NIM
DIS icon

NEOS Investment Management’s Walt Disney DIS Stock Holding History

NEOS 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 		$24.7M Buy
256,554
+8,190
+3% +$866K 0.13% 132
2025
Q4 		$28.3M Buy
248,364
+22,124
+10% +$2.44M 0.16% 113
2025
Q3 		$25.9M Buy
226,240
+75,791
+50% +$8.93M 0.19% 96
2025
Q2 		$18.7M Buy
150,449
+32,092
+27% +$3.33M 0.23% 83
2025
Q1 		$11.7M Buy
118,357
+22,565
+24% +$2.43M 0.22% 92
2024
Q4 		$10.7M Buy
95,792
+9,946
+12% +$1.04M 0.25% 75
2024
Q3 		$8.26M Buy
85,846
+17,864
+26% +$1.64M 0.25% 80
2024
Q2 		$6.75M Buy
67,982
+21,912
+48% +$2.36M 0.28% 66
2024
Q1 		$5.64M Buy
46,070
+15,996
+53% +$1.67M 0.35% 54
2023
Q4 		$2.72M Buy
30,074
+5,393
+22% +$475K 0.26% 78
2023
Q3 		$2M Buy
+24,681
New +$2.11M 0.26% 77

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

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

NEOS Investment Management increased its Walt Disney (DIS) stake by 3.3% in Q1 2026, buying an estimated $866K and bringing the position to 256,554 shares worth $24.7M. The position accounts for 0.13% of the portfolio, ranked #132.

NEOS Investment Management first reported a position in DIS in Q3 2023 and has held it in 11 quarters since. The position peaked at $28.3M in Q4 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • NEOS Investment Management held 256,554 shares of Walt Disney worth $24.7M as of Q1 2026.
  • NEOS Investment Management bought 8,190 Walt Disney shares in Q1 2026, an estimated $866K.
  • Walt Disney made up 0.13% of NEOS Investment Management's portfolio in Q1 2026, its #132 holding.
  • NEOS Investment Management first reported a position in Walt Disney in Q3 2023 and has held it in 11 quarters since.
  • NEOS Investment Management's Walt Disney position peaked at $28.3M in Q4 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.