DWM
DIS icon

Diversify Wealth Management’s Walt Disney DIS Stock Holding History

Diversify 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
2026
Q1 		$8.17M Buy
80,690
+35,193
+77% +$3.72M 0.15% 154
2025
Q4 		$5.14M Buy
45,497
+1,689
+4% +$186K 0.24% 115
2025
Q3 		$4.91M Sell
43,808
-4,901
-10% -$577K 0.28% 101
2025
Q2 		$5.54M Buy
48,709
+3,845
+9% +$399K 0.34% 73
2025
Q1 		$4.09M Buy
44,864
+6,497
+17% +$698K 0.3% 94
2024
Q4 		$4.17M Buy
38,367
+14,461
+60% +$1.52M 0.32% 78
2024
Q3 		$2.3M Buy
23,906
+1,201
+5% +$111K 0.22% 117
2024
Q2 		$1.99M Buy
+22,705
New +$2.44M 0.25% 97

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

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

Diversify Wealth Management increased its Walt Disney (DIS) stake by 77% in Q1 2026, buying an estimated $3.72M and bringing the position to 80,690 shares worth $8.17M. The position accounts for 0.15% of the portfolio, ranked #154.

Diversify Wealth Management first reported a position in DIS in Q2 2024 and has held it in 8 quarters since. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Diversify Wealth Management held 80,690 shares of Walt Disney worth $8.17M as of Q1 2026.
  • Diversify Wealth Management bought 35,193 Walt Disney shares in Q1 2026, an estimated $3.72M.
  • Walt Disney made up 0.15% of Diversify Wealth Management's portfolio in Q1 2026, its #154 holding.
  • Diversify Wealth Management first reported a position in Walt Disney in Q2 2024 and has held it in 8 quarters since.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.