FDW
DIS icon

Fourth Dimension Wealth’s Walt Disney DIS Stock Holding History

Fourth Dimension 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 		$108K Sell
1,117
-39
-3% -$4.12K 0.04% 171
2025
Q4 		$132K Hold
1,156
– – 0.05% 161
2025
Q3 		$132K Sell
1,156
-35
-3% -$4.12K 0.05% 154
2025
Q2 		$148K Sell
1,191
-175
-13% -$18.2K 0.06% 150
2025
Q1 		$135K Buy
1,366
+234
+21% +$25.1K 0.07% 131
2024
Q4 		$148K Buy
+1,132
New +$119K 0.08% 123

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

Fourth Dimension Wealth's DIS Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its Walt Disney (DIS) stake by 3.4% in Q1 2026, selling an estimated $4.12K and leaving 1,117 shares worth $108K. The position accounts for 0.04% of the portfolio, ranked #171.

Fourth Dimension Wealth first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $148K in Q4 2024. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Fourth Dimension Wealth held 1,117 shares of Walt Disney worth $108K as of Q1 2026.
  • Fourth Dimension Wealth sold 39 Walt Disney shares in Q1 2026, an estimated $4.12K.
  • Walt Disney made up 0.04% of Fourth Dimension Wealth's portfolio in Q1 2026, its #171 holding.
  • Fourth Dimension Wealth first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's Walt Disney position peaked at $148K in Q4 2024.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.