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Principal Securities’s Walt Disney DIS Stock Holding History

Principal Securities’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
Q2 		$5.74M Sell
59,674
-1,169
-2% -$119K 0.07% 257
2026
Q1 		$5.86M Sell
60,843
-3,660
-6% -$387K 0.09% 223
2025
Q4 		$7.34M Sell
64,503
-9,894
-13% -$1.09M 0.11% 168
2025
Q3 		$8.52M Sell
74,397
-114
-0.2% -$13.4K 0.14% 139
2025
Q2 		$9.24M Buy
74,511
+3,307
+5% +$344K 0.17% 113
2025
Q1 		$7.93M Buy
71,204
+132
+0.2% +$14.2K 0.18% 115
2024
Q4 		$7.91M Buy
71,072
+12,298
+21% +$1.29M 0.18% 114
2024
Q3 		$5.65M Buy
58,774
+2,615
+5% +$241K 0.14% 142
2024
Q2 		$5.58M Buy
56,159
+5,330
+10% +$574K 0.15% 121
2024
Q1 		$6.22M Buy
50,829
+5,439
+12% +$568K 0.19% 106
2023
Q4 		$4.1M Buy
+45,390
New +$4M 0.15% 133

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Principal Securities's DIS Position: Q2 2026 in Review

Principal Securities reduced its Walt Disney (DIS) stake by 1.9% in Q2 2026, selling an estimated $119K and leaving 59,674 shares worth $5.74M. The position accounts for 0.07% of the portfolio, ranked #257.

Principal Securities first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.24M in Q2 2025. 2,935 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Principal Securities held 59,674 shares of Walt Disney worth $5.74M as of Q2 2026.
  • Principal Securities sold 1,169 Walt Disney shares in Q2 2026, an estimated $119K.
  • Walt Disney made up 0.07% of Principal Securities's portfolio in Q2 2026, its #257 holding.
  • Principal Securities first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Walt Disney position peaked at $9.24M in Q2 2025.
  • 2,935 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.