SHF
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Safe Harbor Fiduciary’s Walt Disney DIS Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-3
Closed -$341 – 88
2025
Q4 		$341 Buy
+3
New +$330 ﹤0.01% 209
2025
Q2 		$372 Hold
3
– – ﹤0.01% 210
2025
Q1 		$296 Hold
3
– – ﹤0.01% 208
2024
Q4 		$334 Hold
3
– – ﹤0.01% 176
2024
Q3 		$289 Buy
+3
New +$276 ﹤0.01% 190

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

Safe Harbor Fiduciary's DIS Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 3 shares — an estimated $341 sold.

Safe Harbor Fiduciary first reported a position in DIS in Q3 2024 and held it in 5 quarters. The position peaked at $372 in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 3 Walt Disney shares in Q1 2026, an estimated $341.
  • Safe Harbor Fiduciary first reported a position in Walt Disney in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Walt Disney position peaked at $372 in Q2 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.