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High Note Wealth’s Walt Disney DIS Stock Holding History

High Note 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 		$236K Buy
2,449
+42
+2% +$4.44K 0.05% 103
2025
Q4 		$274K Buy
2,407
+11
+0.5% +$1.21K 0.05% 97
2025
Q3 		$274K Sell
2,396
-243
-9% -$28.6K 0.06% 96
2025
Q2 		$327K Sell
2,639
-95
-3% -$9.87K 0.07% 91
2025
Q1 		$270K Buy
2,734
+10
+0.4% +$1.07K 0.07% 87
2024
Q4 		$303K Sell
2,724
-12
-0.4% -$1.26K 0.08% 85
2024
Q3 		$263K Buy
2,736
+11
+0.4% +$1.01K 0.08% 88
2024
Q2 		$271K Buy
2,725
+4
+0.1% +$431 0.08% 85
2024
Q1 		$333K Sell
2,721
-1
-0% -$104 0.11% 80
2023
Q4 		$246K Sell
2,722
-123
-4% -$10.8K 0.09% 85
2023
Q3 		$231K Buy
2,845
+35
+1% +$2.99K 0.1% 86
2023
Q2 		$251K Buy
2,810
+3
+0.1% +$284 0.1% 83
2023
Q1 		$281K Buy
2,807
+35
+1% +$3.53K 0.12% 80
2022
Q4 		$241K Sell
2,772
-1,085
-28% -$104K 0.1% 82
2022
Q3 		$403K Buy
3,857
+121
+3% +$12.9K 0.16% 69
2022
Q2 		$353K Sell
3,736
-12,652
-77% -$1.4M 0.14% 76
2022
Q1 		$2.25M Buy
16,388
+2,509
+18% +$363K 0.79% 41
2021
Q4 		$2.15M Buy
13,879
+11,793
+565% +$1.9M 0.73% 41
2021
Q3 		$352K Hold
2,086
– – 0.13% 69
2021
Q2 		$366K Sell
2,086
-95
-4% -$17.1K 0.13% 67
2021
Q1 		$402K Hold
2,181
– – 0.16% 69
2020
Q4 		$395K Buy
+2,181
New +$313K 0.17% 67

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

High Note Wealth's DIS Position: Q1 2026 in Review

High Note Wealth increased its Walt Disney (DIS) stake by 1.7% in Q1 2026, buying an estimated $4.44K and bringing the position to 2,449 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #103.

High Note Wealth first reported a position in DIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.25M in Q1 2022. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • High Note Wealth held 2,449 shares of Walt Disney worth $236K as of Q1 2026.
  • High Note Wealth bought 42 Walt Disney shares in Q1 2026, an estimated $4.44K.
  • Walt Disney made up 0.05% of High Note Wealth's portfolio in Q1 2026, its #103 holding.
  • High Note Wealth first reported a position in Walt Disney in Q4 2020 and has held it in 22 quarters since.
  • High Note Wealth's Walt Disney position peaked at $2.25M in Q1 2022.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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