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Tandem Investment Advisors’s Walt Disney DIS Stock Holding History

Tandem Investment Advisors’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
-1,891
Closed -$215K – 84
2025
Q4 		$215K Buy
+1,891
New +$208K 0.01% 77
2020
Q2 		– Sell
-135,863
Closed -$13.1M – 68
2020
Q1 		$13.1M Buy
+135,863
New +$17.2M 1.95% 29

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

Tandem Investment Advisors's DIS Position: Q1 2026 in Review

Tandem Investment Advisors sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,891 shares — an estimated $215K sold.

Tandem Investment Advisors first reported a position in DIS in Q1 2020 and held it in 2 quarters. The position peaked at $13.1M in Q1 2020. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Tandem Investment Advisors reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Tandem Investment Advisors sold 1,891 Walt Disney shares in Q1 2026, an estimated $215K.
  • Tandem Investment Advisors first reported a position in Walt Disney in Q1 2020 and held it in 2 quarters.
  • Tandem Investment Advisors's Walt Disney position peaked at $13.1M in Q1 2020.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Tandem Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.