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Beta Wealth Group’s Walt Disney DIS Stock Holding History

Beta Wealth Group’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 		$492K Buy
5,103
+302
+6% +$31.9K 0.2% 82
2025
Q4 		$546K Hold
4,801
– – 0.22% 75
2025
Q3 		$550K Sell
4,801
-100
-2% -$11.8K 0.22% 77
2025
Q2 		$608K Sell
4,901
-2,396
-33% -$249K 0.22% 57
2025
Q1 		$720K Sell
7,297
-49,357
-87% -$5.3M 0.26% 48
2024
Q4 		$6.31M Sell
56,654
-154
-0.3% -$16.2K 2.79% 10
2024
Q3 		$5.46M Buy
56,808
+3,822
+7% +$352K 2.46% 11
2024
Q2 		$5.26M Sell
52,986
-536
-1% -$57.7K 2.49% 11
2024
Q1 		$6.55M Sell
53,522
-1,463
-3% -$153K 3.19% 9
2023
Q4 		$4.96M Sell
54,985
-3,350
-6% -$295K 2.6% 10
2023
Q3 		$4.73M Buy
58,335
+2,204
+4% +$188K 2.8% 11
2023
Q2 		$5.01M Buy
56,131
+3,840
+7% +$364K 2.9% 11
2023
Q1 		$5.24M Buy
52,291
+6,748
+15% +$680K 3% 10
2022
Q4 		$3.96M Buy
45,543
+3,760
+9% +$360K 2.66% 11
2022
Q3 		$3.94M Buy
41,783
+1,573
+4% +$168K 2.84% 11
2022
Q2 		$3.8M Buy
40,210
+6,626
+20% +$735K 2.55% 14
2022
Q1 		$4.61M Buy
33,584
+3,530
+12% +$510K 3.08% 10
2021
Q4 		$5.08M Hold
30,054
– – 3.66% 11
2021
Q3 		$5.08M Buy
30,054
+3,195
+12% +$569K 3.66% 11
2021
Q2 		$4.72M Buy
26,859
+838
+3% +$151K 3.29% 12
2021
Q1 		$4.8M Sell
26,021
-2,441
-9% -$450K 3.49% 11
2020
Q4 		$5.15M Buy
+28,462
New +$4.09M 4.42% 8

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beta Wealth Group's DIS Position: Q1 2026 in Review

Beta Wealth Group increased its Walt Disney (DIS) stake by 6.3% in Q1 2026, buying an estimated $31.9K and bringing the position to 5,103 shares worth $492K. The position accounts for 0.2% of the portfolio, ranked #82.

Beta Wealth Group first reported a position in DIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.55M in Q1 2024. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Beta Wealth Group held 5,103 shares of Walt Disney worth $492K as of Q1 2026.
  • Beta Wealth Group bought 302 Walt Disney shares in Q1 2026, an estimated $31.9K.
  • Walt Disney made up 0.2% of Beta Wealth Group's portfolio in Q1 2026, its #82 holding.
  • Beta Wealth Group first reported a position in Walt Disney in Q4 2020 and has held it in 22 quarters since.
  • Beta Wealth Group's Walt Disney position peaked at $6.55M in Q1 2024.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.