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Pointe Capital Management’s Walt Disney DIS Stock Holding History

Pointe Capital Management’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 		$373K Sell
3,872
-218
-5% -$23K 0.18% 109
2025
Q4 		$465K Buy
4,090
+226
+6% +$24.9K 0.23% 95
2025
Q3 		$442K Sell
3,864
-459
-11% -$54.1K 0.22% 101
2025
Q2 		$536K Sell
4,323
-2
-0% -$208 0.28% 86
2025
Q1 		$427K Buy
4,325
+879
+26% +$94.5K 0.25% 99
2024
Q4 		$384K Buy
3,446
+1,101
+47% +$116K 0.22% 109
2024
Q3 		$226K Hold
2,345
– – 0.13% 149
2024
Q2 		$233K Buy
2,345
+42
+2% +$4.52K 0.14% 137
2024
Q1 		$282K Buy
+2,303
New +$241K 0.17% 127
2023
Q2 		– Sell
-220
Closed -$22K – 210
2023
Q1 		$22K Buy
+220
New +$22.2K 0.02% 271
2021
Q2 		– Sell
-1,087
Closed -$201K – 148
2021
Q1 		$201K Buy
+1,087
New +$200K 0.14% 137
2017
Q1 		– Sell
-5,194
Closed -$541K – 157
2016
Q4 		$541K Buy
+5,194
New +$506K 0.31% 72

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

Pointe Capital Management's DIS Position: Q1 2026 in Review

Pointe Capital Management reduced its Walt Disney (DIS) stake by 5.3% in Q1 2026, selling an estimated $23K and leaving 3,872 shares worth $373K. The position accounts for 0.18% of the portfolio, ranked #109.

Pointe Capital Management first reported a position in DIS in Q4 2016 and has held it in 12 quarters since. The position peaked at $541K in Q4 2016. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Pointe Capital Management held 3,872 shares of Walt Disney worth $373K as of Q1 2026.
  • Pointe Capital Management sold 218 Walt Disney shares in Q1 2026, an estimated $23K.
  • Walt Disney made up 0.18% of Pointe Capital Management's portfolio in Q1 2026, its #109 holding.
  • Pointe Capital Management first reported a position in Walt Disney in Q4 2016 and has held it in 12 quarters since.
  • Pointe Capital Management's Walt Disney position peaked at $541K in Q4 2016.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.