DecisionPoint Financial’s Walt Disney DIS Stock Holding History

DecisionPoint Financial’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	$9.73K	Sell	101 -43	-30%	-$4.54K	﹤0.01%	188
2025 Q4	$16.4K	Buy	144 +50	+53%	+$5.51K	﹤0.01%	154
2025 Q3	$10.6K	Hold	94	–	–	﹤0.01%	138
2025 Q2	$11.6K	Buy	94 +30	+47%	+$3.12K	﹤0.01%	139
2025 Q1	$6.32K	Hold	64	–	–	﹤0.01%	170
2024 Q4	$7.13K	Buy	64 +5	+8%	+$525	﹤0.01%	174
2024 Q3	$5.68K	Hold	59	–	–	﹤0.01%	179
2024 Q2	$5.53K	Buy	59 +4	+7%	+$431	﹤0.01%	176
2024 Q1	$6.2K	Buy	55 +1	+2%	+$104	﹤0.01%	188
2023 Q4	$4.88K	Buy	54 +5	+10%	+$441	﹤0.01%	151
2023 Q3	$3.97K	Hold	49	–	–	﹤0.01%	162
2023 Q2	$4.38K	Buy	49 +5	+11%	+$474	﹤0.01%	145
2023 Q1	$4.41K	Hold	44	–	–	﹤0.01%	143
2022 Q4	$3.82K	Buy	+44	New	+$4.21K	﹤0.01%	123

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DecisionPoint Financial's DIS Position: Q1 2026 in Review

DecisionPoint Financial reduced its Walt Disney (DIS) stake by 30% in Q1 2026, selling an estimated $4.54K and leaving 101 shares worth $9.73K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

DecisionPoint Financial first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.4K in Q4 2025. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

DecisionPoint Financial held 101 shares of Walt Disney worth $9.73K as of Q1 2026.
DecisionPoint Financial sold 43 Walt Disney shares in Q1 2026, an estimated $4.54K.
Walt Disney made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #188 holding.
DecisionPoint Financial first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
DecisionPoint Financial's Walt Disney position peaked at $16.4K in Q4 2025.
2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.