CAG
DIS icon

Crestwood Advisors Group’s Walt Disney DIS Stock Holding History

Crestwood Advisors Group’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
2022
Q4 		– Sell
-500
Closed -$47K – 273
2022
Q3 		$47K Hold
500
– – ﹤0.01% 260
2022
Q2 		$47K Hold
500
– – ﹤0.01% 259
2022
Q1 		$69K Hold
500
– – ﹤0.01% 281
2021
Q4 		$77K Buy
+500
New +$80.8K ﹤0.01% 293

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

Crestwood Advisors Group's DIS Position: Q1 2026 in Review

Crestwood Advisors Group reduced its Walt Disney (DIS) stake by 5% in Q1 2026, selling an estimated $238K and leaving 42,569 shares worth $4.1M. The position accounts for 0.07% of the portfolio, ranked #158.

Crestwood Advisors Group first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $48.2M in Q1 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Crestwood Advisors Group held 42,569 shares of Walt Disney worth $4.1M as of Q1 2026.
  • Crestwood Advisors Group sold 2,251 Walt Disney shares in Q1 2026, an estimated $238K.
  • Walt Disney made up 0.07% of Crestwood Advisors Group's portfolio in Q1 2026, its #158 holding.
  • Crestwood Advisors Group first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
  • Crestwood Advisors Group's Walt Disney position peaked at $48.2M in Q1 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.