Impact Partnership Wealth’s Walt Disney DIS Stock Holding History

Impact Partnership 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	–	Sell	-2,008	Closed	-$228K	–	385
2025 Q4	$228K	Buy	2,008 +28	+1%	+$3.08K	0.03%	324
2025 Q3	$227K	Buy	1,980 +209	+12%	+$24.6K	0.03%	272
2025 Q2	$220K	Buy	+1,771	New	+$184K	0.04%	265
2024 Q2	–	Sell	-610	Closed	-$74.6K	–	325
2024 Q1	$74.6K	Sell	610 -155	-20%	-$16.2K	0.03%	280
2023 Q4	$69.1K	Sell	765 -1,566	-67%	-$138K	0.03%	291
2023 Q3	$189K	Buy	2,331 +1,614	+225%	+$138K	0.06%	185
2023 Q2	$64K	Buy	+717	New	+$67.9K	0.02%	237

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Impact Partnership Wealth's DIS Position: Q1 2026 in Review

Impact Partnership Wealth sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,008 shares — an estimated $228K sold.

Impact Partnership Wealth first reported a position in DIS in Q2 2023 and held it in 7 quarters. The position peaked at $228K in Q4 2025. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Impact Partnership Wealth reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Impact Partnership Wealth sold 2,008 Walt Disney shares in Q1 2026, an estimated $228K.
Impact Partnership Wealth first reported a position in Walt Disney in Q2 2023 and held it in 7 quarters.
Impact Partnership Wealth's Walt Disney position peaked at $228K in Q4 2025.
2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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