DWM
DIS icon

Dakota Wealth Management’s Walt Disney DIS Stock Holding History

Dakota 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
2020
Q4 		– Sell
-14,200
Closed -$1.76M – 326
2020
Q3 		$1.76M Buy
14,200
+13,200
+1,320% +$1.65M 0.28% 91
2020
Q2 		$112K Buy
+1,000
New +$110K 0.02% 272

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

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

Dakota Wealth Management increased its Walt Disney (DIS) stake by 6.7% in Q1 2026, buying an estimated $733K and bringing the position to 111,134 shares worth $10.7M. The position accounts for 0.23% of the portfolio, ranked #98.

Dakota Wealth Management first reported a position in DIS in Q4 2017 and has held it in 34 quarters since. The position peaked at $25.3M in Q1 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Dakota Wealth Management held 111,134 shares of Walt Disney worth $10.7M as of Q1 2026.
  • Dakota Wealth Management bought 6,933 Walt Disney shares in Q1 2026, an estimated $733K.
  • Walt Disney made up 0.23% of Dakota Wealth Management's portfolio in Q1 2026, its #98 holding.
  • Dakota Wealth Management first reported a position in Walt Disney in Q4 2017 and has held it in 34 quarters since.
  • Dakota Wealth Management's Walt Disney position peaked at $25.3M in Q1 2024.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.