Optima Capital’s Walt Disney DIS Stock Holding History

Optima 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
2026 Q1	–	Sell	-936	Closed	-$107K	–	455
2025 Q4	$107K	Buy	+936	New	+$103K	0.05%	212

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Optima Capital's DIS Position: Q1 2026 in Review

Optima Capital sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 936 shares — an estimated $107K sold.

Optima Capital first reported a position in DIS in Q4 2025 and held it in 1 quarter. The position peaked at $107K in Q4 2025. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Optima Capital reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 936 Walt Disney shares in Q1 2026, an estimated $107K.
Optima Capital first reported a position in Walt Disney in Q4 2025 and held it in 1 quarter.
Optima Capital's Walt Disney position peaked at $107K in Q4 2025.
2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.