Dynamic Wealth Strategies’s Walt Disney DIS Stock Holding History

Dynamic Wealth Strategies’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	$15.2K	Hold	158	–	–	0.01%	207
2025 Q4	$18K	Buy	158 +5	+3%	+$551	0.01%	184
2025 Q3	$17.5K	Hold	153	–	–	0.01%	176
2025 Q2	$19K	Hold	153	–	–	0.01%	166
2025 Q1	$15.1K	Buy	+153	New	+$16.4K	0.01%	181
2024 Q4	–	Sell	-792	Closed	-$76K	–	111
2024 Q3	$76K	Buy	792 +41	+5%	+$3.77K	0.06%	109
2024 Q2	$75K	Buy	751 +19	+3%	+$2.04K	0.06%	108
2024 Q1	$90K	Buy	732 +573	+360%	+$59.9K	0.08%	104
2023 Q4	$14.4K	Buy	+159	New	+$14K	0.01%	186

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

Dynamic Wealth Strategies's DIS Position: Q1 2026 in Review

Dynamic Wealth Strategies held its Walt Disney (DIS) position steady in Q1 2026 at 158 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #207.

Dynamic Wealth Strategies first reported a position in DIS in Q4 2023 and has held it in 9 quarters since. The position peaked at $90K in Q1 2024. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Dynamic Wealth Strategies held 158 shares of Walt Disney worth $15.2K as of Q1 2026.
Dynamic Wealth Strategies left its Walt Disney share count unchanged in Q1 2026.
Walt Disney made up 0.01% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #207 holding.
Dynamic Wealth Strategies first reported a position in Walt Disney in Q4 2023 and has held it in 9 quarters since.
Dynamic Wealth Strategies's Walt Disney position peaked at $90K in Q1 2024.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.