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Journey Strategic Wealth’s Walt Disney DIS Stock Holding History

Journey Strategic 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 		$1.74M Sell
18,046
-5,545
-24% -$586K 0.04% 117
2025
Q4 		$2.68M Buy
23,591
+3,595
+18% +$396K 0.07% 79
2025
Q3 		$2.29M Sell
19,996
-193
-1% -$22.7K 0.06% 84
2025
Q2 		$2.5M Buy
20,189
+4,076
+25% +$423K 0.08% 74
2025
Q1 		$1.59M Sell
16,113
-66,188
-80% -$7.11M 0.06% 93
2024
Q4 		$9.16M Buy
82,301
+1,690
+2% +$178K 0.34% 22
2024
Q3 		$7.75M Buy
80,611
+1,955
+2% +$180K 0.28% 21
2024
Q2 		$7.81M Buy
78,656
+1,540
+2% +$166K 0.33% 18
2024
Q1 		$9.44M Buy
77,116
+403
+0.5% +$42.1K 0.42% 15
2023
Q4 		$6.93M Buy
76,713
+4,769
+7% +$420K 0.33% 15
2023
Q3 		$5.83M Buy
71,944
+1,114
+2% +$95.1K 0.28% 16
2023
Q2 		$6.32M Sell
70,830
-5,189
-7% -$492K 0.29% 17
2023
Q1 		$7.61M Buy
76,019
+587
+0.8% +$59.2K 0.8% 14
2022
Q4 		$6.55M Buy
75,432
+526
+0.7% +$50.3K 0.77% 12
2022
Q3 		$7.07M Buy
74,906
+1,219
+2% +$130K 0.95% 8
2022
Q2 		$6.96M Sell
73,687
-69,785
-49% -$7.75M 0.93% 9
2022
Q1 		$19.7M Buy
143,472
+1,160
+0.8% +$168K 2.15% 5
2021
Q4 		$22M Buy
+142,312
New +$23M 2.29% 8

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

Journey Strategic Wealth's DIS Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Walt Disney (DIS) stake by 24% in Q1 2026, selling an estimated $586K and leaving 18,046 shares worth $1.74M. The position accounts for 0.04% of the portfolio, ranked #117.

Journey Strategic Wealth first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $22M in Q4 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Journey Strategic Wealth held 18,046 shares of Walt Disney worth $1.74M as of Q1 2026.
  • Journey Strategic Wealth sold 5,545 Walt Disney shares in Q1 2026, an estimated $586K.
  • Walt Disney made up 0.04% of Journey Strategic Wealth's portfolio in Q1 2026, its #117 holding.
  • Journey Strategic Wealth first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • Journey Strategic Wealth's Walt Disney position peaked at $22M in Q4 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.