Invictus Private Wealth’s Walt Disney DIS Stock Holding History

Invictus 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	$321K	Sell	3,326 -12,508	-79%	-$1.32M	0.02%	69
2025 Q4	$1.8M	Sell	15,834 -67,954	-81%	-$7.48M	0.11%	30
2025 Q3	$9.59M	Sell	83,788 -4,144	-5%	-$488K	0.6%	23
2025 Q2	$10.9M	Buy	87,932 +15,326	+21%	+$1.59M	0.75%	22
2025 Q1	$7.17M	Buy	72,606 +70,185	+2,899%	+$7.54M	0.57%	24
2024 Q4	$270K	Sell	2,421 -79	-3%	-$8.3K	0.02%	75
2024 Q3	$240K	Sell	2,500 -90	-3%	-$8.28K	0.02%	78
2024 Q2	$257K	Sell	2,590 -24	-0.9%	-$2.58K	0.02%	78
2024 Q1	$320K	Sell	2,614 -71	-3%	-$7.42K	0.03%	73
2023 Q4	$242K	Sell	2,685 -50	-2%	-$4.41K	0.02%	87
2023 Q3	$222K	Sell	2,735 -49,308	-95%	-$4.21M	0.02%	88
2023 Q2	$4.65M	Buy	52,043 +49,077	+1,655%	+$4.65M	0.5%	26
2023 Q1	$297K	Buy	+2,966	New	+$299K	0.03%	74

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

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

Invictus Private Wealth reduced its Walt Disney (DIS) stake by 79% in Q1 2026, selling an estimated $1.32M and leaving 3,326 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #69.

Invictus Private Wealth first reported a position in DIS in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.9M in Q2 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Invictus Private Wealth held 3,326 shares of Walt Disney worth $321K as of Q1 2026.
Invictus Private Wealth sold 12,508 Walt Disney shares in Q1 2026, an estimated $1.32M.
Walt Disney made up 0.02% of Invictus Private Wealth's portfolio in Q1 2026, its #69 holding.
Invictus Private Wealth first reported a position in Walt Disney in Q1 2023 and has held it in 13 quarters since.
Invictus Private Wealth's Walt Disney position peaked at $10.9M in Q2 2025.
2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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