1 North Wealth Services’s Walt Disney DIS Stock Holding History

1 North Wealth Services’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 Q2	$3.85K	Hold	40	–	–	﹤0.01%	250
2026 Q1	$3.85K	Sell	40 -125	-76%	-$13.2K	﹤0.01%	215
2025 Q4	$18.8K	Buy	165 +125	+313%	+$13.8K	0.01%	130
2025 Q3	$4.58K	Hold	40	–	–	﹤0.01%	192
2025 Q2	$4.96K	Hold	40	–	–	﹤0.01%	188
2025 Q1	$3.95K	Buy	+40	New	+$4.3K	﹤0.01%	201
2019 Q4	$1.17M	Buy	8,090 +406	+5%	+$56.7K	0.72%	41
2019 Q3	$1M	Buy	+7,684	New	+$1.06M	0.67%	42
2019 Q1	$832K	Sell	7,491 -817	-10%	-$91.3K	0.59%	42
2018 Q4	$911K	Buy	+8,308	New	+$945K	0.76%	36

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

1 North Wealth Services's DIS Position: Q2 2026 in Review

1 North Wealth Services held its Walt Disney (DIS) position steady in Q2 2026 at 40 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

1 North Wealth Services first reported a position in DIS in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.17M in Q4 2019. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

1 North Wealth Services held 40 shares of Walt Disney worth $3.85K as of Q2 2026.
1 North Wealth Services left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #250 holding.
1 North Wealth Services first reported a position in Walt Disney in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's Walt Disney position peaked at $1.17M in Q4 2019.
2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.