Syon Capital’s Walt Disney DIS Stock Holding History

Syon Capital’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	$1.19M	Buy	12,385 +45	+0.4%	+$4.76K	0.06%	253
2025 Q4	$1.4M	Buy	12,340 +6	+0%	+$661	0.07%	210
2025 Q3	$1.41M	Buy	12,334 +952	+8%	+$112K	0.08%	174
2025 Q2	$1.41M	Sell	11,382 -152	-1%	-$15.8K	0.09%	151
2025 Q1	$1.14M	Buy	11,534 +2,948	+34%	+$317K	0.09%	164
2024 Q4	$956K	Buy	8,586 +2,373	+38%	+$249K	0.09%	163
2024 Q3	$598K	Sell	6,213 -1,251	-17%	-$115K	0.05%	242
2024 Q2	$741K	Sell	7,464 -861	-10%	-$92.7K	0.07%	196
2024 Q1	$1.02M	Sell	8,325 -5,739	-41%	-$599K	0.1%	152
2023 Q4	$1.27M	Buy	14,064 +9,769	+227%	+$861K	0.05%	214
2023 Q3	$348K	Buy	+4,295	New	+$367K	0.04%	247

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

Syon Capital's DIS Position: Q1 2026 in Review

Syon Capital increased its Walt Disney (DIS) stake by 0.36% in Q1 2026, buying an estimated $4.76K and bringing the position to 12,385 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #253.

Syon Capital first reported a position in DIS in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.41M in Q3 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Syon Capital held 12,385 shares of Walt Disney worth $1.19M as of Q1 2026.
Syon Capital bought 45 Walt Disney shares in Q1 2026, an estimated $4.76K.
Walt Disney made up 0.06% of Syon Capital's portfolio in Q1 2026, its #253 holding.
Syon Capital first reported a position in Walt Disney in Q3 2023 and has held it in 11 quarters since.
Syon Capital's Walt Disney position peaked at $1.41M in Q3 2025.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.