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Phoenix Financial’s Walt Disney DIS Stock Holding History

Phoenix Financial’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 		$4.19M Sell
43,531
-17,207
-28% -$1.82M 0.04% 131
2025
Q4 		$7.07M Sell
60,738
-2,085
-3% -$230K 0.08% 106
2025
Q3 		$7.19M Sell
62,823
-3,851
-6% -$454K 0.09% 100
2025
Q2 		$8.3M Sell
66,674
-21,242
-24% -$2.21M 0.11% 101
2025
Q1 		$8.68M Sell
87,916
-9,208
-9% -$990K 0.13% 103
2024
Q4 		$10.9M Buy
97,124
+5,009
+5% +$526K 0.15% 90
2024
Q3 		$8.86M Buy
92,115
+8,955
+11% +$824K 0.13% 96
2024
Q2 		$8.29M Sell
83,160
-37,610
-31% -$4.05M 0.13% 94
2024
Q1 		$14.8M Buy
120,770
+36,618
+44% +$3.82M 0.2% 70
2023
Q4 		$8.22M Sell
84,152
-3,006
-3% -$265K 0.14% 79
2023
Q3 		$7.05M Buy
87,158
+2,470
+3% +$211K 0.13% 84
2023
Q2 		$7.55M Buy
84,688
+30,322
+56% +$2.87M 0.15% 69
2023
Q1 		$5.42M Buy
54,366
+15,132
+39% +$1.53M 0.12% 82
2022
Q4 		$3.41M Buy
39,234
+24,800
+172% +$2.37M 0.07% 103
2022
Q3 		$1.41M Sell
14,434
-405,513
-97% -$43.4M 0.03% 173
2022
Q2 		$39.6M Sell
419,947
-8,866
-2% -$984K 0.81% 44
2022
Q1 		$58.8M Buy
428,813
+22,582
+6% +$3.26M 0.99% 34
2021
Q4 		$62.9M Buy
406,231
+149,869
+58% +$24.2M 1.04% 30
2021
Q3 		$43.4M Buy
256,362
+16,101
+7% +$2.87M 0.75% 47
2021
Q2 		$42.2M Sell
240,261
-4,063
-2% -$731K 0.8% 49
2021
Q1 		$45.1M Buy
244,324
+19,594
+9% +$3.61M 1.02% 26
2020
Q4 		$40.7M Sell
224,730
-28,062
-11% -$4.03M 1.09% 22
2020
Q3 		$29.6M Sell
252,792
-170
-0.1% -$21.2K 1.24% 21
2020
Q2 		$26.8M Buy
252,962
+141,431
+127% +$15.6M 1.14% 25
2020
Q1 		$10.5M Buy
111,531
+103,346
+1,263% +$13.1M 0.53% 63
2019
Q4 		$1.18M Sell
8,185
-1,382
-14% -$193K 0.05% 154
2019
Q3 		$1.19M Buy
+9,567
New +$1.32M 0.06% 148

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Phoenix Financial's DIS Position: Q1 2026 in Review

Phoenix Financial reduced its Walt Disney (DIS) stake by 28% in Q1 2026, selling an estimated $1.82M and leaving 43,531 shares worth $4.19M. The position accounts for 0.04% of the portfolio, ranked #131.

Phoenix Financial first reported a position in DIS in Q3 2019 and has held it in 27 quarters since. The position peaked at $62.9M in Q4 2021. 2,996 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Phoenix Financial held 43,531 shares of Walt Disney worth $4.19M as of Q1 2026.
  • Phoenix Financial sold 17,207 Walt Disney shares in Q1 2026, an estimated $1.82M.
  • Walt Disney made up 0.04% of Phoenix Financial's portfolio in Q1 2026, its #131 holding.
  • Phoenix Financial first reported a position in Walt Disney in Q3 2019 and has held it in 27 quarters since.
  • Phoenix Financial's Walt Disney position peaked at $62.9M in Q4 2021.
  • 2,996 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.