CWM
DIS icon

Copia Wealth Management’s Walt Disney DIS Stock Holding History

Copia 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 		$20.7K Sell
215
-103
-32% -$10.9K 0.01% 267
2025
Q4 		$36.2K Sell
318
-11
-3% -$1.21K 0.03% 227
2025
Q3 		$37.7K Buy
329
+11
+3% +$1.3K 0.03% 211
2025
Q2 		$39.4K Sell
318
-5
-2% -$520 0.03% 184
2025
Q1 		$31.9K Hold
323
– – 0.03% 189
2024
Q4 		$36K Buy
+323
New +$33.9K 0.03% 169

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

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

Copia Wealth Management reduced its Walt Disney (DIS) stake by 32% in Q1 2026, selling an estimated $10.9K and leaving 215 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #267.

Copia Wealth Management first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $39.4K in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Copia Wealth Management held 215 shares of Walt Disney worth $20.7K as of Q1 2026.
  • Copia Wealth Management sold 103 Walt Disney shares in Q1 2026, an estimated $10.9K.
  • Walt Disney made up 0.01% of Copia Wealth Management's portfolio in Q1 2026, its #267 holding.
  • Copia Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Copia Wealth Management's Walt Disney position peaked at $39.4K in Q2 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.