PSP
DIS icon

Principal Street Partners’s Walt Disney DIS Stock Holding History

Principal Street Partners’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
2025
Q4 		– Sell
-6,834
Closed -$782K – 254
2025
Q3 		$782K Sell
6,834
-1,928
-22% -$227K 0.12% 99
2025
Q2 		$1.09M Buy
8,762
+1,380
+19% +$143K 0.11% 117
2025
Q1 		$729K Buy
7,382
+596
+9% +$64.1K 0.14% 96
2024
Q4 		$756K Sell
6,786
-56
-0.8% -$5.88K 0.15% 95
2024
Q3 		$661K Hold
6,842
– – 0.11% 114
2024
Q2 		$679K Buy
6,842
+86
+1% +$9.26K 0.12% 100
2024
Q1 		$814K Buy
6,756
+3,659
+118% +$382K 0.15% 82
2023
Q4 		$280K Sell
3,097
-3,685
-54% -$325K 0.07% 170
2023
Q3 		$550K Sell
6,782
-1,242
-15% -$106K 0.11% 139
2023
Q2 		$716K Sell
8,024
-306
-4% -$29K 0.17% 87
2023
Q1 		$834K Buy
+8,330
New +$840K 0.21% 74
2022
Q2 		– Sell
-4,405
Closed -$604K – 211
2022
Q1 		$604K Buy
4,405
+1,479
+51% +$214K 0.14% 126
2021
Q4 		$453K Sell
2,926
-574
-16% -$92.7K 0.11% 146
2021
Q3 		$592K Buy
3,500
+894
+34% +$159K 0.16% 104
2021
Q2 		$458K Sell
2,606
-1,830
-41% -$329K 0.12% 122
2021
Q1 		$818K Buy
4,436
+1,220
+38% +$225K 0.11% 129
2020
Q4 		$583K Buy
3,216
+50
+2% +$7.18K 0.18% 99
2020
Q3 		$393K Buy
3,166
+295
+10% +$36.9K 0.14% 106
2020
Q2 		$320K Sell
2,871
-411
-13% -$45.4K 0.12% 108
2020
Q1 		$317K Buy
+3,282
New +$415K 0.13% 108

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Street Partners's DIS Position: Q4 2025 in Review

Principal Street Partners sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 6,834 shares — an estimated $782K sold.

Principal Street Partners first reported a position in DIS in Q1 2020 and held it in 20 quarters. The position peaked at $1.09M in Q2 2025. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Principal Street Partners reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Principal Street Partners sold 6,834 Walt Disney shares in Q4 2025, an estimated $782K.
  • Principal Street Partners first reported a position in Walt Disney in Q1 2020 and held it in 20 quarters.
  • Principal Street Partners's Walt Disney position peaked at $1.09M in Q2 2025.
  • 3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Principal Street Partners's 13F filing for Q4 2025, filed 17 Feb 2026.