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Root Financial Partners’s Walt Disney DIS Stock Holding History

Root Financial 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
2026
Q1 		$448K Buy
4,645
+697
+18% +$73.7K 0.02% 182
2025
Q4 		$449K Sell
3,948
-579
-13% -$63.8K 0.02% 180
2025
Q3 		$518K Buy
4,527
+1,292
+40% +$152K 0.03% 140
2025
Q2 		$401K Buy
3,235
+171
+6% +$17.8K 0.04% 153
2025
Q1 		$302K Buy
3,064
+1,102
+56% +$118K 0.03% 154
2024
Q4 		$218K Buy
+1,962
New +$206K 0.03% 195

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Root Financial Partners's DIS Position: Q1 2026 in Review

Root Financial Partners increased its Walt Disney (DIS) stake by 18% in Q1 2026, buying an estimated $73.7K and bringing the position to 4,645 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #182.

Root Financial Partners first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $518K in Q3 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Root Financial Partners held 4,645 shares of Walt Disney worth $448K as of Q1 2026.
  • Root Financial Partners bought 697 Walt Disney shares in Q1 2026, an estimated $73.7K.
  • Walt Disney made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #182 holding.
  • Root Financial Partners first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Root Financial Partners's Walt Disney position peaked at $518K in Q3 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.