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Watershed Asset Management’s Walt Disney DIS Stock Holding History

Watershed Asset 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 		– Sell
-3,880
Closed -$441K – 129
2025
Q4 		$441K Buy
+3,880
New +$427K 0.41% 67
2022
Q2 		– Sell
-23,750
Closed -$3.26M – 121
2022
Q1 		$3.26M Buy
23,750
+3,600
+18% +$520K 3.27% 7
2021
Q4 		$3.12M Buy
+20,150
New +$3.25M 2.81% 9

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

Watershed Asset Management's DIS Position: Q1 2026 in Review

Watershed Asset Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 3,880 shares — an estimated $441K sold.

Watershed Asset Management first reported a position in DIS in Q4 2021 and held it in 3 quarters. The position peaked at $3.26M in Q1 2022. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Watershed Asset Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Watershed Asset Management sold 3,880 Walt Disney shares in Q1 2026, an estimated $441K.
  • Watershed Asset Management first reported a position in Walt Disney in Q4 2021 and held it in 3 quarters.
  • Watershed Asset Management's Walt Disney position peaked at $3.26M in Q1 2022.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Watershed Asset Management's 13F filing for Q1 2026, filed 6 May 2026.