Corient Private Wealth
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Corient Private Wealth’s Walt Disney DIS Stock Holding History

Corient Private Wealth’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 		$116M Sell
1,219,183
-1,618,891
-57% -$171M 0.17% 128
2025
Q4 		$291M Buy
2,838,074
+1,608,509
+131% +$177M 0.2% 106
2025
Q3 		$141M Sell
1,229,565
-93,478
-7% -$11M 0.22% 93
2025
Q2 		$164M Sell
1,323,043
-202,348
-13% -$21M 0.22% 92
2025
Q1 		$151M Sell
1,525,391
-152,638
-9% -$16.4M 0.25% 91
2024
Q4 		$184M Sell
1,678,029
-84,479
-5% -$8.87M 0.31% 70
2024
Q3 		$170M Sell
1,762,508
-41,669
-2% -$3.83M 0.26% 86
2024
Q2 		$179M Sell
1,804,177
-28,183
-2% -$3.03M 0.31% 66
2024
Q1 		$224M Buy
1,832,360
+11,194
+0.6% +$1.17M 0.4% 53
2023
Q4 		$164M Buy
1,821,166
+17,791
+1% +$1.57M 0.3% 71
2023
Q3 		$146M Sell
1,803,375
-118,710
-6% -$10.1M 0.34% 67
2023
Q2 		$172M Buy
1,922,085
+23,706
+1% +$2.25M 0.4% 60
2023
Q1 		$190M Buy
1,898,379
+557,047
+42% +$56.2M 0.51% 43
2022
Q4 		$116M Buy
+1,341,332
New +$128M 0.42% 63

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

Corient Private Wealth's DIS Position: Q1 2026 in Review

Corient Private Wealth reduced its Walt Disney (DIS) stake by 57% in Q1 2026, selling an estimated $171M and leaving 1,219,183 shares worth $116M. The position accounts for 0.17% of the portfolio, ranked #128.

Corient Private Wealth first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $291M in Q4 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Corient Private Wealth held 1,219,183 shares of Walt Disney worth $116M as of Q1 2026.
  • Corient Private Wealth sold 1,618,891 Walt Disney shares in Q1 2026, an estimated $171M.
  • Walt Disney made up 0.17% of Corient Private Wealth's portfolio in Q1 2026, its #128 holding.
  • Corient Private Wealth first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Walt Disney position peaked at $291M in Q4 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.