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Brio Consultants’s Walt Disney DIS Stock Holding History

Brio Consultants’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 		$268K Buy
2,670
+142
+6% +$15K 0.03% 126
2025
Q4 		$288K Buy
2,528
+280
+12% +$30.8K 0.04% 121
2025
Q3 		$257K Sell
2,248
-338
-13% -$39.8K 0.04% 118
2025
Q2 		$321K Buy
2,586
+108
+4% +$11.2K 0.05% 105
2025
Q1 		$245K Buy
2,478
+53
+2% +$5.7K 0.04% 103
2024
Q4 		$270K Buy
+2,425
New +$255K 0.04% 97
2024
Q2 		– Sell
-1,640
Closed -$201K – 98
2024
Q1 		$201K Buy
+1,640
New +$171K 0.03% 94
2021
Q4 		– Sell
-1,983
Closed -$335K – 72
2021
Q3 		$335K Sell
1,983
-35
-2% -$6.24K 0.08% 64
2021
Q2 		$355K Buy
2,018
+52
+3% +$9.35K 0.09% 60
2021
Q1 		$363K Hold
1,966
– – 0.11% 58
2020
Q4 		$356K Sell
1,966
-193
-9% -$27.7K 0.11% 51
2020
Q3 		$268K Buy
+2,159
New +$270K 0.08% 61
2020
Q1 		– Sell
-1,659
Closed -$240K – 70
2019
Q4 		$240K Hold
1,659
– – 0.08% 68
2019
Q3 		$216K Buy
1,659
+50
+3% +$6.91K 0.08% 71
2019
Q2 		$225K Buy
+1,609
New +$213K 0.09% 67

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

Brio Consultants's DIS Position: Q1 2026 in Review

Brio Consultants increased its Walt Disney (DIS) stake by 5.6% in Q1 2026, buying an estimated $15K and bringing the position to 2,670 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #126.

Brio Consultants first reported a position in DIS in Q2 2019 and has held it in 15 quarters since. The position peaked at $363K in Q1 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Brio Consultants held 2,670 shares of Walt Disney worth $268K as of Q1 2026.
  • Brio Consultants bought 142 Walt Disney shares in Q1 2026, an estimated $15K.
  • Walt Disney made up 0.03% of Brio Consultants's portfolio in Q1 2026, its #126 holding.
  • Brio Consultants first reported a position in Walt Disney in Q2 2019 and has held it in 15 quarters since.
  • Brio Consultants's Walt Disney position peaked at $363K in Q1 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.