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Perennial Investment Advisors’s Walt Disney DIS Stock Holding History

Perennial Investment Advisors’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 		$1.33M Sell
13,782
-609
-4% -$64.4K 0.11% 160
2025
Q4 		$1.64M Sell
14,391
-543
-4% -$59.8K 0.13% 134
2025
Q3 		$1.71M Sell
14,934
-3,056
-17% -$360K 0.14% 122
2025
Q2 		$2.23M Sell
17,990
-83
-0.5% -$8.62K 0.22% 92
2025
Q1 		$1.78M Buy
18,073
+2,208
+14% +$237K 0.2% 92
2024
Q4 		$1.77M Sell
15,865
-359
-2% -$37.7K 0.21% 89
2024
Q3 		$1.56M Sell
16,224
-586
-3% -$53.9K 0.2% 88
2024
Q2 		$1.67M Buy
16,810
+468
+3% +$50.4K 0.24% 76
2024
Q1 		$2M Sell
16,342
-1,018
-6% -$106K 0.3% 64
2023
Q4 		$1.57M Sell
17,360
-478
-3% -$42.1K 0.26% 72
2023
Q3 		$1.45M Buy
17,838
+678
+4% +$57.9K 0.26% 79
2023
Q2 		$1.53M Sell
17,160
-148
-0.9% -$14K 0.27% 77
2023
Q1 		$1.73M Buy
17,308
+2,543
+17% +$256K 0.32% 71
2022
Q4 		$1.28M Buy
14,765
+1,320
+10% +$126K 0.52% 40
2022
Q3 		$1.27M Buy
13,445
+1,011
+8% +$108K 0.58% 37
2022
Q2 		$1.17M Buy
12,434
+864
+7% +$95.9K 0.46% 47
2022
Q1 		$1.58M Buy
11,570
+407
+4% +$58.8K 0.5% 38
2021
Q4 		$1.73M Sell
11,163
-185
-2% -$29.9K 0.54% 35
2021
Q3 		$1.92M Sell
11,348
-955
-8% -$170K 0.68% 27
2021
Q2 		$2.16M Buy
12,303
+702
+6% +$126K 0.79% 25
2021
Q1 		$2.14M Buy
11,601
+1,437
+14% +$265K 0.85% 23
2020
Q4 		$1.84M Buy
10,164
+477
+5% +$68.5K 0.79% 27
2020
Q3 		$1.2M Buy
9,687
+2,995
+45% +$374K 0.6% 34
2020
Q2 		$746K Sell
6,692
-1,279
-16% -$141K 0.5% 44
2020
Q1 		$772K Buy
7,971
+763
+11% +$96.5K 0.69% 32
2019
Q4 		$1.04M Buy
+7,208
New +$1.01M 0.82% 32

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

Perennial Investment Advisors's DIS Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Walt Disney (DIS) stake by 4.2% in Q1 2026, selling an estimated $64.4K and leaving 13,782 shares worth $1.33M. The position accounts for 0.11% of the portfolio, ranked #160.

Perennial Investment Advisors first reported a position in DIS in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.23M in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Perennial Investment Advisors held 13,782 shares of Walt Disney worth $1.33M as of Q1 2026.
  • Perennial Investment Advisors sold 609 Walt Disney shares in Q1 2026, an estimated $64.4K.
  • Walt Disney made up 0.11% of Perennial Investment Advisors's portfolio in Q1 2026, its #160 holding.
  • Perennial Investment Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Walt Disney position peaked at $2.23M in Q2 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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