GWM
DIS icon

Greenhouse Wealth Management’s Walt Disney DIS Stock Holding History

Greenhouse 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 		– Sell
-2,079
Closed -$236K – 58
2025
Q4 		$236K Sell
2,079
-905
-30% -$99.7K 0.14% 53
2025
Q3 		$342K Buy
2,984
+7
+0.2% +$824 0.21% 43
2025
Q2 		$369K Sell
2,977
-85
-3% -$8.83K 0.24% 40
2025
Q1 		$302K Sell
3,062
-102
-3% -$11K 0.23% 40
2024
Q4 		$352K Buy
3,164
+1
+0% +$105 0.23% 45
2024
Q3 		$304K Buy
3,163
+9
+0.3% +$828 0.21% 44
2024
Q2 		$313K Hold
3,154
– – 0.23% 42
2024
Q1 		$386K Buy
3,154
+6
+0.2% +$627 0.29% 37
2023
Q4 		$284K Hold
3,148
– – 0.23% 45
2023
Q3 		$255K Buy
+3,148
New +$269K 0.23% 44
2023
Q2 		– Sell
-2,148
Closed -$215K – 54
2023
Q1 		$215K Buy
+2,148
New +$217K 0.2% 51
2022
Q4 		– Sell
-2,607
Closed -$246K – 52
2022
Q3 		$246K Sell
2,607
-899
-26% -$96.2K 0.27% 39
2022
Q2 		$331K Buy
3,506
+239
+7% +$26.5K 0.36% 34
2022
Q1 		$448K Sell
3,267
-748
-19% -$108K 0.42% 32
2021
Q4 		$622K Hold
4,015
– – 0.56% 25
2021
Q3 		$679K Hold
4,015
– – 0.64% 23
2021
Q2 		$706K Hold
4,015
– – 0.66% 23
2021
Q1 		$741K Buy
4,015
+487
+14% +$89.8K 0.74% 20
2020
Q4 		$639K Buy
+3,528
New +$506K 0.63% 25

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

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

Greenhouse Wealth Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,079 shares — an estimated $236K sold.

Greenhouse Wealth Management first reported a position in DIS in Q4 2020 and held it in 19 quarters. The position peaked at $741K in Q1 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Greenhouse Wealth Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Greenhouse Wealth Management sold 2,079 Walt Disney shares in Q1 2026, an estimated $236K.
  • Greenhouse Wealth Management first reported a position in Walt Disney in Q4 2020 and held it in 19 quarters.
  • Greenhouse Wealth Management's Walt Disney position peaked at $741K in Q1 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Greenhouse Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.