C
DIS icon

Covestor’s Walt Disney DIS Stock Holding History

Covestor’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 		$29K Sell
301
-230
-43% -$24.3K 0.02% 962
2025
Q4 		$60K Sell
531
-14
-3% -$1.54K 0.03% 840
2025
Q3 		$62K Sell
545
-1
-0.2% -$118 0.03% 810
2025
Q2 		$68K Sell
546
-12
-2% -$1.25K 0.04% 764
2025
Q1 		$55K Buy
558
+42
+8% +$4.51K 0.04% 805
2024
Q4 		$57K Buy
516
+12
+2% +$1.26K 0.04% 800
2024
Q3 		$48K Hold
504
– – 0.03% 892
2024
Q2 		$50K Sell
504
-769
-60% -$82.8K 0.03% 854
2024
Q1 		$155K Sell
1,273
-2,107
-62% -$220K 0.1% 267
2023
Q4 		$305K Buy
3,380
+174
+5% +$15.3K 0.21% 42
2023
Q3 		$260K Buy
3,206
+999
+45% +$85.3K 0.2% 56
2023
Q2 		$197K Buy
2,207
+354
+19% +$33.5K 0.15% 122
2023
Q1 		$185K Sell
1,853
-246
-12% -$24.8K 0.16% 127
2022
Q4 		$182K Sell
2,099
-293
-12% -$28K 0.15% 143
2022
Q3 		$226K Sell
2,392
-1,322
-36% -$141K 0.2% 65
2022
Q2 		$351K Buy
3,714
+783
+27% +$86.9K 0.28% 42
2022
Q1 		$402K Buy
2,931
+581
+25% +$84K 0.27% 36
2021
Q4 		$364K Buy
+2,350
New +$380K 0.51% 8

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

Covestor's DIS Position: Q1 2026 in Review

Covestor reduced its Walt Disney (DIS) stake by 43% in Q1 2026, selling an estimated $24.3K and leaving 301 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #962.

Covestor first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $402K in Q1 2022. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Covestor held 301 shares of Walt Disney worth $29K as of Q1 2026.
  • Covestor sold 230 Walt Disney shares in Q1 2026, an estimated $24.3K.
  • Walt Disney made up 0.02% of Covestor's portfolio in Q1 2026, its #962 holding.
  • Covestor first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Walt Disney position peaked at $402K in Q1 2022.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.