SEC 13F Intelligence

Vaughan Nelson Investment Management, L.P. / DIS

Vaughan Nelson Investment Management, L.P.’s Disney Walt Co Position

Does Vaughan Nelson Investment Management, L.P. own Disney Walt Co (DIS)? Not currently — the last reported position was 984.1K shares worth $112M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$112M
Q4 2025
Shares
984.1K
% of Portfolio
+1.09%
Quarters Held
15
position exited

Position History DIS

Reported value by quarter
Q4 ’18: $102MQ4 ’18Q1 ’19: $112MQ2 ’19: $150MQ2 ’19Q3 ’19: $136MQ4 ’19: $152MQ4 ’19Q1 ’20: $98MQ4 ’23: $97,827Q4 ’23Q1 ’24: $244,754Q2 ’24: $206,546Q2 ’24Q3 ’24: $208,989Q4 ’24: $231,097Q4 ’24Q1 ’25: $157,341Q2 ’25: $114MQ2 ’25Q3 ’25: $101MQ4 ’25: $112MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025984.1K$112M+1.09%
Q3 2025886.4K$101M+0.92%
Q2 2025915.3K$114M+1.06%
Q1 20251.59M$157,341+1.57%
Q4 20242.08M$231,097+2.15%
Q3 20242.17M$208,989+1.86%
Q2 20242.08M$206,546+1.91%
Q1 20242.00M$244,754+2.15%
Q4 20231.08M$97,827+0.98%
Q1 20201.01M$98M+1.67%
Q4 20191.05M$152M+1.90%
Q3 20191.05M$136M+1.83%
Q2 20191.08M$150M+1.99%
Q1 20191.01M$112M+1.50%
Q4 2018932.7K$102M+1.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vaughan Nelson Investment Management, L.P.’s full portfolio or all institutional holders of DIS.