Drive Wealth Management’s Walt Disney DIS Stock Holding History

Drive 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	$350K	Sell	3,628 -444	-11%	-$46.9K	0.07%	222
2025 Q4	$466K	Buy	4,072 +41	+1%	+$4.51K	0.09%	174
2025 Q3	$461K	Buy	4,031 +335	+9%	+$39.5K	0.1%	178
2025 Q2	$460K	Sell	3,696 -2,103	-36%	-$219K	0.1%	174
2025 Q1	$572K	Buy	5,799 +148	+3%	+$15.9K	0.13%	125
2024 Q4	$632K	Sell	5,651 -19	-0.3%	-$2K	0.15%	109
2024 Q3	$545K	Sell	5,670 -76	-1%	-$6.99K	0.14%	120
2024 Q2	$571K	Sell	5,746 -239	-4%	-$25.7K	0.15%	114
2024 Q1	$732K	Sell	5,985 -997	-14%	-$104K	0.21%	92
2023 Q4	$633K	Buy	6,982 +1,085	+18%	+$95.7K	0.2%	100
2023 Q3	$478K	Sell	5,897 -66	-1%	-$5.64K	0.17%	114
2023 Q2	$532K	Sell	5,963 -1,285	-18%	-$122K	0.2%	110
2023 Q1	$726K	Buy	7,248 +1,384	+24%	+$140K	0.3%	83
2022 Q4	$509K	Buy	5,864 +1,361	+30%	+$130K	0.25%	94
2022 Q3	$425K	Buy	4,503 +1,528	+51%	+$164K	0.4%	72
2022 Q2	$281K	Sell	2,975 -3,466	-54%	-$385K	0.26%	114
2022 Q1	$884K	Buy	6,441 +3,700	+135%	+$535K	0.75%	33
2021 Q4	$424K	Buy	+2,741	New	+$443K	0.37%	77

Other funds holding DIS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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