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Foundry Partners’s Walt Disney DIS Stock Holding History

Foundry Partners’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
Q1 		– Sell
-167,919
Closed -$18.7M – 268
2024
Q4 		$18.7M Buy
167,919
+83,847
+100% +$8.81M 0.94% 28
2024
Q3 		$8.09M Sell
84,072
-423
-0.5% -$38.9K 0.4% 73
2024
Q2 		$8.39M Buy
+84,495
New +$9.1M 0.45% 62
2015
Q4 		– Sell
-96,512
Closed -$9.86M – 268
2015
Q3 		$9.86M Buy
96,512
+1,492
+2% +$162K 0.86% 32
2015
Q2 		$10.8M Sell
95,020
-351
-0.4% -$38.5K 0.87% 28
2015
Q1 		$10M Sell
95,371
-53,405
-36% -$5.39M 0.83% 36
2014
Q4 		$14M Buy
148,776
+14,763
+11% +$1.33M 1.15% 21
2014
Q3 		$11.9M Buy
+134,013
New +$11.8M 1.11% 15
2014
Q2 		– Sell
-2,500
Closed -$200K – 264
2014
Q1 		$200K Buy
+2,500
New +$194K 0.02% 273

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Foundry Partners's DIS Position: Q1 2025 in Review

Foundry Partners sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 167,919 shares — an estimated $18.7M sold.

Foundry Partners first reported a position in DIS in Q1 2014 and held it in 9 quarters. The position peaked at $18.7M in Q4 2024. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Foundry Partners reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Foundry Partners sold 167,919 Walt Disney shares in Q1 2025, an estimated $18.7M.
  • Foundry Partners first reported a position in Walt Disney in Q1 2014 and held it in 9 quarters.
  • Foundry Partners's Walt Disney position peaked at $18.7M in Q4 2024.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.