Insigneo Advisory Services’s Walt Disney DIS Stock Holding History

Insigneo Advisory Services’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	$2.89M	Sell	29,990 -5,916	-16%	-$625K	0.21%	88
2025 Q4	$4.09M	Sell	35,906 -3,401	-9%	-$375K	0.29%	54
2025 Q3	$4.5M	Sell	39,307 -1,470	-4%	-$173K	0.32%	50
2025 Q2	$5.06M	Sell	40,777 -1,988	-5%	-$207K	0.43%	37
2025 Q1	$4.22M	Sell	42,765 -773	-2%	-$83.1K	0.44%	38
2024 Q4	$4.85M	Sell	43,538 -715	-2%	-$75.1K	0.5%	29
2024 Q3	$4.26M	Buy	44,253 +2,149	+5%	+$198K	0.43%	39
2024 Q2	$3.7M	Sell	42,104 -10,068	-19%	-$1.08M	0.42%	41
2024 Q1	$6.38M	Buy	52,172 +6,770	+15%	+$707K	0.76%	18
2023 Q4	$4.11M	Buy	45,402 +2,979	+7%	+$263K	0.58%	29
2023 Q3	$3.44M	Buy	42,423 +5,890	+16%	+$503K	0.7%	21
2023 Q2	$3.26M	Buy	36,533 +17,680	+94%	+$1.67M	0.63%	27
2023 Q1	$1.89M	Buy	18,853 +600	+3%	+$60.5K	0.6%	29
2022 Q4	$1.59M	Buy	+18,253	New	+$1.75M	0.6%	35

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

Insigneo Advisory Services's DIS Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Walt Disney (DIS) stake by 16% in Q1 2026, selling an estimated $625K and leaving 29,990 shares worth $2.89M. The position accounts for 0.21% of the portfolio, ranked #88.

Insigneo Advisory Services first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.38M in Q1 2024. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Insigneo Advisory Services held 29,990 shares of Walt Disney worth $2.89M as of Q1 2026.
Insigneo Advisory Services sold 5,916 Walt Disney shares in Q1 2026, an estimated $625K.
Walt Disney made up 0.21% of Insigneo Advisory Services's portfolio in Q1 2026, its #88 holding.
Insigneo Advisory Services first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Walt Disney position peaked at $6.38M in Q1 2024.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.