Atlantic Private Wealth’s Walt Disney DIS Stock Holding History

Atlantic Private Wealth’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	$19.3K	Sell	200 -50	-20%	-$5.28K	0.01%	178
2025 Q4	$28.4K	Hold	250	–	–	0.02%	149
2025 Q3	$28.6K	Hold	250	–	–	0.02%	136
2025 Q2	$31K	Hold	250	–	–	0.02%	126
2025 Q1	$24.7K	Hold	250	–	–	0.02%	149
2024 Q4	$27.8K	Hold	250	–	–	0.02%	123
2024 Q3	$24K	Buy	+250	New	+$23K	0.02%	126
2024 Q2	–	Sell	-112	Closed	-$13.7K	–	111
2024 Q1	$13.7K	Buy	112 +1	+0.9%	+$104	0.01%	82
2023 Q4	$10.1K	Hold	111	–	–	0.01%	83
2023 Q3	$9.03K	Hold	111	–	–	0.01%	83
2023 Q2	$9.95K	Hold	111	–	–	0.01%	80
2023 Q1	$11.2K	Buy	+111	New	+$11.2K	0.01%	73

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

Atlantic Private Wealth's DIS Position: Q1 2026 in Review

Atlantic Private Wealth reduced its Walt Disney (DIS) stake by 20% in Q1 2026, selling an estimated $5.28K and leaving 200 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #178.

Atlantic Private Wealth first reported a position in DIS in Q1 2023 and has held it in 12 quarters since. The position peaked at $31K in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Atlantic Private Wealth held 200 shares of Walt Disney worth $19.3K as of Q1 2026.
Atlantic Private Wealth sold 50 Walt Disney shares in Q1 2026, an estimated $5.28K.
Walt Disney made up 0.01% of Atlantic Private Wealth's portfolio in Q1 2026, its #178 holding.
Atlantic Private Wealth first reported a position in Walt Disney in Q1 2023 and has held it in 12 quarters since.
Atlantic Private Wealth's Walt Disney position peaked at $31K in Q2 2025.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.