GWS
DIS icon

Greykasell Wealth Strategies’s Walt Disney DIS Stock Holding History

Greykasell 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 		$473K Sell
4,913
-1,607
-25% -$170K 0.19% 92
2025
Q4 		$742K Hold
6,520
– – 0.29% 77
2025
Q3 		$746K Buy
6,520
+192
+3% +$22.6K 0.31% 74
2025
Q2 		$785K Buy
6,328
+41
+0.7% +$4.26K 0.38% 69
2025
Q1 		$620K Buy
6,287
+260
+4% +$27.9K 0.33% 73
2024
Q4 		$671K Buy
+6,027
New +$633K 0.37% 73

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

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

Greykasell Wealth Strategies reduced its Walt Disney (DIS) stake by 25% in Q1 2026, selling an estimated $170K and leaving 4,913 shares worth $473K. The position accounts for 0.19% of the portfolio, ranked #92.

Greykasell Wealth Strategies first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $785K in Q2 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Greykasell Wealth Strategies held 4,913 shares of Walt Disney worth $473K as of Q1 2026.
  • Greykasell Wealth Strategies sold 1,607 Walt Disney shares in Q1 2026, an estimated $170K.
  • Walt Disney made up 0.19% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #92 holding.
  • Greykasell Wealth Strategies first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Greykasell Wealth Strategies's Walt Disney position peaked at $785K in Q2 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.