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Burling Wealth Partners’s Walt Disney DIS Stock Holding History

Burling Wealth Partners’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 		$933K Sell
9,684
-1,194
-11% -$126K 0.15% 98
2025
Q4 		$1.24M Sell
10,878
-515
-5% -$56.7K 0.19% 84
2025
Q3 		$1.3M Sell
11,393
-320
-3% -$37.7K 0.22% 83
2025
Q2 		$1.45M Sell
11,713
-1,231
-10% -$128K 0.27% 82
2025
Q1 		$1.28M Buy
12,944
+355
+3% +$38.2K 0.27% 85
2024
Q4 		$1.4M Buy
+12,589
New +$1.32M 0.29% 82

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

Burling Wealth Partners's DIS Position: Q1 2026 in Review

Burling Wealth Partners reduced its Walt Disney (DIS) stake by 11% in Q1 2026, selling an estimated $126K and leaving 9,684 shares worth $933K. The position accounts for 0.15% of the portfolio, ranked #98.

Burling Wealth Partners first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.45M in Q2 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Burling Wealth Partners held 9,684 shares of Walt Disney worth $933K as of Q1 2026.
  • Burling Wealth Partners sold 1,194 Walt Disney shares in Q1 2026, an estimated $126K.
  • Walt Disney made up 0.15% of Burling Wealth Partners's portfolio in Q1 2026, its #98 holding.
  • Burling Wealth Partners first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Walt Disney position peaked at $1.45M in Q2 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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