Syverson Strege & Co’s Walt Disney DIS Stock Holding History

Syverson Strege & Co’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	–	Sell	-1,908	Closed	-$217K	–	173
2025 Q4	$217K	Sell	1,908 -175	-8%	-$19.3K	0.05%	156
2025 Q3	$238K	Sell	2,083 -519	-20%	-$61.1K	0.06%	140
2025 Q2	$323K	Buy	+2,602	New	+$270K	0.08%	112
2023 Q2	–	Sell	-110	Closed	-$11K	–	213
2023 Q1	$11K	Hold	110	–	–	﹤0.01%	243
2022 Q4	$9.56K	Hold	110	–	–	﹤0.01%	200
2022 Q3	$10K	Buy	110 +50	+83%	+$5.35K	0.01%	183
2022 Q2	$6K	Sell	60 -100	-63%	-$11.1K	﹤0.01%	248
2022 Q1	$22K	Hold	160	–	–	0.02%	162
2021 Q4	$25K	Buy	160 +127	+385%	+$20.5K	0.02%	166
2021 Q3	$6K	Buy	33 +25	+313%	+$4.46K	﹤0.01%	294
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	258
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	251
2020 Q4	$1K	Buy	+8	New	+$1.15K	﹤0.01%	230

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

Syverson Strege & Co's DIS Position: Q1 2026 in Review

Syverson Strege & Co sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,908 shares — an estimated $217K sold.

Syverson Strege & Co first reported a position in DIS in Q4 2020 and held it in 13 quarters. The position peaked at $323K in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Syverson Strege & Co reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Syverson Strege & Co sold 1,908 Walt Disney shares in Q1 2026, an estimated $217K.
Syverson Strege & Co first reported a position in Walt Disney in Q4 2020 and held it in 13 quarters.
Syverson Strege & Co's Walt Disney position peaked at $323K in Q2 2025.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.