Dynasty Wealth Management’s Walt Disney DIS Stock Holding History

Dynasty 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	$693K	Sell	7,192 -1,481	-17%	-$157K	0.01%	207
2025 Q4	$987K	Sell	8,673 -2,404	-22%	-$265K	0.01%	186
2025 Q3	$1.27M	Buy	11,077 +2,633	+31%	+$310K	0.02%	153
2025 Q2	$1.05M	Sell	8,444 -2,208	-21%	-$229K	0.02%	127
2025 Q1	$1.05M	Buy	10,652 +1,054	+11%	+$113K	0.02%	138
2024 Q4	$1.07M	Buy	+9,598	New	+$1.01M	0.02%	143
2018 Q4	–	Sell	-3,079	Closed	-$360K	–	27
2018 Q3	$360K	Buy	+3,079	New	+$343K	0.46%	52

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

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

Dynasty Wealth Management reduced its Walt Disney (DIS) stake by 17% in Q1 2026, selling an estimated $157K and leaving 7,192 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #207.

Dynasty Wealth Management first reported a position in DIS in Q3 2018 and has held it in 7 quarters since. The position peaked at $1.27M in Q3 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Dynasty Wealth Management held 7,192 shares of Walt Disney worth $693K as of Q1 2026.
Dynasty Wealth Management sold 1,481 Walt Disney shares in Q1 2026, an estimated $157K.
Walt Disney made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #207 holding.
Dynasty Wealth Management first reported a position in Walt Disney in Q3 2018 and has held it in 7 quarters since.
Dynasty Wealth Management's Walt Disney position peaked at $1.27M in Q3 2025.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.