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Sagard Holdings Management’s Walt Disney DIS Stock Holding History

Sagard Holdings 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
2025
Q3 		$9.96K Hold
87
– – 0.05% 81
2025
Q2 		$10.8K Buy
+87
New +$9.04K 0.03% 84

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sagard Holdings Management's DIS Position: Q3 2025 in Review

Sagard Holdings Management held its Walt Disney (DIS) position steady in Q3 2025 at 87 shares worth $9.96K. The position accounts for 0.05% of the portfolio, ranked #81.

Sagard Holdings Management first reported a position in DIS in Q2 2025 and has held it in 2 quarters since. The position peaked at $10.8K in Q2 2025. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Sagard Holdings Management held 87 shares of Walt Disney worth $9.96K as of Q3 2025.
  • Sagard Holdings Management left its Walt Disney share count unchanged in Q3 2025.
  • Walt Disney made up 0.05% of Sagard Holdings Management's portfolio in Q3 2025, its #81 holding.
  • Sagard Holdings Management first reported a position in Walt Disney in Q2 2025 and has held it in 2 quarters since.
  • Sagard Holdings Management's Walt Disney position peaked at $10.8K in Q2 2025.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.