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VELA Investment Management’s Walt Disney DIS Stock Holding History

VELA 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
2026
Q1 		$5.88M Buy
61,015
+8,928
+17% +$944K 1.35% 18
2025
Q4 		$5.93M Buy
52,087
+2,369
+5% +$261K 1.39% 15
2025
Q3 		$5.69M Sell
49,718
-553
-1% -$65.1K 1.39% 17
2025
Q2 		$6.23M Buy
50,271
+3,353
+7% +$348K 1.69% 11
2025
Q1 		$4.63M Buy
46,918
+7,989
+21% +$859K 1.45% 15
2024
Q4 		$4.33M Sell
38,929
-8,655
-18% -$909K 1.21% 20
2024
Q3 		$4.58M Buy
47,584
+5,209
+12% +$479K 1.41% 15
2024
Q2 		$4.21M Sell
42,375
-1,897
-4% -$204K 1.31% 16
2024
Q1 		$5.42M Buy
44,272
+2,291
+5% +$239K 1.84% 8
2023
Q4 		$3.79M Sell
41,981
-2,394
-5% -$211K 1.45% 15
2023
Q3 		$3.6M Buy
44,375
+14,425
+48% +$1.23M 1.58% 16
2023
Q2 		$2.67M Sell
29,950
-5,812
-16% -$551K 1.23% 20
2023
Q1 		$3.58M Buy
35,762
+834
+2% +$84.1K 1.63% 14
2022
Q4 		$3.03M Buy
34,928
+6,151
+21% +$588K 1.5% 15
2022
Q3 		$2.71M Buy
28,777
+1,971
+7% +$211K 1.54% 17
2022
Q2 		$2.53M Buy
26,806
+6,360
+31% +$706K 1.45% 21
2022
Q1 		$2.8M Buy
20,446
+4,722
+30% +$683K 1.76% 14
2021
Q4 		$2.44M Buy
+15,724
New +$2.54M 1.64% 15

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

VELA Investment Management's DIS Position: Q1 2026 in Review

VELA Investment Management increased its Walt Disney (DIS) stake by 17% in Q1 2026, buying an estimated $944K and bringing the position to 61,015 shares worth $5.88M. The position accounts for 1.35% of the portfolio, ranked #18.

VELA Investment Management first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.23M in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • VELA Investment Management held 61,015 shares of Walt Disney worth $5.88M as of Q1 2026.
  • VELA Investment Management bought 8,928 Walt Disney shares in Q1 2026, an estimated $944K.
  • Walt Disney made up 1.35% of VELA Investment Management's portfolio in Q1 2026, its #18 holding.
  • VELA Investment Management first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • VELA Investment Management's Walt Disney position peaked at $6.23M in Q2 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on VELA Investment Management's 13F filing for Q1 2026, filed 8 May 2026.