Sendero Wealth Management’s Walt Disney DIS Stock Holding History

Sendero Wealth 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
2026 Q1	$434K	Buy	4,507 +17	+0.4%	+$1.8K	0.05%	163
2025 Q4	$511K	Sell	4,490 -169	-4%	-$18.6K	0.06%	155
2025 Q3	$533K	Hold	4,659	–	–	0.06%	142
2025 Q2	$578K	Sell	4,659 -87	-2%	-$9.04K	0.07%	135
2025 Q1	$468K	Buy	4,746 +386	+9%	+$41.5K	0.07%	141
2024 Q4	$485K	Hold	4,360	–	–	0.07%	129
2024 Q3	$419K	Sell	4,360 -272	-6%	-$25K	0.07%	133
2024 Q2	$460K	Sell	4,632 -17	-0.4%	-$1.83K	0.08%	125
2024 Q1	$569K	Buy	4,649 +89	+2%	+$9.3K	0.1%	115
2023 Q4	$412K	Hold	4,560	–	–	0.08%	130
2023 Q3	$370K	Hold	4,560	–	–	0.08%	126
2023 Q2	$407K	Buy	4,560 +1,044	+30%	+$98.9K	0.09%	122
2023 Q1	$352K	Buy	3,516 +420	+14%	+$42.3K	0.11%	83
2022 Q4	$269K	Buy	3,096 +618	+25%	+$59.1K	0.1%	91
2022 Q3	$234K	Buy	+2,478	New	+$265K	0.1%	86

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sendero Wealth Management's DIS Position: Q1 2026 in Review

Sendero Wealth Management increased its Walt Disney (DIS) stake by 0.38% in Q1 2026, buying an estimated $1.8K and bringing the position to 4,507 shares worth $434K. The position accounts for 0.05% of the portfolio, ranked #163.

Sendero Wealth Management first reported a position in DIS in Q3 2022 and has held it in 15 quarters since. The position peaked at $578K in Q2 2025. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Sendero Wealth Management held 4,507 shares of Walt Disney worth $434K as of Q1 2026.
Sendero Wealth Management bought 17 Walt Disney shares in Q1 2026, an estimated $1.8K.
Walt Disney made up 0.05% of Sendero Wealth Management's portfolio in Q1 2026, its #163 holding.
Sendero Wealth Management first reported a position in Walt Disney in Q3 2022 and has held it in 15 quarters since.
Sendero Wealth Management's Walt Disney position peaked at $578K in Q2 2025.
2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.