PF
DIS icon

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
2024
Q3 		– Sell
-35,900
Closed -$3.56K – 378
2024
Q2 		$3.56K Buy
+35,900
New +$3.86M ﹤0.01% 350

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

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. 2,989 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.
  • 2,989 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.