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Sage Mountain Advisors’s Walt Disney DIS Stock Holding History

Sage Mountain Advisors’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
-8,953
Closed -$1.02M – 370
2025
Q4 		$1.02M Sell
8,953
-424
-5% -$46.7K 0.05% 159
2025
Q3 		$1.07M Buy
9,377
+438
+5% +$51.6K 0.06% 154
2025
Q2 		$1.11M Buy
8,939
+1,532
+21% +$159K 0.07% 123
2025
Q1 		$731K Buy
7,407
+348
+5% +$37.4K 0.05% 162
2024
Q4 		$786K Buy
7,059
+1,134
+19% +$119K 0.06% 149
2024
Q3 		$570K Sell
5,925
-2
-0% -$184 0.05% 180
2024
Q2 		$589K Buy
5,927
+877
+17% +$94.4K 0.05% 154
2024
Q1 		$618K Buy
5,050
+1,150
+29% +$120K 0.06% 131
2023
Q4 		$352K Buy
3,900
+1,143
+41% +$101K 0.04% 178
2023
Q3 		$223K Sell
2,757
-794
-22% -$67.8K 0.03% 230
2023
Q2 		$317K Sell
3,551
-226
-6% -$21.4K 0.05% 172
2023
Q1 		$378K Buy
+3,777
New +$381K 0.06% 134
2022
Q4 		– Sell
-2,700
Closed -$255K – 300
2022
Q3 		$255K Buy
2,700
+421
+18% +$45.1K 0.07% 128
2022
Q2 		$215K Sell
2,279
-511
-18% -$56.7K 0.04% 419
2022
Q1 		$383K Sell
2,790
-1,945
-41% -$281K 0.06% 320
2021
Q4 		$733K Buy
4,735
+542
+13% +$87.5K 0.09% 217
2021
Q3 		$709K Buy
4,193
+72
+2% +$12.8K 0.1% 197
2021
Q2 		$724K Buy
4,121
+2,322
+129% +$418K 0.12% 175
2021
Q1 		$332K Buy
1,799
+690
+62% +$127K 0.07% 215
2020
Q4 		$201K Buy
+1,109
New +$159K 0.07% 176

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

Sage Mountain Advisors's DIS Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 8,953 shares — an estimated $1.02M sold.

Sage Mountain Advisors first reported a position in DIS in Q4 2020 and held it in 20 quarters. The position peaked at $1.11M in Q2 2025. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 8,953 Walt Disney shares in Q1 2026, an estimated $1.02M.
  • Sage Mountain Advisors first reported a position in Walt Disney in Q4 2020 and held it in 20 quarters.
  • Sage Mountain Advisors's Walt Disney position peaked at $1.11M in Q2 2025.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.