Cherry Tree Wealth Management’s Walt Disney DIS Stock Holding History

Cherry Tree 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	$39.6K	Hold	411	–	–	0.01%	292
2025 Q4	$46.8K	Hold	411	–	–	0.01%	274
2025 Q3	$47.1K	Sell	411 -404	-50%	-$47.6K	0.01%	262
2025 Q2	$101K	Sell	815 -37	-4%	-$3.84K	0.02%	215
2025 Q1	$84.1K	Buy	852 +38	+5%	+$4.08K	0.02%	226
2024 Q4	$90.6K	Hold	814	–	–	0.02%	217
2024 Q3	$78.3K	Buy	814 +1	+0.1%	+$92	0.02%	235
2024 Q2	$80.7K	Sell	813 -68	-8%	-$7.32K	0.02%	222
2024 Q1	$108K	Hold	881	–	–	0.03%	199
2023 Q4	$79.5K	Sell	881 -5	-0.6%	-$441	0.02%	215
2023 Q3	$71.8K	Buy	886 +5	+0.6%	+$427	0.02%	209
2023 Q2	$78.6K	Buy	+881	New	+$83.5K	0.02%	205

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cherry Tree Wealth Management's DIS Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Walt Disney (DIS) position steady in Q1 2026 at 411 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #292.

Cherry Tree Wealth Management first reported a position in DIS in Q2 2023 and has held it in 12 quarters since. The position peaked at $108K in Q1 2024. 3,005 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Cherry Tree Wealth Management held 411 shares of Walt Disney worth $39.6K as of Q1 2026.
Cherry Tree Wealth Management left its Walt Disney share count unchanged in Q1 2026.
Walt Disney made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #292 holding.
Cherry Tree Wealth Management first reported a position in Walt Disney in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Walt Disney position peaked at $108K in Q1 2024.
3,005 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.