SRH Advisors’s Walt Disney DIS Stock Holding History

SRH Advisors’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	$20.7K	Sell	215 -4,897	-96%	-$518K	0.01%	176
2025 Q4	$582K	Buy	5,112 +47	+0.9%	+$5.18K	0.17%	31
2025 Q3	$580K	Hold	5,065	–	–	0.17%	28
2025 Q2	$628K	Hold	5,065	–	–	0.19%	26
2025 Q1	$500K	Sell	5,065 -4,888	-49%	-$525K	0.15%	33
2024 Q4	$1.11M	Hold	9,953	–	–	0.33%	20
2024 Q3	$957K	Hold	9,953	–	–	0.29%	23
2024 Q2	$988K	Hold	9,953	–	–	0.33%	22
2024 Q1	$1.22M	Buy	9,953 +2,095	+27%	+$219K	0.39%	20
2023 Q4	$709K	Hold	7,858	–	–	0.25%	28
2023 Q3	$637K	Sell	7,858 -18	-0.2%	-$1.54K	0.31%	27
2023 Q2	$789K	Hold	7,876	–	–	0.42%	27
2023 Q1	$789K	Hold	7,876	–	–	0.42%	27
2022 Q4	$684K	Hold	7,876	–	–	0.38%	28
2022 Q3	$743K	Buy	7,876 +32	+0.4%	+$3.42K	0.97%	27
2022 Q2	$740K	Sell	7,844 -100	-1%	-$11.1K	0.91%	27
2022 Q1	$1.09M	Sell	7,944 -735	-8%	-$106K	1.21%	23
2021 Q4	$1.34M	Hold	8,679	–	–	1.53%	19
2021 Q3	$1.47M	Buy	8,679 +8,378	+2,783%	+$1.49M	1.79%	16
2021 Q2	$53K	Hold	301	–	–	0.07%	123
2021 Q1	$56K	Hold	301	–	–	0.08%	107
2020 Q4	$55K	Hold	301	–	–	0.09%	103
2020 Q3	$37K	Hold	301	–	–	0.07%	112
2020 Q2	$34K	Hold	301	–	–	0.08%	101
2020 Q1	$29K	Hold	301	–	–	0.08%	97
2019 Q4	$44K	Hold	301	–	–	0.14%	87
2019 Q3	$39K	Hold	301	–	–	0.13%	89
2019 Q2	$42K	Sell	301 -103	-25%	-$13.7K	0.14%	86
2019 Q1	$45K	Buy	404 +183	+83%	+$20.5K	0.16%	84
2018 Q4	$24K	Hold	221	–	–	0.09%	107
2018 Q3	$26K	Hold	221	–	–	0.09%	123
2018 Q2	$23K	Buy	221 +103	+87%	+$10.5K	0.09%	121
2018 Q1	$12K	Hold	118	–	–	0.05%	134
2017 Q4	$13K	Hold	118	–	–	0.05%	125
2017 Q3	$12K	Hold	118	–	–	0.05%	126
2017 Q2	$13K	Hold	118	–	–	0.06%	103
2017 Q1	$13K	Hold	118	–	–	0.06%	99
2016 Q4	$12K	Hold	118	–	–	0.06%	101
2016 Q3	$11K	Hold	118	–	–	0.06%	103
2016 Q2	$12K	Hold	118	–	–	0.06%	98
2016 Q1	$12K	Hold	118	–	–	0.07%	97
2015 Q4	$12K	Hold	118	–	–	0.07%	95
2015 Q3	$12K	Hold	118	–	–	0.07%	95
2015 Q2	$13K	Hold	118	–	–	0.08%	95
2015 Q1	$12K	Hold	118	–	–	0.08%	86
2014 Q4	$11K	Hold	118	–	–	0.07%	92
2014 Q3	$11K	Buy	118 +18	+18%	+$1.59K	0.08%	90
2014 Q2	$9K	Hold	100	–	–	0.07%	100
2014 Q1	$8K	Hold	100	–	–	0.06%	99
2013 Q4	$8K	Buy	+100	New	+$6.93K	0.08%	101

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

SRH Advisors's DIS Position: Q1 2026 in Review

SRH Advisors reduced its Walt Disney (DIS) stake by 96% in Q1 2026, selling an estimated $518K and leaving 215 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #176.

SRH Advisors first reported a position in DIS in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.47M in Q3 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

SRH Advisors held 215 shares of Walt Disney worth $20.7K as of Q1 2026.
SRH Advisors sold 4,897 Walt Disney shares in Q1 2026, an estimated $518K.
Walt Disney made up 0.01% of SRH Advisors's portfolio in Q1 2026, its #176 holding.
SRH Advisors first reported a position in Walt Disney in Q4 2013 and has held it in 50 quarters since.
SRH Advisors's Walt Disney position peaked at $1.47M in Q3 2021.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.