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Talon Private Wealth’s Walt Disney DIS Stock Holding History

Talon Private Wealth’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 		$1.01M Buy
+10,472
New +$1.11M 0.13% 105
2025
Q2 		$1.38M Buy
11,153
+697
+7% +$72.4K 0.19% 82
2025
Q1 		$1.03M Sell
10,456
-1,515
-13% -$163K 0.14% 91
2024
Q4 		$1.33M Buy
11,971
+6,372
+114% +$669K 0.28% 45
2024
Q3 		$539K Buy
+5,599
New +$515K 0.11% 42

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

Talon Private Wealth's DIS Position: Q1 2026 in Review

Talon Private Wealth opened a new position in Walt Disney (DIS) in Q1 2026: 10,472 shares worth $1.01M. The stake represents 0.13% of the portfolio and ranks #105 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in DIS as recently as Q2 2025.

Talon Private Wealth first reported a position in DIS in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.38M in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Talon Private Wealth held 10,472 shares of Walt Disney worth $1.01M as of Q1 2026.
  • Walt Disney was a new Talon Private Wealth position in Q1 2026.
  • Walt Disney made up 0.13% of Talon Private Wealth's portfolio in Q1 2026, its #105 holding.
  • Talon Private Wealth first reported a position in Walt Disney in Q3 2024 and has held it in 5 quarters since.
  • Talon Private Wealth's Walt Disney position peaked at $1.38M in Q2 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.