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 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 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

Principal Securities's DIS Position: Q1 2026 in Review

Principal Securities reduced its Walt Disney (DIS) stake by 5.7% in Q1 2026, selling an estimated $387K and leaving 60,843 shares worth $5.86M. The position accounts for 0.09% of the portfolio, ranked #223.

Principal Securities first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.24M in Q2 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Principal Securities held 60,843 shares of Walt Disney worth $5.86M as of Q1 2026.
Principal Securities sold 3,660 Walt Disney shares in Q1 2026, an estimated $387K.
Walt Disney made up 0.09% of Principal Securities's portfolio in Q1 2026, its #223 holding.
Principal Securities first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Walt Disney position peaked at $9.24M in Q2 2025.
2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.