IPW
DIS icon

Inlet Private Wealth’s Walt Disney DIS Stock Holding History

Inlet Private 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
-1,856
Closed -$211K – 129
2025
Q4 		$211K Sell
1,856
-100
-5% -$11K 0.05% 126
2025
Q3 		$224K Hold
1,956
– – 0.05% 130
2025
Q2 		$243K Buy
+1,956
New +$203K 0.06% 121
2025
Q1 		– Sell
-1,956
Closed -$218K – 129
2024
Q4 		$218K Buy
+1,956
New +$205K 0.06% 120
2022
Q4 		– Sell
-5,525
Closed -$521K – 129
2022
Q3 		$521K Sell
5,525
-481
-8% -$51.5K 0.16% 91
2022
Q2 		$567K Hold
6,006
– – 0.16% 91
2022
Q1 		$824K Hold
6,006
– – 0.21% 86
2021
Q4 		$930K Hold
6,006
– – 0.23% 87
2021
Q3 		$1.02M Hold
6,006
– – 0.27% 77
2021
Q2 		$1.06M Hold
6,006
– – 0.28% 75
2021
Q1 		$1.11M Sell
6,006
-810
-12% -$149K 0.32% 74
2020
Q4 		$1.24M Sell
6,816
-68
-1% -$9.76K 0.4% 68
2020
Q3 		$854K Sell
6,884
-39
-0.6% -$4.88K 0.33% 73
2020
Q2 		$772K Hold
6,923
– – 0.31% 73
2020
Q1 		$669K Buy
6,923
+50
+0.7% +$6.32K 0.31% 75
2019
Q4 		$994K Buy
6,873
+107
+2% +$14.9K 0.33% 77
2019
Q3 		$882K Buy
6,766
+125
+2% +$17.3K 0.33% 75
2019
Q2 		$962K Buy
6,641
+1,155
+21% +$153K 0.35% 75
2019
Q1 		$609K Hold
5,486
– – 0.24% 89
2018
Q4 		$602K Buy
+5,486
New +$624K 0.32% 68

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

Inlet Private Wealth's DIS Position: Q1 2026 in Review

Inlet Private Wealth sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,856 shares — an estimated $211K sold.

Inlet Private Wealth first reported a position in DIS in Q4 2018 and held it in 20 quarters. The position peaked at $1.24M in Q4 2020. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Inlet Private Wealth reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Inlet Private Wealth sold 1,856 Walt Disney shares in Q1 2026, an estimated $211K.
  • Inlet Private Wealth first reported a position in Walt Disney in Q4 2018 and held it in 20 quarters.
  • Inlet Private Wealth's Walt Disney position peaked at $1.24M in Q4 2020.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.