Cedar Wealth Management’s Walt Disney DIS Stock Holding History

Cedar 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	-5	Closed	-$569	–	134
2025 Q4	$569	Hold	5	–	–	﹤0.01%	230
2025 Q3	$573	Hold	5	–	–	﹤0.01%	242
2025 Q2	$620	Hold	5	–	–	﹤0.01%	230
2025 Q1	$494	Hold	5	–	–	﹤0.01%	193
2024 Q4	$557	Sell	5 -5	-50%	-$525	﹤0.01%	191
2024 Q3	$962	Hold	10	–	–	﹤0.01%	257
2024 Q2	$993	Hold	10	–	–	﹤0.01%	294
2024 Q1	$1.22K	Hold	10	–	–	﹤0.01%	326
2023 Q4	$903	Hold	10	–	–	﹤0.01%	274
2023 Q3	$811	Sell	10 -5	-33%	-$427	﹤0.01%	282
2023 Q2	$1.34K	Hold	15	–	–	﹤0.01%	288
2023 Q1	$1.5K	Hold	15	–	–	﹤0.01%	279
2022 Q4	$1.3K	Hold	15	–	–	﹤0.01%	283
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	317
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	329
2022 Q1	$2K	Sell	15 -5	-25%	-$723	﹤0.01%	346
2021 Q4	$3K	Buy	+20	New	+$3.23K	﹤0.01%	332
2020 Q2	–	Sell	-198	Closed	-$19K	–	218
2020 Q1	$19K	Buy	+198	New	+$25K	0.01%	162
2018 Q3	–	Sell	-53	Closed	-$6K	–	192
2018 Q2	$6K	Buy	+53	New	+$5.42K	﹤0.01%	151

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

Cedar Wealth Management's DIS Position: Q1 2026 in Review

Cedar Wealth Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 5 shares — an estimated $569 sold.

Cedar Wealth Management first reported a position in DIS in Q2 2018 and held it in 19 quarters. The position peaked at $19K in Q1 2020. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Cedar Wealth Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Cedar Wealth Management sold 5 Walt Disney shares in Q1 2026, an estimated $569.
Cedar Wealth Management first reported a position in Walt Disney in Q2 2018 and held it in 19 quarters.
Cedar Wealth Management's Walt Disney position peaked at $19K in Q1 2020.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.