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Catalyst Financial Partners’s Walt Disney DIS Stock Holding History

Catalyst Financial 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 		$576K Sell
5,978
-893
-13% -$94.4K 0.07% 177
2025
Q4 		$782K Buy
6,871
+621
+10% +$68.4K 0.09% 123
2025
Q3 		$716K Buy
6,250
+384
+7% +$45.2K 0.09% 125
2025
Q2 		$727K Buy
5,866
+16
+0.3% +$1.66K 0.08% 119
2025
Q1 		$577K Buy
5,850
+142
+2% +$15.3K 0.11% 131
2024
Q4 		$636K Buy
5,708
+669
+13% +$70.3K 0.12% 108
2024
Q3 		$485K Sell
5,039
-79
-2% -$7.27K 0.09% 141
2024
Q2 		$508K Buy
5,118
+363
+8% +$39.1K 0.11% 123
2024
Q1 		$537K Buy
4,755
+694
+17% +$72.5K 0.14% 98
2023
Q4 		$367K Buy
4,061
+1,406
+53% +$124K 0.1% 136
2023
Q3 		$215K Buy
+2,655
New +$227K 0.07% 186
2023
Q2 		– Sell
-2,495
Closed -$250K – 200
2023
Q1 		$250K Buy
+2,495
New +$252K 0.11% 143

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

Catalyst Financial Partners's DIS Position: Q1 2026 in Review

Catalyst Financial Partners reduced its Walt Disney (DIS) stake by 13% in Q1 2026, selling an estimated $94.4K and leaving 5,978 shares worth $576K. The position accounts for 0.07% of the portfolio, ranked #177.

Catalyst Financial Partners first reported a position in DIS in Q1 2023 and has held it in 12 quarters since. The position peaked at $782K in Q4 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Catalyst Financial Partners held 5,978 shares of Walt Disney worth $576K as of Q1 2026.
  • Catalyst Financial Partners sold 893 Walt Disney shares in Q1 2026, an estimated $94.4K.
  • Walt Disney made up 0.07% of Catalyst Financial Partners's portfolio in Q1 2026, its #177 holding.
  • Catalyst Financial Partners first reported a position in Walt Disney in Q1 2023 and has held it in 12 quarters since.
  • Catalyst Financial Partners's Walt Disney position peaked at $782K in Q4 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.