DWG
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Darden Wealth Group’s Walt Disney DIS Stock Holding History

Darden Wealth 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
2026
Q1 		– Sell
-2,032
Closed -$231K – 156
2025
Q4 		$231K Sell
2,032
-335
-14% -$36.9K 0.11% 130
2025
Q3 		$271K Sell
2,367
-14
-0.6% -$1.65K 0.14% 110
2025
Q2 		$295K Sell
2,381
-50
-2% -$5.2K 0.18% 105
2025
Q1 		$240K Buy
2,431
+14
+0.6% +$1.5K 0.19% 93
2024
Q4 		$269K Buy
2,417
+4
+0.2% +$420 0.18% 92
2024
Q3 		$232K Buy
+2,413
New +$222K 0.17% 95

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

Darden Wealth Group's DIS Position: Q1 2026 in Review

Darden Wealth Group sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,032 shares — an estimated $231K sold.

Darden Wealth Group first reported a position in DIS in Q3 2024 and held it in 6 quarters. The position peaked at $295K in Q2 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Darden Wealth Group reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Darden Wealth Group sold 2,032 Walt Disney shares in Q1 2026, an estimated $231K.
  • Darden Wealth Group first reported a position in Walt Disney in Q3 2024 and held it in 6 quarters.
  • Darden Wealth Group's Walt Disney position peaked at $295K in Q2 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.