SR
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Syntax Research’s Walt Disney DIS Stock Holding History

Syntax Research’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 		$35.5K Buy
368
+1
+0.3% +$106 0.02% 105
2025
Q4 		$41.7K Sell
367
-111
-23% -$12.2K 0.03% 98
2025
Q3 		$54.7K Buy
478
+1
+0.2% +$118 0.04% 91
2025
Q2 		$59.1K Hold
477
– – 0.04% 82
2025
Q1 		$47.1K Buy
477
+1
+0.2% +$107 0.03% 89
2024
Q4 		$53K Hold
476
– – 0.04% 86
2024
Q3 		$45.8K Buy
476
+1
+0.2% +$92 0.03% 91
2024
Q2 		$47.1K Hold
475
– – 0.04% 84
2024
Q1 		$58.1K Buy
475
+1
+0.2% +$104 0.04% 82
2023
Q4 		$42.8K Sell
474
-12
-2% -$1.06K 0.04% 91
2023
Q3 		$39.4K Buy
+486
New +$41.5K 0.03% 100

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

Syntax Research's DIS Position: Q1 2026 in Review

Syntax Research increased its Walt Disney (DIS) stake by 0.27% in Q1 2026, buying an estimated $106 and bringing the position to 368 shares worth $35.5K. The position accounts for 0.02% of the portfolio, ranked #105.

Syntax Research first reported a position in DIS in Q3 2023 and has held it in 11 quarters since. The position peaked at $59.1K in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Syntax Research held 368 shares of Walt Disney worth $35.5K as of Q1 2026.
  • Syntax Research bought 1 Walt Disney share in Q1 2026, an estimated $106.
  • Walt Disney made up 0.02% of Syntax Research's portfolio in Q1 2026, its #105 holding.
  • Syntax Research first reported a position in Walt Disney in Q3 2023 and has held it in 11 quarters since.
  • Syntax Research's Walt Disney position peaked at $59.1K in Q2 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Syntax Research's 13F filing for Q1 2026, filed 24 Apr 2026.