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Helen Stephens Group’s Walt Disney DIS Stock Holding History

Helen Stephens Group’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
-1,773
Closed -$202K – 127
2025
Q4 		$202K Buy
+1,773
New +$195K 0.04% 116
2024
Q3 		– Sell
-2,064
Closed -$205K – 91
2024
Q2 		$205K Buy
+2,064
New +$222K 0.07% 81
2022
Q1 		– Sell
-1,390
Closed -$215K – 62
2021
Q4 		$215K Buy
+1,390
New +$224K 0.17% 51

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

Helen Stephens Group's DIS Position: Q1 2026 in Review

Helen Stephens Group sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,773 shares — an estimated $202K sold.

Helen Stephens Group first reported a position in DIS in Q4 2021 and held it in 3 quarters. The position peaked at $215K in Q4 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Helen Stephens Group reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Helen Stephens Group sold 1,773 Walt Disney shares in Q1 2026, an estimated $202K.
  • Helen Stephens Group first reported a position in Walt Disney in Q4 2021 and held it in 3 quarters.
  • Helen Stephens Group's Walt Disney position peaked at $215K in Q4 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Helen Stephens Group's 13F filing for Q1 2026, filed 1 Apr 2026.