Aviso Wealth Management’s Walt Disney DIS Stock Holding History

Aviso 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	$251K	Sell	2,601 -488	-16%	-$51.6K	0.11%	124
2025 Q4	$351K	Sell	3,089 -774	-20%	-$85.2K	0.15%	112
2025 Q3	$442K	Sell	3,863 -20	-0.5%	-$2.36K	0.19%	96
2025 Q2	$482K	Sell	3,883 -177	-4%	-$18.4K	0.22%	93
2025 Q1	$401K	Sell	4,060 -79	-2%	-$8.49K	0.21%	96
2024 Q4	$461K	Buy	4,139 +277	+7%	+$29.1K	0.24%	92
2024 Q3	$371K	Sell	3,862 -407	-10%	-$37.4K	0.2%	103
2024 Q2	$424K	Sell	4,269 -695	-14%	-$74.8K	0.25%	89
2024 Q1	$607K	Sell	4,964 -1,794	-27%	-$187K	0.38%	68
2023 Q4	$610K	Buy	+6,758	New	+$596K	0.44%	58

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

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

Aviso Wealth Management reduced its Walt Disney (DIS) stake by 16% in Q1 2026, selling an estimated $51.6K and leaving 2,601 shares worth $251K. The position accounts for 0.11% of the portfolio, ranked #124.

Aviso Wealth Management first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $610K in Q4 2023. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Aviso Wealth Management held 2,601 shares of Walt Disney worth $251K as of Q1 2026.
Aviso Wealth Management sold 488 Walt Disney shares in Q1 2026, an estimated $51.6K.
Walt Disney made up 0.11% of Aviso Wealth Management's portfolio in Q1 2026, its #124 holding.
Aviso Wealth Management first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Walt Disney position peaked at $610K in Q4 2023.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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