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Matrix Private Capital Group’s Walt Disney DIS Stock Holding History

Matrix Private Capital 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
-1,983
Closed -$227K – 142
2025
Q4 		$227K Sell
1,983
-225
-10% -$24.8K 0.12% 86
2025
Q3 		$253K Hold
2,208
– – 0.13% 79
2025
Q2 		$275K Sell
2,208
-1,251
-36% -$130K 0.16% 75
2025
Q1 		$341K Sell
3,459
-30
-0.9% -$3.22K 0.2% 72
2024
Q4 		$390K Sell
3,489
-299
-8% -$31.4K 0.22% 67
2024
Q3 		$364K Sell
3,788
-1,460
-28% -$134K 0.21% 70
2024
Q2 		$521K Sell
5,248
-93
-2% -$10K 0.33% 52
2024
Q1 		$654K Sell
5,341
-250
-4% -$26.1K 0.44% 43
2023
Q4 		$507K Sell
5,591
-1,809
-24% -$159K 0.38% 47
2023
Q3 		$600K Sell
7,400
-44
-0.6% -$3.76K 0.45% 43
2023
Q2 		$665K Sell
7,444
-1,533
-17% -$145K 0.49% 41
2023
Q1 		$899K Sell
8,977
-1,944
-18% -$196K 0.62% 37
2022
Q4 		$949K Sell
10,921
-231
-2% -$22.1K 0.62% 35
2022
Q3 		$1.05M Sell
11,152
-2,352
-17% -$252K 0.71% 32
2022
Q2 		$1.27M Buy
13,504
+6,444
+91% +$715K 0.73% 28
2022
Q1 		$968K Sell
7,060
-57
-0.8% -$8.24K 0.47% 45
2021
Q4 		$1.1M Sell
7,117
-775
-10% -$125K 0.52% 43
2021
Q3 		$1.33M Buy
7,892
+438
+6% +$78.1K 0.7% 32
2021
Q2 		$1.31M Sell
7,454
-189
-2% -$34K 0.72% 32
2021
Q1 		$1.41M Sell
7,643
-164
-2% -$30.2K 0.85% 25
2020
Q4 		$1.41M Buy
7,807
+298
+4% +$42.8K 1.01% 20
2020
Q3 		$932K Sell
7,509
-20
-0.3% -$2.5K 0.95% 25
2020
Q2 		$840K Buy
7,529
+28
+0.4% +$3.09K 0.93% 29
2020
Q1 		$725K Buy
+7,501
New +$948K 1.03% 29

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

Matrix Private Capital Group's DIS Position: Q1 2026 in Review

Matrix Private Capital Group sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,983 shares — an estimated $227K sold.

Matrix Private Capital Group first reported a position in DIS in Q1 2020 and held it in 24 quarters. The position peaked at $1.41M in Q4 2020. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Matrix Private Capital Group reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Matrix Private Capital Group sold 1,983 Walt Disney shares in Q1 2026, an estimated $227K.
  • Matrix Private Capital Group first reported a position in Walt Disney in Q1 2020 and held it in 24 quarters.
  • Matrix Private Capital Group's Walt Disney position peaked at $1.41M in Q4 2020.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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