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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
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 $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

SWS Partners's DIS Position: Q1 2026 in Review

SWS Partners reduced its Walt Disney (DIS) stake by 89% in Q1 2026, selling an estimated $17.7M and leaving 20,459 shares worth $1.97M. The position accounts for 0.49% of the portfolio, ranked #75.

SWS Partners first reported a position in DIS in Q4 2017 and has held it in 13 quarters since. The position peaked at $2.15M in Q4 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • SWS Partners held 20,459 shares of Walt Disney worth $1.97M as of Q1 2026.
  • SWS Partners sold 167,364 Walt Disney shares in Q1 2026, an estimated $17.7M.
  • Walt Disney made up 0.49% of SWS Partners's portfolio in Q1 2026, its #75 holding.
  • SWS Partners first reported a position in Walt Disney in Q4 2017 and has held it in 13 quarters since.
  • SWS Partners's Walt Disney position peaked at $2.15M in Q4 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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