Phoenix Asset Management Partners’s Walt Disney DIS Stock Holding History

Phoenix Asset Management Partners’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 Q3	$325K	Buy	+3,100	New	+$318K	0.2%	12

Other funds holding DIS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Phoenix Asset Management Partners's DIS Position: Q3 2026 in Review

Phoenix Asset Management Partners opened a new position in Walt Disney (DIS) in Q3 2026: 3,100 shares worth $325K. The stake represents 0.2% of the portfolio and ranks #12 among its holdings.

2,631 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Phoenix Asset Management Partners held 3,100 shares of Walt Disney worth $325K as of Q3 2026.
Walt Disney was a new Phoenix Asset Management Partners position in Q3 2026.
Walt Disney made up 0.2% of Phoenix Asset Management Partners's portfolio in Q3 2026, its #12 holding.
2,631 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Phoenix Asset Management Partners's 13F filing for Q3 2026, filed 9 Nov 2026.