CWM
DIS icon

Consultiva Wealth Management’s Walt Disney DIS Stock Holding History

Consultiva 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 		$134K Hold
1,387
– – 0.39% 41
2025
Q4 		$158K Sell
1,387
-100
-7% -$11K 0.44% 34
2025
Q3 		$170K Hold
1,487
– – 0.48% 30
2025
Q2 		$184K Hold
1,487
– – 0.57% 26
2025
Q1 		$147K Buy
1,487
+20
+1% +$2.15K 0.5% 32
2024
Q4 		$163K Buy
+1,467
New +$154K 0.82% 20

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

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

Consultiva Wealth Management held its Walt Disney (DIS) position steady in Q1 2026 at 1,387 shares worth $134K. The position accounts for 0.39% of the portfolio, ranked #41.

Consultiva Wealth Management first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $184K in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Consultiva Wealth Management held 1,387 shares of Walt Disney worth $134K as of Q1 2026.
  • Consultiva Wealth Management left its Walt Disney share count unchanged in Q1 2026.
  • Walt Disney made up 0.39% of Consultiva Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Consultiva Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Walt Disney position peaked at $184K in Q2 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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