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Morningstar Investment Management’s Walt Disney DIS Stock Holding History

Morningstar Investment 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 		– Sell
-8,100
Closed -$922K – 328
2025
Q4 		$922K Sell
8,100
-480
-6% -$52.9K 0.05% 224
2025
Q3 		$982K Sell
8,580
-60,731
-88% -$7.15M 0.04% 348
2025
Q2 		$8.6M Buy
69,311
+13,217
+24% +$1.37M 0.75% 22
2025
Q1 		$5.54M Sell
56,094
-754
-1% -$81K 0.47% 27
2024
Q4 		$6.33M Sell
56,848
-20,828
-27% -$2.19M 0.5% 25
2024
Q3 		$7.38M Buy
77,676
+5,349
+7% +$492K 0.73% 22
2024
Q2 		$7.18M Sell
72,327
-6,078
-8% -$654K 0.75% 20
2024
Q1 		$9.59M Sell
78,405
-17,727
-18% -$1.85M 1.04% 14
2023
Q4 		$8.68M Buy
96,132
+3,960
+4% +$349K 1% 18
2023
Q3 		$7.47M Hold
92,172
– – 1.02% 17
2023
Q2 		$8.23M Buy
92,172
+6,734
+8% +$638K 1.09% 20
2023
Q1 		$8.55M Buy
85,438
+27,702
+48% +$2.79M 1.26% 18
2022
Q4 		$5.02M Buy
+57,736
New +$5.52M 0.85% 25

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

Morningstar Investment Management's DIS Position: Q1 2026 in Review

Morningstar Investment Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 8,100 shares — an estimated $922K sold.

Morningstar Investment Management first reported a position in DIS in Q4 2022 and held it in 13 quarters. The position peaked at $9.59M in Q1 2024. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Morningstar Investment Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 8,100 Walt Disney shares in Q1 2026, an estimated $922K.
  • Morningstar Investment Management first reported a position in Walt Disney in Q4 2022 and held it in 13 quarters.
  • Morningstar Investment Management's Walt Disney position peaked at $9.59M in Q1 2024.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.