Focus Partners Wealth
DIS icon

Focus Partners Wealth’s Walt Disney DIS Stock Holding History

Focus Partners Wealth’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 		$85.5M Sell
887,157
-25,861
-3% -$2.73M 0.1% 202
2025
Q4 		$104M Buy
913,018
+200,854
+28% +$22.1M 0.12% 178
2025
Q3 		$81.5M Buy
712,164
+64,313
+10% +$7.57M 0.13% 146
2025
Q2 		$80.3M Buy
647,851
+11,956
+2% +$1.24M 0.17% 128
2025
Q1 		$62.7M Buy
635,895
+19,616
+3% +$2.11M 0.16% 133
2024
Q4 		$68.6M Buy
616,279
+43,404
+8% +$4.56M 0.18% 118
2024
Q3 		$55.1M Sell
572,875
-657,551
-53% -$60.5M 0.18% 123
2024
Q2 		$122M Buy
1,230,426
+1,083,977
+740% +$117M 0.41% 56
2024
Q1 		$17.9M Buy
146,449
+79,234
+118% +$8.28M 0.15% 157
2023
Q4 		$6.07M Buy
+67,215
New +$5.93M 0.08% 207

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

Focus Partners Wealth's DIS Position: Q1 2026 in Review

Focus Partners Wealth reduced its Walt Disney (DIS) stake by 2.8% in Q1 2026, selling an estimated $2.73M and leaving 887,157 shares worth $85.5M. The position accounts for 0.1% of the portfolio, ranked #202.

Focus Partners Wealth first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $122M in Q2 2024. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Focus Partners Wealth held 887,157 shares of Walt Disney worth $85.5M as of Q1 2026.
  • Focus Partners Wealth sold 25,861 Walt Disney shares in Q1 2026, an estimated $2.73M.
  • Walt Disney made up 0.1% of Focus Partners Wealth's portfolio in Q1 2026, its #202 holding.
  • Focus Partners Wealth first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Walt Disney position peaked at $122M in Q2 2024.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.