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Sittner & Nelson’s Walt Disney DIS Stock Holding History

Sittner & Nelson’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 		$806K Sell
8,359
-246
-3% -$26K 0.29% 69
2025
Q4 		$935K Sell
8,605
-226
-3% -$24.9K 0.33% 64
2025
Q3 		$1.01M Buy
8,831
+5
+0.1% +$589 0.37% 50
2025
Q2 		$1.09M Sell
8,826
-33
-0.4% -$3.43K 0.44% 43
2025
Q1 		$874K Sell
8,859
-15
-0.2% -$1.61K 0.37% 48
2024
Q4 		$988K Sell
8,874
-4
-0% -$420 0.43% 44
2024
Q3 		$854K Sell
8,878
-1,897
-18% -$175K 0.38% 49
2024
Q2 		$1.07M Hold
10,775
– – 0.53% 33
2024
Q1 		$1.32M Sell
10,775
-97
-0.9% -$10.1K 0.66% 32
2023
Q4 		$982K Sell
10,872
-1,375
-11% -$121K 0.52% 38
2023
Q3 		$993K Buy
12,247
+550
+5% +$47K 0.57% 35
2023
Q2 		$1.04M Sell
11,697
-2,605
-18% -$247K 0.57% 36
2023
Q1 		$1.43M Sell
14,302
-868
-6% -$87.5K 0.82% 30
2022
Q4 		$1.32M Buy
15,170
+802
+6% +$76.7K 0.81% 31
2022
Q3 		$1.35M Sell
14,368
-75
-0.5% -$8.03K 0.91% 26
2022
Q2 		$1.36M Buy
14,443
+1,695
+13% +$188K 0.89% 26
2022
Q1 		$1.75M Buy
12,748
+300
+2% +$43.4K 1.01% 23
2021
Q4 		$1.93M Sell
12,448
-962
-7% -$155K 1.12% 22
2021
Q3 		$2.27M Sell
13,410
-1,953
-13% -$348K 1.47% 16
2021
Q2 		$2.7M Sell
15,363
-100
-0.6% -$18K 1.9% 11
2021
Q1 		$2.85M Hold
15,463
– – 2.13% 8
2020
Q4 		$2.8M Buy
+15,463
New +$2.22M 2.51% 7

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

Sittner & Nelson's DIS Position: Q1 2026 in Review

Sittner & Nelson reduced its Walt Disney (DIS) stake by 2.9% in Q1 2026, selling an estimated $26K and leaving 8,359 shares worth $806K. The position accounts for 0.29% of the portfolio, ranked #69.

Sittner & Nelson first reported a position in DIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.85M in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Sittner & Nelson held 8,359 shares of Walt Disney worth $806K as of Q1 2026.
  • Sittner & Nelson sold 246 Walt Disney shares in Q1 2026, an estimated $26K.
  • Walt Disney made up 0.29% of Sittner & Nelson's portfolio in Q1 2026, its #69 holding.
  • Sittner & Nelson first reported a position in Walt Disney in Q4 2020 and has held it in 22 quarters since.
  • Sittner & Nelson's Walt Disney position peaked at $2.85M in Q1 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.