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SWS Partners’s Walt Disney DIS Stock Holding History

SWS Partners’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 		$1.77M Sell
18,252
-2,207
-11% -$225K 0.38% 77
2026
Q1 		$1.97M Sell
20,459
-167,364
-89% -$17.7M 0.49% 75
2025
Q4 		$2.15M Buy
187,823
+170,854
+1,007% +$18.8M 0.52% 73
2025
Q3 		$1.94M Buy
16,969
+992
+6% +$117K 0.47% 75
2025
Q2 		$1.98M Buy
15,977
+983
+7% +$102K 0.53% 67
2025
Q1 		$1.48M Sell
14,994
-3
-0% -$322 0.49% 77
2024
Q4 		$1.68M Buy
14,997
+156
+1% +$16.4K 0.51% 74
2024
Q3 		$1.43M Sell
14,841
-1,518
-9% -$140K 0.45% 81
2024
Q2 		$1.63M Buy
16,359
+1,592
+11% +$171K 0.49% 76
2024
Q1 		$1.81M Buy
+14,767
New +$1.54M 0.54% 74
2021
Q4 		– Sell
-1,292
Closed -$219K – 80
2021
Q3 		$219K Buy
+1,292
New +$230K 0.14% 80
2021
Q2 		– Sell
-1,292
Closed -$238K – 79
2021
Q1 		$238K Buy
+1,292
New +$238K 0.16% 79
2018
Q2 		– Sell
-98
Closed -$10K – 155
2018
Q1 		$10K Hold
98
– – 0.01% 258
2017
Q4 		$11K Buy
+98
New +$10.1K 0.01% 259

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

SWS Partners's DIS Position: Q2 2026 in Review

SWS Partners reduced its Walt Disney (DIS) stake by 11% in Q2 2026, selling an estimated $225K and leaving 18,252 shares worth $1.77M. The position accounts for 0.38% of the portfolio, ranked #77.

SWS Partners first reported a position in DIS in Q4 2017 and has held it in 14 quarters since. The position peaked at $2.15M in Q4 2025. 2,943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • SWS Partners held 18,252 shares of Walt Disney worth $1.77M as of Q2 2026.
  • SWS Partners sold 2,207 Walt Disney shares in Q2 2026, an estimated $225K.
  • Walt Disney made up 0.38% of SWS Partners's portfolio in Q2 2026, its #77 holding.
  • SWS Partners first reported a position in Walt Disney in Q4 2017 and has held it in 14 quarters since.
  • SWS Partners's Walt Disney position peaked at $2.15M in Q4 2025.
  • 2,943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.