KWM
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Kingsview Wealth Management’s Walt Disney DIS Stock Holding History

Kingsview Wealth Management’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 		$3.89M Buy
40,333
+357
+0.9% +$37.7K 0.05% 352
2025
Q4 		$4.55M Sell
39,976
-241
-0.6% -$26.5K 0.07% 295
2025
Q3 		$4.6M Sell
40,217
-771
-2% -$90.8K 0.07% 284
2025
Q2 		$5.08M Buy
40,988
+774
+2% +$80.4K 0.09% 242
2025
Q1 		$3.97M Sell
40,214
-749
-2% -$80.5K 0.07% 252
2024
Q4 		$4.56M Sell
40,963
-72,067
-64% -$7.57M 0.09% 216
2024
Q3 		$10.9M Buy
113,030
+13,829
+14% +$1.27M 0.23% 82
2024
Q2 		$9.85M Buy
99,201
+9,286
+10% +$1,000K 0.23% 87
2024
Q1 		$11M Buy
89,915
+45,991
+105% +$4.8M 0.28% 72
2023
Q4 		$3.97M Sell
43,924
-161,103
-79% -$14.2M 0.12% 172
2023
Q3 		$16.6M Buy
205,027
+46,815
+30% +$4M 0.6% 28
2023
Q2 		$14.1M Buy
158,212
+16,218
+11% +$1.54M 0.55% 32
2023
Q1 		$14.2M Buy
141,994
+6,285
+5% +$634K 0.6% 31
2022
Q4 		$11.8M Buy
135,709
+66,100
+95% +$6.32M 0.51% 37
2022
Q3 		$6.57M Sell
69,609
-41,658
-37% -$4.46M 0.31% 76
2022
Q2 		$10.5M Buy
111,267
+55,557
+100% +$6.17M 0.5% 40
2022
Q1 		$7.64M Sell
55,710
-49,390
-47% -$7.14M 0.34% 69
2021
Q4 		$16.3M Buy
105,100
+8,995
+9% +$1.45M 0.68% 22
2021
Q3 		$16.3M Buy
96,105
+7,101
+8% +$1.27M 0.77% 23
2021
Q2 		$15.8M Buy
89,004
+39,472
+80% +$7.1M 0.78% 22
2021
Q1 		$9.35M Buy
49,532
+5,386
+12% +$993K 0.53% 34
2020
Q4 		$8M Buy
44,146
+781
+2% +$112K 0.58% 35
2020
Q3 		$5.38M Buy
43,365
+62
+0.1% +$7.75K 0.48% 44
2020
Q2 		$4.83M Buy
43,303
+4,744
+12% +$524K 0.48% 45
2020
Q1 		$3.73M Buy
38,559
+10,275
+36% +$1.3M 0.5% 55
2019
Q4 		$4.09M Buy
28,284
+6,920
+32% +$966K 0.51% 53
2019
Q3 		$2.78M Buy
21,364
+3,733
+21% +$516K 0.44% 65
2019
Q2 		$2.46M Sell
17,631
-723
-4% -$95.9K 0.41% 64
2019
Q1 		$2.04M Buy
18,354
+2,492
+16% +$279K 0.31% 93
2018
Q4 		$1.74M Buy
15,862
+1,409
+10% +$160K 0.38% 79
2018
Q3 		$1.69M Buy
14,453
+4,302
+42% +$479K 0.34% 91
2018
Q2 		$1.06M Buy
10,151
+120
+1% +$12.3K 0.25% 118
2018
Q1 		$1.01M Sell
10,031
-2,637
-21% -$280K 0.25% 119
2017
Q4 		$1.36M Buy
12,668
+159
+1% +$16.4K 0.49% 52
2017
Q3 		$1.23M Buy
12,509
+1,507
+14% +$155K 0.54% 50
2017
Q2 		$1.17M Buy
11,002
+346
+3% +$37.9K 0.6% 48
2017
Q1 		$1.21M Buy
+10,656
New +$1.17M 0.72% 36

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

Kingsview Wealth Management's DIS Position: Q1 2026 in Review

Kingsview Wealth Management increased its Walt Disney (DIS) stake by 0.89% in Q1 2026, buying an estimated $37.7K and bringing the position to 40,333 shares worth $3.89M. The position accounts for 0.05% of the portfolio, ranked #352.

Kingsview Wealth Management first reported a position in DIS in Q1 2017 and has held it in 37 quarters since. The position peaked at $16.6M in Q3 2023. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Kingsview Wealth Management held 40,333 shares of Walt Disney worth $3.89M as of Q1 2026.
  • Kingsview Wealth Management bought 357 Walt Disney shares in Q1 2026, an estimated $37.7K.
  • Walt Disney made up 0.05% of Kingsview Wealth Management's portfolio in Q1 2026, its #352 holding.
  • Kingsview Wealth Management first reported a position in Walt Disney in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's Walt Disney position peaked at $16.6M in Q3 2023.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.