Prelude Capital Management’s Walt Disney DIS Stock Holding History

Prelude 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
2021 Q2	–	Sell	-5,000	Closed	-$923K	–	1701
2021 Q1	$923K	Sell	5,000 -10,800	-68%	-$1.99M	0.02%	632
2020 Q4	$2.86M	Buy	+15,800	New	+$2.27M	0.07%	208
2020 Q2	–	Sell	-300	Closed	-$29K	–	2014
2020 Q1	$29K	Sell	300 -36,700	-99%	-$4.64M	﹤0.01%	891
2019 Q4	$5.35M	Buy	37,000 +31,400	+561%	+$4.38M	0.2%	59
2019 Q3	$730K	Buy	+5,600	New	+$774K	0.03%	428
2019 Q1	–	Sell	-4,700	Closed	-$515K	–	1841
2018 Q4	$515K	Hold	4,700	–	–	0.03%	460
2018 Q3	$550K	Buy	+4,700	New	+$523K	0.03%	502
2016 Q1	–	Sell	-17,200	Closed	-$1.81M	–	1317
2015 Q4	$1.81M	Buy	+17,200	New	+$1.92M	0.28%	85

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Prelude Capital Management reduced its Walt Disney (DIS) stake by 67% in Q1 2026, selling an estimated $812K and leaving 3,763 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #632.

Prelude Capital Management first reported a position in DIS in Q2 2013 and has held it in 35 quarters since. The position peaked at $9.82M in Q4 2020. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Prelude Capital Management held 3,763 shares of Walt Disney worth $363K as of Q1 2026.
Prelude Capital Management sold 7,687 Walt Disney shares in Q1 2026, an estimated $812K.
Walt Disney made up 0.03% of Prelude Capital Management's portfolio in Q1 2026, its #632 holding.
Prelude Capital Management first reported a position in Walt Disney in Q2 2013 and has held it in 35 quarters since.
Prelude Capital Management's Walt Disney position peaked at $9.82M in Q4 2020.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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