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StocksUpdated×2•Originally published 8 May 2026•Updated 9 May 2026•

1 min read

Vanguard Rebalances Tech Portfolio with New Stakes in DSGX and EXTR Amid DXC Trim

Key Facts

1Vanguard Group Inc. reduced its stake in DXC Technology by 2.2% in the fourth quarter, selling over 513,000 shares.

2Vanguard still owns 13.17% of the company despite the recent reduction.

3DXC reported Q4 earnings that beat consensus, but revenue missed expectations and near-term guidance was cut.

Vanguard Group Inc. has executed a strategic rebalancing of its technology portfolio, increasing its stakes in Descartes Systems Group (DSGX) and Extreme Networks (EXTR) while trimming its position in DXC Technology by 2.2%. In separate institutional activity, Yacktman Asset Management reduced its holding in Disney (DIS) by 1.8%, selling 23,932 shares. Despite this minor reduction, analyst sentiment remains positive for Disney, with a consensus price target set at $134.47. This outlook is driven by sustained growth and strength within the company's streaming services and theme parks divisions. These collective shifts by major asset managers highlight a disciplined approach to capital allocation, weighing individual company fundamentals against broader sector trends.

26 days ago

Version History

Version 226 days ago

What changed: Added details regarding Yacktman Asset Management's stake reduction in Disney and updated analyst price targets reflecting optimism in streaming and theme parks.

Version 127 days ago

What changed: The story was updated to include Vanguard's new acquisitions in DSGX and EXTR, reflecting a broader portfolio rebalancing rather than just the divestment in DXC.