1WM
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1858 Wealth Management’s Walt Disney DIS Stock Holding History

1858 Wealth Management’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
2025
Q3 		$506K Buy
4,418
+44
+1% +$5.18K 0.36% 53
2025
Q2 		$542K Buy
+4,374
New +$454K 0.4% 54

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

1858 Wealth Management's DIS Position: Q3 2025 in Review

1858 Wealth Management increased its Walt Disney (DIS) stake by 1% in Q3 2025, buying an estimated $5.18K and bringing the position to 4,418 shares worth $506K. The position accounts for 0.36% of the portfolio, ranked #53.

1858 Wealth Management first reported a position in DIS in Q2 2025 and has held it in 2 quarters since. The position peaked at $542K in Q2 2025. 3,075 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • 1858 Wealth Management held 4,418 shares of Walt Disney worth $506K as of Q3 2025.
  • 1858 Wealth Management bought 44 Walt Disney shares in Q3 2025, an estimated $5.18K.
  • Walt Disney made up 0.36% of 1858 Wealth Management's portfolio in Q3 2025, its #53 holding.
  • 1858 Wealth Management first reported a position in Walt Disney in Q2 2025 and has held it in 2 quarters since.
  • 1858 Wealth Management's Walt Disney position peaked at $542K in Q2 2025.
  • 3,075 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.