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IEQ Capital’s Walt Disney DIS Stock Holding History

IEQ Capital’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 		$13.1M Buy
135,500
+27,058
+25% +$2.86M 0.06% 295
2025
Q4 		$12.3M Buy
108,442
+37,754
+53% +$4.16M 0.04% 302
2025
Q3 		$8.09M Sell
70,688
-45,071
-39% -$5.31M 0.02% 379
2025
Q2 		$14.4M Buy
115,759
+11,304
+11% +$1.17M 0.09% 172
2025
Q1 		$10.3M Buy
104,455
+9,286
+10% +$998K 0.08% 188
2024
Q4 		$10.6M Sell
95,169
-71,249
-43% -$7.48M 0.1% 125
2024
Q3 		$16M Sell
166,418
-12,657
-7% -$1.16M 0.2% 71
2024
Q2 		$17.8M Buy
179,075
+2,779
+2% +$299K 0.24% 61
2024
Q1 		$21.6M Buy
176,296
+12,605
+8% +$1.32M 0.31% 53
2023
Q4 		$14.8M Buy
163,691
+42,807
+35% +$3.77M 0.25% 62
2023
Q3 		$9.8M Sell
120,884
-23,926
-17% -$2.04M 0.2% 80
2023
Q2 		$12.9M Sell
144,810
-6,401
-4% -$606K 0.26% 62
2023
Q1 		$15.1M Buy
151,211
+8,076
+6% +$814K 0.35% 48
2022
Q4 		$12.4M Sell
143,135
-6,194
-4% -$592K 0.35% 55
2022
Q3 		$14.1M Buy
149,329
+1,151
+0.8% +$123K 0.39% 42
2022
Q2 		$14M Buy
148,178
+10,527
+8% +$1.17M 0.42% 43
2022
Q1 		$18.9M Buy
137,651
+18,022
+15% +$2.61M 0.45% 40
2021
Q4 		$18.5M Buy
119,629
+3,977
+3% +$642K 0.43% 42
2021
Q3 		$19.6M Buy
115,652
+6,083
+6% +$1.08M 0.52% 33
2021
Q2 		$19.3M Buy
109,569
+4,403
+4% +$792K 0.57% 32
2021
Q1 		$19.4M Buy
105,166
+10,226
+11% +$1.89M 0.8% 24
2020
Q4 		$17.2M Buy
94,940
+10,784
+13% +$1.55M 0.77% 30
2020
Q3 		$10.4M Sell
84,156
-6,817
-7% -$852K 0.56% 37
2020
Q2 		$10.1M Buy
90,973
+3,107
+4% +$343K 0.66% 30
2020
Q1 		$8.49M Buy
87,866
+55,611
+172% +$7.03M 0.68% 29
2019
Q4 		$4.67M Buy
+32,255
New +$4.5M 0.41% 40

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

IEQ Capital's DIS Position: Q1 2026 in Review

IEQ Capital increased its Walt Disney (DIS) stake by 25% in Q1 2026, buying an estimated $2.86M and bringing the position to 135,500 shares worth $13.1M. The position accounts for 0.06% of the portfolio, ranked #295.

IEQ Capital first reported a position in DIS in Q4 2019 and has held it in 26 quarters since. The position peaked at $21.6M in Q1 2024. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • IEQ Capital held 135,500 shares of Walt Disney worth $13.1M as of Q1 2026.
  • IEQ Capital bought 27,058 Walt Disney shares in Q1 2026, an estimated $2.86M.
  • Walt Disney made up 0.06% of IEQ Capital's portfolio in Q1 2026, its #295 holding.
  • IEQ Capital first reported a position in Walt Disney in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's Walt Disney position peaked at $21.6M in Q1 2024.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.