West Family Investments’s Walt Disney DIS Stock Holding History

West Family Investments’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	$324K	Sell	3,359 -3,410	-50%	-$360K	0.11%	161
2025 Q4	$770K	Buy	6,769 +46	+0.7%	+$5.07K	0.18%	112
2025 Q3	$770K	Buy	6,723 +632	+10%	+$74.4K	0.17%	115
2025 Q2	$755K	Buy	6,091 +829	+16%	+$86.1K	0.2%	110
2025 Q1	$519K	Buy	5,262 +498	+10%	+$53.5K	0.2%	104
2024 Q4	$530K	Sell	4,764 -914	-16%	-$96K	0.18%	113
2024 Q3	$546K	Buy	5,678 +988	+21%	+$90.9K	0.19%	111
2024 Q2	$466K	Sell	4,690 -17	-0.4%	-$1.83K	0.14%	118
2024 Q1	$576K	Buy	4,707 +294	+7%	+$30.7K	0.18%	101
2023 Q4	$398K	Buy	4,413 +34	+0.8%	+$3K	0.13%	122
2023 Q3	$355K	Buy	+4,379	New	+$374K	0.12%	129
2022 Q4	–	Sell	-7,188	Closed	-$678K	–	250
2022 Q3	$678K	Sell	7,188 -326	-4%	-$34.9K	0.28%	77
2022 Q2	$709K	Buy	+7,514	New	+$834K	0.28%	71
2022 Q1	–	Sell	-5,480	Closed	-$849K	–	303
2021 Q4	$849K	Buy	5,480 +1,183	+28%	+$191K	0.23%	79
2021 Q3	$727K	Sell	4,297 -1,367	-24%	-$244K	0.19%	102
2021 Q2	$996K	Buy	+5,664	New	+$1.02M	0.27%	56

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

West Family Investments's DIS Position: Q1 2026 in Review

West Family Investments reduced its Walt Disney (DIS) stake by 50% in Q1 2026, selling an estimated $360K and leaving 3,359 shares worth $324K. The position accounts for 0.11% of the portfolio, ranked #161.

West Family Investments first reported a position in DIS in Q2 2021 and has held it in 16 quarters since. The position peaked at $996K in Q2 2021. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

West Family Investments held 3,359 shares of Walt Disney worth $324K as of Q1 2026.
West Family Investments sold 3,410 Walt Disney shares in Q1 2026, an estimated $360K.
Walt Disney made up 0.11% of West Family Investments's portfolio in Q1 2026, its #161 holding.
West Family Investments first reported a position in Walt Disney in Q2 2021 and has held it in 16 quarters since.
West Family Investments's Walt Disney position peaked at $996K in Q2 2021.
2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.