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Rothschild Capital Partners’s Walt Disney DIS Stock Holding History

Rothschild Capital 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 		$541K Buy
5,609
+3,504
+166% +$370K 0.13% 74
2025
Q4 		$239K Sell
2,105
-1,805
-46% -$199K 0.06% 77
2025
Q3 		$448K Buy
3,910
+2,250
+136% +$265K 0.11% 56
2025
Q2 		$206K Sell
1,660
-500
-23% -$52K 0.05% 89
2025
Q1 		$213K Sell
2,160
-550
-20% -$59.1K 0.06% 88
2024
Q4 		$302K Buy
+2,710
New +$285K 0.07% 72

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

Rothschild Capital Partners's DIS Position: Q1 2026 in Review

Rothschild Capital Partners increased its Walt Disney (DIS) stake by 166% in Q1 2026, buying an estimated $370K and bringing the position to 5,609 shares worth $541K. The position accounts for 0.13% of the portfolio, ranked #74.

Rothschild Capital Partners first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Rothschild Capital Partners held 5,609 shares of Walt Disney worth $541K as of Q1 2026.
  • Rothschild Capital Partners bought 3,504 Walt Disney shares in Q1 2026, an estimated $370K.
  • Walt Disney made up 0.13% of Rothschild Capital Partners's portfolio in Q1 2026, its #74 holding.
  • Rothschild Capital Partners first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.