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Truepoint Inc’s Walt Disney DIS Stock Holding History

Truepoint Inc’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
-1,926
Closed -$219K – 150
2025
Q4 		$219K Sell
1,926
-1,036
-35% -$114K ﹤0.01% 136
2025
Q3 		$339K Buy
2,962
+295
+11% +$34.7K 0.01% 114
2025
Q2 		$331K Buy
2,667
+348
+15% +$36.2K 0.01% 113
2025
Q1 		$229K Sell
2,319
-203
-8% -$21.8K 0.01% 126
2024
Q4 		$281K Buy
2,522
+156
+7% +$16.4K 0.01% 113
2024
Q3 		$228K Buy
2,366
+83
+4% +$7.64K 0.01% 118
2024
Q2 		$227K Buy
2,283
+99
+5% +$10.7K 0.01% 111
2024
Q1 		$267K Sell
2,184
-5,232
-71% -$547K 0.01% 114
2023
Q4 		$670K Buy
7,416
+1,377
+23% +$121K 0.02% 111
2023
Q3 		$489K Buy
6,039
+3,434
+132% +$293K 0.02% 119
2023
Q2 		$233K Buy
+2,605
New +$247K 0.01% 135
2022
Q2 		– Sell
-2,190
Closed -$300K – 164
2022
Q1 		$300K Sell
2,190
-100
-4% -$14.5K 0.01% 115
2021
Q4 		$355K Buy
2,290
+1,020
+80% +$165K 0.02% 107
2021
Q3 		$215K Buy
+1,270
New +$226K 0.01% 124

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

Truepoint Inc's DIS Position: Q1 2026 in Review

Truepoint Inc sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,926 shares — an estimated $219K sold.

Truepoint Inc first reported a position in DIS in Q3 2021 and held it in 14 quarters. The position peaked at $670K in Q4 2023. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Truepoint Inc reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Truepoint Inc sold 1,926 Walt Disney shares in Q1 2026, an estimated $219K.
  • Truepoint Inc first reported a position in Walt Disney in Q3 2021 and held it in 14 quarters.
  • Truepoint Inc's Walt Disney position peaked at $670K in Q4 2023.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.