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Haven Private’s Walt Disney DIS Stock Holding History

Haven Private’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 		$378K Sell
3,919
-45
-1% -$4.76K 0.16% 122
2025
Q4 		$451K Buy
3,964
+110
+3% +$12.1K 0.2% 112
2025
Q3 		$441K Sell
3,854
-352
-8% -$41.5K 0.19% 109
2025
Q2 		$522K Buy
4,206
+597
+17% +$62K 0.23% 96
2025
Q1 		$356K Sell
3,609
-56
-2% -$6.02K 0.2% 98
2024
Q4 		$408K Buy
+3,665
New +$385K 0.23% 102

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

Haven Private's DIS Position: Q1 2026 in Review

Haven Private reduced its Walt Disney (DIS) stake by 1.1% in Q1 2026, selling an estimated $4.76K and leaving 3,919 shares worth $378K. The position accounts for 0.16% of the portfolio, ranked #122.

Haven Private first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $522K in Q2 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Haven Private held 3,919 shares of Walt Disney worth $378K as of Q1 2026.
  • Haven Private sold 45 Walt Disney shares in Q1 2026, an estimated $4.76K.
  • Walt Disney made up 0.16% of Haven Private's portfolio in Q1 2026, its #122 holding.
  • Haven Private first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Haven Private's Walt Disney position peaked at $522K in Q2 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Haven Private's 13F filing for Q1 2026, filed 5 May 2026.