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J. Safra Asset Management’s Walt Disney DIS Stock Holding History

J. Safra Asset Management’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 		$525K Buy
5,443
+615
+13% +$65K 0.03% 155
2025
Q4 		$549K Buy
4,828
+2,311
+92% +$255K 0.03% 153
2025
Q3 		$288K Buy
2,517
+104
+4% +$12.2K 0.02% 151
2025
Q2 		$299K Buy
2,413
+214
+10% +$22.2K 0.02% 135
2025
Q1 		$217K Sell
2,199
-535
-20% -$57.5K 0.02% 138
2024
Q4 		$303K Buy
2,734
+2,060
+306% +$216K 0.02% 91
2024
Q3 		$64.7K Hold
674
– – 0.01% 145
2024
Q2 		$66.9K Buy
674
+134
+25% +$14.4K 0.01% 121
2024
Q1 		$66.1K Buy
540
+237
+78% +$24.8K 0.01% 74
2023
Q4 		$27.4K Hold
303
– – ﹤0.01% 92
2023
Q3 		$24.6K Buy
+303
New +$25.9K ﹤0.01% 90
2022
Q4 		– Sell
-565
Closed -$5K – 80
2022
Q3 		$5K Buy
+565
New +$60.5K 0.08% 25
2022
Q2 		– Sell
-100
Closed – – 58
2022
Q1 		$0 Buy
+100
New +$14.5K ﹤0.01% 66
2016
Q3 		– Sell
-2,449
Closed -$240K – 174
2016
Q2 		$240K Sell
2,449
-17,858
-88% -$1.79M 0.39% 27
2016
Q1 		$2.02M Sell
20,307
-23,784
-54% -$2.3M 1.64% 15
2015
Q4 		$4.63M Buy
+44,091
New +$4.91M 3.55% 5

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

J. Safra Asset Management's DIS Position: Q1 2026 in Review

J. Safra Asset Management increased its Walt Disney (DIS) stake by 13% in Q1 2026, buying an estimated $65K and bringing the position to 5,443 shares worth $525K. The position accounts for 0.03% of the portfolio, ranked #155.

J. Safra Asset Management first reported a position in DIS in Q4 2015 and has held it in 16 quarters since. The position peaked at $4.63M in Q4 2015. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • J. Safra Asset Management held 5,443 shares of Walt Disney worth $525K as of Q1 2026.
  • J. Safra Asset Management bought 615 Walt Disney shares in Q1 2026, an estimated $65K.
  • Walt Disney made up 0.03% of J. Safra Asset Management's portfolio in Q1 2026, its #155 holding.
  • J. Safra Asset Management first reported a position in Walt Disney in Q4 2015 and has held it in 16 quarters since.
  • J. Safra Asset Management's Walt Disney position peaked at $4.63M in Q4 2015.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.