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Sargent Investment Group’s Walt Disney DIS Stock Holding History

Sargent Investment Group’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
2021
Q3 		– Sell
-2,000
Closed -$2K – 207
2021
Q2 		$2K Buy
+2,000
New +$360K ﹤0.01% 211

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

Sargent Investment Group's DIS Position: Q1 2026 in Review

Sargent Investment Group reduced its Walt Disney (DIS) stake by 24% in Q1 2026, selling an estimated $91K and leaving 2,760 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #216.

Sargent Investment Group first reported a position in DIS in Q1 2019 and has held it in 26 quarters since. The position peaked at $740K in Q4 2020. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Sargent Investment Group held 2,760 shares of Walt Disney worth $266K as of Q1 2026.
  • Sargent Investment Group sold 861 Walt Disney shares in Q1 2026, an estimated $91K.
  • Walt Disney made up 0.04% of Sargent Investment Group's portfolio in Q1 2026, its #216 holding.
  • Sargent Investment Group first reported a position in Walt Disney in Q1 2019 and has held it in 26 quarters since.
  • Sargent Investment Group's Walt Disney position peaked at $740K in Q4 2020.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.