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Tortoise Investment Management’s Walt Disney DIS Stock Holding History

Tortoise Investment Management’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
2025
Q4 		– Sell
-1,523
Closed -$174K – 549
2025
Q3 		$174K Sell
1,523
-17
-1% -$2K 0.02% 245
2025
Q2 		$191K Sell
1,540
-310
-17% -$32.2K 0.02% 222
2025
Q1 		$183K Sell
1,850
-130
-7% -$14K 0.02% 225
2024
Q4 		$221K Hold
1,980
– – 0.02% 212
2024
Q3 		$190K Hold
1,980
– – 0.02% 232
2024
Q2 		$197K Sell
1,980
-270
-12% -$29.1K 0.02% 208
2024
Q1 		$275K Buy
2,250
+80
+4% +$8.36K 0.03% 186
2023
Q4 		$196K Hold
2,170
– – 0.03% 203
2023
Q3 		$176K Sell
2,170
-137
-6% -$11.7K 0.03% 207
2023
Q2 		$206K Hold
2,307
– – 0.03% 190
2023
Q1 		$231K Sell
2,307
-25
-1% -$2.52K 0.04% 178
2022
Q4 		$203K Sell
2,332
-136
-6% -$13K 0.04% 186
2022
Q3 		$233K Sell
2,468
-100
-4% -$10.7K 0.05% 172
2022
Q2 		$242K Buy
2,568
+80
+3% +$8.88K 0.05% 160
2022
Q1 		$341K Buy
2,488
+350
+16% +$50.6K 0.06% 139
2021
Q4 		$331K Buy
2,138
+115
+6% +$18.6K 0.06% 133
2021
Q3 		$342K Sell
2,023
-25
-1% -$4.46K 0.07% 125
2021
Q2 		$360K Sell
2,048
-5
-0.2% -$899 0.07% 124
2021
Q1 		$379K Hold
2,053
– – 0.08% 118
2020
Q4 		$372K Buy
2,053
+50
+2% +$7.18K 0.08% 112
2020
Q3 		$249K Hold
2,003
– – 0.06% 122
2020
Q2 		$223K Hold
2,003
– – 0.06% 126
2020
Q1 		$194K Sell
2,003
-2
-0.1% -$253 0.06% 130
2019
Q4 		$290K Sell
2,005
-186
-8% -$26K 0.07% 116
2019
Q3 		$286K Sell
2,191
-342
-14% -$47.3K 0.07% 118
2019
Q2 		$354K Hold
2,533
– – 0.09% 113
2019
Q1 		$281K Buy
2,533
+75
+3% +$8.38K 0.07% 120
2018
Q4 		$270K Buy
2,458
+40
+2% +$4.55K 0.07% 123
2018
Q3 		$283K Buy
2,418
+225
+10% +$25K 0.07% 121
2018
Q2 		$230K Hold
2,193
– – 0.06% 127
2018
Q1 		$220K Sell
2,193
-22
-1% -$2.34K 0.06% 130
2017
Q4 		$238K Sell
2,215
-54
-2% -$5.56K 0.07% 125
2017
Q3 		$224K Hold
2,269
– – 0.07% 128
2017
Q2 		$241K Buy
2,269
+14
+0.6% +$1.53K 0.08% 113
2017
Q1 		$256K Buy
2,255
+33
+1% +$3.63K 0.08% 104
2016
Q4 		$232K Hold
2,222
– – 0.08% 101
2016
Q3 		$206K Hold
2,222
– – 0.07% 95
2016
Q2 		$217K Hold
2,222
– – 0.08% 100
2016
Q1 		$221K Sell
2,222
-17
-0.8% -$1.64K 0.08% 102
2015
Q4 		$235K Sell
2,239
-140
-6% -$15.6K 0.08% 104
2015
Q3 		$243K Hold
2,379
– – 0.09% 99
2015
Q2 		$272K Buy
2,379
+45
+2% +$4.94K 0.1% 94
2015
Q1 		$245K Hold
2,334
– – 0.09% 95
2014
Q4 		$220K Buy
2,334
+739
+46% +$66.6K 0.09% 98
2014
Q3 		$142K Sell
1,595
-115
-7% -$10.1K 0.06% 121
2014
Q2 		$147K Buy
1,710
+106
+7% +$8.66K 0.06% 118
2014
Q1 		$128K Buy
1,604
+300
+23% +$23.3K 0.06% 121
2013
Q4 		$100K Sell
1,304
-150
-10% -$10.4K 0.05% 135
2013
Q3 		$94K Hold
1,454
– – 0.06% 115
2013
Q2 		$92K Buy
+1,454
New +$91.9K 0.06% 103

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tortoise Investment Management's DIS Position: Q4 2025 in Review

Tortoise Investment Management sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 1,523 shares — an estimated $174K sold.

Tortoise Investment Management first reported a position in DIS in Q2 2013 and held it in 50 quarters. The position peaked at $379K in Q1 2021. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Tortoise Investment Management reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1,523 Walt Disney shares in Q4 2025, an estimated $174K.
  • Tortoise Investment Management first reported a position in Walt Disney in Q2 2013 and held it in 50 quarters.
  • Tortoise Investment Management's Walt Disney position peaked at $379K in Q1 2021.
  • 3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.