Rakuten Investment Management’s Walt Disney DIS Stock Holding History

Rakuten Investment 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	$24.9M	Buy	263,873 +28,217	+12%	+$2.98M	0.05%	69
2025 Q4	$26.9M	Buy	235,656 +50,706	+27%	+$5.58M	0.09%	72
2025 Q3	$9.06M	Buy	+184,950	New	+$21.8M	0.03%	150
2025 Q1	$16.3M	Buy	+165,793	New	+$17.8M	0.07%	67
2024 Q3	$9.91M	Buy	103,239 +25,325	+33%	+$2.33M	0.06%	62
2024 Q2	$7.96M	Buy	77,914 +28,487	+58%	+$3.07M	0.05%	54
2024 Q1	$6.05M	Buy	49,427 +44,903	+993%	+$4.69M	0.04%	49
2023 Q4	$409K	Buy	+4,524	New	+$399K	﹤0.01%	59

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

Rakuten Investment Management's DIS Position: Q1 2026 in Review

Rakuten Investment Management increased its Walt Disney (DIS) stake by 12% in Q1 2026, buying an estimated $2.98M and bringing the position to 263,873 shares worth $24.9M. The position accounts for 0.05% of the portfolio, ranked #69.

Rakuten Investment Management first reported a position in DIS in Q4 2023 and has held it in 8 quarters since. The position peaked at $26.9M in Q4 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Rakuten Investment Management held 263,873 shares of Walt Disney worth $24.9M as of Q1 2026.
Rakuten Investment Management bought 28,217 Walt Disney shares in Q1 2026, an estimated $2.98M.
Walt Disney made up 0.05% of Rakuten Investment Management's portfolio in Q1 2026, its #69 holding.
Rakuten Investment Management first reported a position in Walt Disney in Q4 2023 and has held it in 8 quarters since.
Rakuten Investment Management's Walt Disney position peaked at $26.9M in Q4 2025.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.