Bright Futures Wealth Management’s Walt Disney DIS Stock Holding History

Bright Futures 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	-8,309	Closed	-$945K	–	192
2025 Q4	$945K	Sell	8,309 -83	-1%	-$9.14K	0.7%	51
2025 Q3	$961K	Buy	+8,392	New	+$988K	0.75%	45
2025 Q1	$766K	Sell	9,123 -646	-7%	-$69.4K	0.84%	41
2024 Q4	$1.11M	Sell	9,769 -7,584	-44%	-$797K	0.98%	34
2024 Q3	$1.65M	Sell	17,353 -660	-4%	-$60.7K	0.8%	28
2024 Q2	$1.61M	Buy	18,013 +2,320	+15%	+$250K	0.87%	29
2024 Q1	$1.6M	Buy	+15,693	New	+$1.64M	0.87%	31

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

Bright Futures Wealth Management's DIS Position: Q1 2026 in Review

Bright Futures Wealth Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 8,309 shares — an estimated $945K sold.

Bright Futures Wealth Management first reported a position in DIS in Q1 2024 and held it in 7 quarters. The position peaked at $1.65M in Q3 2024. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Bright Futures Wealth Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Bright Futures Wealth Management sold 8,309 Walt Disney shares in Q1 2026, an estimated $945K.
Bright Futures Wealth Management first reported a position in Walt Disney in Q1 2024 and held it in 7 quarters.
Bright Futures Wealth Management's Walt Disney position peaked at $1.65M in Q3 2024.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.