Sunpointe’s Walt Disney DIS Stock Holding History

Sunpointe’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	$396K	Sell	4,105 -357	-8%	-$37.7K	0.13%	158
2025 Q4	$511K	Buy	4,462 +185	+4%	+$20.4K	0.17%	131
2025 Q3	$490K	Sell	4,277 -366	-8%	-$43.1K	0.18%	123
2025 Q2	$578K	Sell	4,643 -627	-12%	-$65.1K	0.23%	98
2025 Q1	$520K	Buy	5,270 +197	+4%	+$21.2K	0.28%	75
2024 Q4	$567K	Buy	5,073 +309	+6%	+$32.5K	0.29%	76
2024 Q3	$458K	Sell	4,764 -152	-3%	-$14K	0.38%	70
2024 Q2	$488K	Sell	4,916 -40	-0.8%	-$4.31K	0.32%	63
2024 Q1	$606K	Buy	4,956 +14	+0.3%	+$1.46K	0.67%	35
2023 Q4	$448K	Buy	+4,942	New	+$436K	0.57%	54

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

Sunpointe's DIS Position: Q1 2026 in Review

Sunpointe reduced its Walt Disney (DIS) stake by 8% in Q1 2026, selling an estimated $37.7K and leaving 4,105 shares worth $396K. The position accounts for 0.13% of the portfolio, ranked #158.

Sunpointe first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $606K in Q1 2024. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Sunpointe held 4,105 shares of Walt Disney worth $396K as of Q1 2026.
Sunpointe sold 357 Walt Disney shares in Q1 2026, an estimated $37.7K.
Walt Disney made up 0.13% of Sunpointe's portfolio in Q1 2026, its #158 holding.
Sunpointe first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
Sunpointe's Walt Disney position peaked at $606K in Q1 2024.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.