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Kestra Private Wealth Services’s Walt Disney DIS Stock Holding History

Kestra Private Wealth Services’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 		$8.78M Buy
91,062
+15,699
+21% +$1.66M 0.11% 216
2025
Q4 		$8.57M Sell
75,363
-2,394
-3% -$264K 0.11% 209
2025
Q3 		$8.9M Buy
77,757
+571
+0.7% +$67.3K 0.12% 202
2025
Q2 		$9.57M Sell
77,186
-2,133
-3% -$222K 0.14% 178
2025
Q1 		$7.83M Sell
79,319
-1,984
-2% -$213K 0.13% 178
2024
Q4 		$9.05M Buy
81,303
+11,448
+16% +$1.2M 0.15% 153
2024
Q3 		$6.72M Sell
69,855
-26,474
-27% -$2.44M 0.12% 183
2024
Q2 		$9.56M Sell
96,329
-10,310
-10% -$1.11M 0.19% 121
2024
Q1 		$13M Sell
106,639
-1,911
-2% -$200K 0.29% 78
2023
Q4 		$9.8M Buy
108,550
+6,986
+7% +$616K 0.25% 97
2023
Q3 		$8.23M Buy
101,564
+8,553
+9% +$730K 0.26% 95
2023
Q2 		$8.3M Buy
93,011
+3,875
+4% +$367K 0.28% 87
2023
Q1 		$8.93M Buy
89,136
+1,995
+2% +$201K 0.36% 72
2022
Q4 		$7.57M Buy
87,141
+5,508
+7% +$527K 0.38% 68
2022
Q3 		$7.7M Buy
81,633
+3,224
+4% +$345K 0.45% 46
2022
Q2 		$7.4M Sell
78,409
-5,488
-7% -$609K 0.42% 51
2022
Q1 		$11.5M Sell
83,897
-2,760
-3% -$399K 0.57% 29
2021
Q4 		$13.4M Buy
86,657
+4,887
+6% +$789K 0.64% 24
2021
Q3 		$13.8M Buy
81,770
+5,820
+8% +$1.04M 0.77% 14
2021
Q2 		$13.3M Buy
75,950
+12,091
+19% +$2.17M 0.81% 13
2021
Q1 		$11.8M Sell
63,859
-3,140
-5% -$579K 0.82% 14
2020
Q4 		$12.1M Buy
66,999
+1,459
+2% +$209K 0.89% 11
2020
Q3 		$8.08M Buy
+65,540
New +$8.19M 0.7% 23

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

Kestra Private Wealth Services's DIS Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Walt Disney (DIS) stake by 21% in Q1 2026, buying an estimated $1.66M and bringing the position to 91,062 shares worth $8.78M. The position accounts for 0.11% of the portfolio, ranked #216.

Kestra Private Wealth Services first reported a position in DIS in Q3 2020 and has held it in 23 quarters since. The position peaked at $13.8M in Q3 2021. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Kestra Private Wealth Services held 91,062 shares of Walt Disney worth $8.78M as of Q1 2026.
  • Kestra Private Wealth Services bought 15,699 Walt Disney shares in Q1 2026, an estimated $1.66M.
  • Walt Disney made up 0.11% of Kestra Private Wealth Services's portfolio in Q1 2026, its #216 holding.
  • Kestra Private Wealth Services first reported a position in Walt Disney in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Walt Disney position peaked at $13.8M in Q3 2021.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.