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
2022 Q1	–	Sell	-100	Closed	-$15K	–	898
2021 Q4	$15K	Sell	100 -200	-67%	-$32.3K	﹤0.01%	934
2021 Q3	$2K	Buy	+300	New	+$53.5K	﹤0.01%	867
2021 Q1	–	Sell	-100	Closed	-$6K	–	876
2020 Q4	$6K	Buy	+100	New	+$14.4K	﹤0.01%	699
2020 Q2	–	Sell	-900	Closed	-$5K	–	619
2020 Q1	$5K	Buy	+900	New	+$114K	﹤0.01%	465
2018 Q1	–	Sell	-300	Closed	-$3K	–	383
2017 Q4	$3K	Sell	300 -800	-73%	-$82.4K	﹤0.01%	350
2017 Q3	$2K	Hold	1,100	–	–	﹤0.01%	323
2017 Q2	$5K	Buy	1,100 +600	+120%	+$65.7K	﹤0.01%	288
2017 Q1	$5K	Buy	+500	New	+$55.1K	﹤0.01%	256

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

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.