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Sharp Financial Services’s Walt Disney DIS Stock Holding History

Sharp Financial Services’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 		$240K Buy
2,489
+637
+34% +$67.3K 0.12% 104
2025
Q4 		$211K Buy
+1,852
New +$204K 0.11% 108
2025
Q3 		– Sell
-1,630
Closed -$202K – 106
2025
Q2 		$202K Buy
+1,630
New +$169K 0.13% 87
2024
Q3 		– Sell
-2,026
Closed -$201K – 99
2024
Q2 		$201K Buy
+2,026
New +$218K 0.17% 95

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

Sharp Financial Services's DIS Position: Q1 2026 in Review

Sharp Financial Services increased its Walt Disney (DIS) stake by 34% in Q1 2026, buying an estimated $67.3K and bringing the position to 2,489 shares worth $240K. The position accounts for 0.12% of the portfolio, ranked #104.

Sharp Financial Services first reported a position in DIS in Q2 2024 and has held it in 4 quarters since. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Sharp Financial Services held 2,489 shares of Walt Disney worth $240K as of Q1 2026.
  • Sharp Financial Services bought 637 Walt Disney shares in Q1 2026, an estimated $67.3K.
  • Walt Disney made up 0.12% of Sharp Financial Services's portfolio in Q1 2026, its #104 holding.
  • Sharp Financial Services first reported a position in Walt Disney in Q2 2024 and has held it in 4 quarters since.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.