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TSG Advice Partners’s Walt Disney DIS Stock Holding History

TSG Advice Partners’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 		$332K Buy
3,443
+476
+16% +$50.3K 0.05% 106
2025
Q4 		$338K Buy
+2,967
New +$327K 0.05% 87

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TSG Advice Partners's DIS Position: Q1 2026 in Review

TSG Advice Partners increased its Walt Disney (DIS) stake by 16% in Q1 2026, buying an estimated $50.3K and bringing the position to 3,443 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #106.

TSG Advice Partners first reported a position in DIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $338K in Q4 2025. 3,005 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • TSG Advice Partners held 3,443 shares of Walt Disney worth $332K as of Q1 2026.
  • TSG Advice Partners bought 476 Walt Disney shares in Q1 2026, an estimated $50.3K.
  • Walt Disney made up 0.05% of TSG Advice Partners's portfolio in Q1 2026, its #106 holding.
  • TSG Advice Partners first reported a position in Walt Disney in Q4 2025 and has held it in 2 quarters since.
  • TSG Advice Partners's Walt Disney position peaked at $338K in Q4 2025.
  • 3,005 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.