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 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 $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

1 North Wealth Services's DIS Position: Q1 2026 in Review

1 North Wealth Services reduced its Walt Disney (DIS) stake by 76% in Q1 2026, selling an estimated $13.2K and leaving 40 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

1 North Wealth Services first reported a position in DIS in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.17M in Q4 2019. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

1 North Wealth Services held 40 shares of Walt Disney worth $3.85K as of Q1 2026.
1 North Wealth Services sold 125 Walt Disney shares in Q1 2026, an estimated $13.2K.
Walt Disney made up ﹤0.01% of 1 North Wealth Services's portfolio in Q1 2026, its #215 holding.
1 North Wealth Services first reported a position in Walt Disney in Q4 2018 and has held it in 9 quarters since.
1 North Wealth Services's Walt Disney position peaked at $1.17M in Q4 2019.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.