CWM
DIS icon

Collaborative Wealth Management’s Walt Disney DIS Stock Holding History

Collaborative 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
-2,253
Closed -$256K – 183
2025
Q4 		$256K Sell
2,253
-380
-14% -$41.9K 0.09% 188
2025
Q3 		$301K Buy
2,633
+298
+13% +$35.1K 0.12% 146
2025
Q2 		$290K Sell
2,335
-25
-1% -$2.6K 0.13% 138
2025
Q1 		$233K Sell
2,360
-1,742
-42% -$187K 0.11% 149
2024
Q4 		$457K Sell
4,102
-3,516
-46% -$369K 0.21% 100
2024
Q3 		$733K Buy
7,618
+44
+0.6% +$4.05K 0.33% 67
2024
Q2 		$752K Sell
7,574
-56
-0.7% -$6.03K 0.37% 59
2024
Q1 		$934K Buy
7,630
+4,964
+186% +$519K 0.47% 50
2023
Q4 		$241K Buy
2,666
+50
+2% +$4.41K 0.13% 140
2023
Q3 		$212K Sell
2,616
-182
-7% -$15.5K 0.13% 151
2023
Q2 		$250K Sell
2,798
-8
-0.3% -$758 0.15% 138
2023
Q1 		$281K Hold
2,806
– – 0.18% 131
2022
Q4 		$244K Buy
2,806
+350
+14% +$33.5K 0.16% 149
2022
Q3 		$232K Sell
2,456
-80
-3% -$8.56K 0.16% 149
2022
Q2 		$239K Buy
+2,536
New +$281K 0.16% 160
2021
Q4 		$404K Buy
+2,605
New +$421K 0.22% 129
2021
Q1 		$344K Buy
+2,505
New +$462K 0.2% 144

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

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

Collaborative Wealth Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,253 shares — an estimated $256K sold.

Collaborative Wealth Management first reported a position in DIS in Q1 2021 and held it in 17 quarters. The position peaked at $934K in Q1 2024. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 2,253 Walt Disney shares in Q1 2026, an estimated $256K.
  • Collaborative Wealth Management first reported a position in Walt Disney in Q1 2021 and held it in 17 quarters.
  • Collaborative Wealth Management's Walt Disney position peaked at $934K in Q1 2024.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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