Guardian Partners’s Walt Disney DIS Stock Holding History

Guardian 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
2026 Q1	$3.19M	Buy	32,991 +101	+0.3%	+$10.7K	0.27%	72
2025 Q4	$3.51M	Buy	32,890 +265	+0.8%	+$29.2K	0.28%	73
2025 Q3	$3.68M	Buy	32,625 +193	+0.6%	+$22.7K	0.31%	70
2025 Q2	$3.91M	Buy	32,432 +422	+1%	+$43.8K	0.35%	70
2025 Q1	$2.79M	Buy	32,010 +630	+2%	+$67.7K	0.29%	80
2024 Q4	$3.44M	Buy	+31,380	New	+$3.3M	0.35%	70

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

Guardian Partners's DIS Position: Q1 2026 in Review

Guardian Partners increased its Walt Disney (DIS) stake by 0.31% in Q1 2026, buying an estimated $10.7K and bringing the position to 32,991 shares worth $3.19M. The position accounts for 0.27% of the portfolio, ranked #72.

Guardian Partners first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.91M in Q2 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Guardian Partners held 32,991 shares of Walt Disney worth $3.19M as of Q1 2026.
Guardian Partners bought 101 Walt Disney shares in Q1 2026, an estimated $10.7K.
Walt Disney made up 0.27% of Guardian Partners's portfolio in Q1 2026, its #72 holding.
Guardian Partners first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
Guardian Partners's Walt Disney position peaked at $3.91M in Q2 2025.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.