NCM
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Nearwater Capital Markets’s Walt Disney DIS Stock Holding History

Nearwater Capital Markets’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
-250,000
Closed -$28.4M – 95
2025
Q4 		$28.4M Sell
250,000
-133,200
-35% -$14.7M 0.49% 47
2025
Q3 		$43.9M Sell
383,200
-56,800
-13% -$6.69M 0.59% 36
2025
Q2 		$54.6M Sell
440,000
-130,000
-23% -$13.5M 0.87% 22
2025
Q1 		$56.3M Buy
+570,000
New +$61.3M 1.6% 14

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $860B AUM 41.15% 1-Year Est. Return

Nearwater Capital Markets's DIS Position: Q1 2026 in Review

Nearwater Capital Markets sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 250,000 shares — an estimated $28.4M sold.

Nearwater Capital Markets first reported a position in DIS in Q1 2025 and held it in 4 quarters. The position peaked at $56.3M in Q1 2025. 2,999 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Nearwater Capital Markets reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Nearwater Capital Markets sold 250,000 Walt Disney shares in Q1 2026, an estimated $28.4M.
  • Nearwater Capital Markets first reported a position in Walt Disney in Q1 2025 and held it in 4 quarters.
  • Nearwater Capital Markets's Walt Disney position peaked at $56.3M in Q1 2025.
  • 2,999 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Nearwater Capital Markets's 13F filing for Q1 2026, filed 15 May 2026.