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GLOBALT Investments’s Walt Disney DIS Stock Holding History

GLOBALT Investments’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 		– Sell
-1,960
Closed -$223K – 203
2025
Q4 		$223K Hold
1,960
– – 0.01% 202
2025
Q3 		$224K Hold
1,960
– – 0.01% 205
2025
Q2 		$243K Buy
+1,960
New +$204K 0.01% 200
2025
Q1 		– Sell
-1,960
Closed -$218K – 203
2024
Q4 		$218K Buy
+1,960
New +$206K 0.01% 201
2024
Q3 		– Sell
-9,402
Closed -$934K – 204
2024
Q2 		$934K Buy
9,402
+7,382
+365% +$795K 0.04% 145
2024
Q1 		$247K Buy
+2,020
New +$211K 0.01% 196

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GLOBALT Investments's DIS Position: Q1 2026 in Review

GLOBALT Investments sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,960 shares — an estimated $223K sold.

GLOBALT Investments first reported a position in DIS in Q1 2024 and held it in 6 quarters. The position peaked at $934K in Q2 2024. 3,005 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • GLOBALT Investments reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • GLOBALT Investments sold 1,960 Walt Disney shares in Q1 2026, an estimated $223K.
  • GLOBALT Investments first reported a position in Walt Disney in Q1 2024 and held it in 6 quarters.
  • GLOBALT Investments's Walt Disney position peaked at $934K in Q2 2024.
  • 3,005 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.