.
  • Fiduciary Family Office bought 6,881 Walt Disney shares in Q1 2026, an estimated $727K.
  • Walt Disney made up 0.42% of Fiduciary Family Office's portfolio in Q1 2026, its #49 holding.
  • Fiduciary Family Office first reported a position in Walt Disney in Q4 2023 and has held it in 9 quarters since.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.