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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
Q2 		$433K Sell
4,498
-9
-0.2% -$918 0.04% 168
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sendero Wealth Management's DIS Position: Q2 2026 in Review

Sendero Wealth Management reduced its Walt Disney (DIS) stake by 0.2% in Q2 2026, selling an estimated $918 and leaving 4,498 shares worth $433K. The position accounts for 0.04% of the portfolio, ranked #168.

Sendero Wealth Management first reported a position in DIS in Q3 2022 and has held it in 16 quarters since. The position peaked at $578K in Q2 2025. 2,943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Sendero Wealth Management held 4,498 shares of Walt Disney worth $433K as of Q2 2026.
  • Sendero Wealth Management sold 9 Walt Disney shares in Q2 2026, an estimated $918.
  • Walt Disney made up 0.04% of Sendero Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Sendero Wealth Management first reported a position in Walt Disney in Q3 2022 and has held it in 16 quarters since.
  • Sendero Wealth Management's Walt Disney position peaked at $578K in Q2 2025.
  • 2,943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.