Conscious Wealth Investments’s Walt Disney DIS Stock Holding History

Conscious Wealth Investments’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	$442K	Sell	4,290 -1,341	-24%	-$142K	0.25%	50
2025 Q4	$591K	Sell	5,631 -2,077	-27%	-$229K	0.35%	49
2025 Q3	$868K	Buy	7,708 +2,998	+64%	+$353K	0.51%	38
2025 Q2	$565K	Sell	4,710 -204	-4%	-$21.2K	0.36%	39
2025 Q1	$521K	Sell	4,914 -1,424	-22%	-$153K	0.36%	42
2024 Q4	$678K	Buy	6,338 +1,360	+27%	+$143K	0.46%	37
2024 Q3	$479K	Sell	4,978 -181	-4%	-$16.7K	0.33%	43
2024 Q2	$469K	Sell	5,159 -25	-0.5%	-$2.69K	0.34%	43
2024 Q1	$590K	Sell	5,184 -1,356	-21%	-$142K	0.45%	40
2023 Q4	$620K	Buy	+6,540	New	+$577K	0.49%	41

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

Conscious Wealth Investments's DIS Position: Q1 2026 in Review

Conscious Wealth Investments reduced its Walt Disney (DIS) stake by 24% in Q1 2026, selling an estimated $142K and leaving 4,290 shares worth $442K. The position accounts for 0.25% of the portfolio, ranked #50.

Conscious Wealth Investments first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $868K in Q3 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Conscious Wealth Investments held 4,290 shares of Walt Disney worth $442K as of Q1 2026.
Conscious Wealth Investments sold 1,341 Walt Disney shares in Q1 2026, an estimated $142K.
Walt Disney made up 0.25% of Conscious Wealth Investments's portfolio in Q1 2026, its #50 holding.
Conscious Wealth Investments first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
Conscious Wealth Investments's Walt Disney position peaked at $868K in Q3 2025.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.