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Napatree Capital’s Walt Disney DIS Stock Holding History

Napatree 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
2025
Q1 		$508K Sell
5,151
-1,722
-25% -$185K 0.29% 95
2024
Q4 		$765K Sell
6,873
-430
-6% -$45.2K 0.45% 63
2024
Q3 		$702K Sell
7,303
-467
-6% -$43K 0.49% 67
2024
Q2 		$771K Buy
7,770
+770
+11% +$82.9K 0.63% 47
2024
Q1 		$778K Buy
7,000
+1,523
+28% +$159K 0.75% 44
2023
Q4 		$495K Buy
+5,477
New +$483K 0.5% 76

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Napatree Capital's DIS Position: Q1 2025 in Review

Napatree Capital reduced its Walt Disney (DIS) stake by 25% in Q1 2025, selling an estimated $185K and leaving 5,151 shares worth $508K. The position accounts for 0.29% of the portfolio, ranked #95.

Napatree Capital first reported a position in DIS in Q4 2023 and has held it in 6 quarters since. The position peaked at $778K in Q1 2024. 3,068 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Napatree Capital held 5,151 shares of Walt Disney worth $508K as of Q1 2025.
  • Napatree Capital sold 1,722 Walt Disney shares in Q1 2025, an estimated $185K.
  • Walt Disney made up 0.29% of Napatree Capital's portfolio in Q1 2025, its #95 holding.
  • Napatree Capital first reported a position in Walt Disney in Q4 2023 and has held it in 6 quarters since.
  • Napatree Capital's Walt Disney position peaked at $778K in Q1 2024.
  • 3,068 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.