Austin Wealth Management’s Walt Disney DIS Stock Holding History

Austin 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
2026 Q1	–	Sell	-2,313	Closed	-$264K	–	129
2025 Q4	$264K	Buy	2,313 +44	+2%	+$4.85K	0.04%	139
2025 Q3	$257K	Sell	2,269 -181	-7%	-$21.3K	0.04%	135
2025 Q2	$292K	Buy	+2,450	New	+$255K	0.05%	106
2025 Q1	–	Sell	-2,387	Closed	-$255K	–	130
2024 Q4	$255K	Buy	2,387 +66	+3%	+$6.93K	0.05%	107
2024 Q3	$217K	Sell	2,321 -7	-0.3%	-$644	0.05%	114
2024 Q2	$225K	Sell	2,328 -394	-14%	-$42.4K	0.05%	104
2024 Q1	$280K	Sell	2,722 -2,563	-48%	-$268K	0.07%	91
2023 Q4	$590K	Buy	5,285 +2,984	+130%	+$263K	0.16%	67
2023 Q3	$221K	Buy	+2,301	New	+$197K	0.07%	91

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

Austin Wealth Management's DIS Position: Q1 2026 in Review

Austin Wealth Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,313 shares — an estimated $264K sold.

Austin Wealth Management first reported a position in DIS in Q3 2023 and held it in 9 quarters. The position peaked at $590K in Q4 2023. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Austin Wealth Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Austin Wealth Management sold 2,313 Walt Disney shares in Q1 2026, an estimated $264K.
Austin Wealth Management first reported a position in Walt Disney in Q3 2023 and held it in 9 quarters.
Austin Wealth Management's Walt Disney position peaked at $590K in Q4 2023.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Austin Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.