RAM
DIS icon

Reflection Asset Management’s Walt Disney DIS Stock Holding History

Reflection Asset 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 		$1.5M Sell
15,540
-2,020
-12% -$213K 0.92% 29
2025
Q4 		$2M Buy
+17,560
New +$1.93M 1.42% 14

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 $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Reflection Asset Management's DIS Position: Q1 2026 in Review

Reflection Asset Management reduced its Walt Disney (DIS) stake by 12% in Q1 2026, selling an estimated $213K and leaving 15,540 shares worth $1.5M. The position accounts for 0.92% of the portfolio, ranked #29.

Reflection Asset Management first reported a position in DIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $2M in Q4 2025. 3,014 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Reflection Asset Management held 15,540 shares of Walt Disney worth $1.5M as of Q1 2026.
  • Reflection Asset Management sold 2,020 Walt Disney shares in Q1 2026, an estimated $213K.
  • Walt Disney made up 0.92% of Reflection Asset Management's portfolio in Q1 2026, its #29 holding.
  • Reflection Asset Management first reported a position in Walt Disney in Q4 2025 and has held it in 2 quarters since.
  • Reflection Asset Management's Walt Disney position peaked at $2M in Q4 2025.
  • 3,014 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.