SP
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Saranac Partners’s Walt Disney DIS Stock Holding History

Saranac 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 		$1.18M Buy
12,037
+6,267
+109% +$662K 0.5% 39
2025
Q4 		$656K Sell
5,770
-384
-6% -$42.3K 0.26% 47
2025
Q3 		$705K Buy
6,154
+1,468
+31% +$173K 0.13% 105
2025
Q2 		$581K Sell
4,686
-592
-11% -$61.5K 0.31% 44
2025
Q1 		$521K Buy
5,278
+512
+11% +$55K 0.3% 45
2024
Q4 		$531K Buy
+4,766
New +$501K 0.29% 47
2024
Q3 		– Sell
-4,832
Closed -$480K – 26
2024
Q2 		$480K Buy
4,832
+485
+11% +$52.2K 0.29% 45
2024
Q1 		$532K Sell
4,347
-1,103
-20% -$115K 0.33% 43
2023
Q4 		$492K Hold
5,450
– – 0.32% 48
2023
Q3 		$442K Buy
5,450
+285
+6% +$24.3K 0.25% 39
2023
Q2 		$461K Buy
5,165
+839
+19% +$79.5K 0.24% 43
2023
Q1 		$433K Buy
+4,326
New +$436K 0.26% 39

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Saranac Partners's DIS Position: Q1 2026 in Review

Saranac Partners increased its Walt Disney (DIS) stake by 109% in Q1 2026, buying an estimated $662K and bringing the position to 12,037 shares worth $1.18M. The position accounts for 0.5% of the portfolio, ranked #39.

Saranac Partners first reported a position in DIS in Q1 2023 and has held it in 12 quarters since. 2,998 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Saranac Partners held 12,037 shares of Walt Disney worth $1.18M as of Q1 2026.
  • Saranac Partners bought 6,267 Walt Disney shares in Q1 2026, an estimated $662K.
  • Walt Disney made up 0.5% of Saranac Partners's portfolio in Q1 2026, its #39 holding.
  • Saranac Partners first reported a position in Walt Disney in Q1 2023 and has held it in 12 quarters since.
  • 2,998 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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