Leo Wealth LLC’s Walt Disney DIS Stock Holding History

Leo Wealth LLC’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	–	Sell	-1,886	Closed	-$215K	–	459
2025 Q4	$215K	Buy	+1,886	New	+$208K	0.02%	397
2025 Q3	–	Sell	-2,004	Closed	-$248K	–	318
2025 Q2	$248K	Buy	+2,004	New	+$208K	0.02%	343
2024 Q4	–	Sell	-2,723	Closed	-$262K	–	365
2024 Q3	$262K	Sell	2,723 -13	-0.5%	-$1.2K	0.02%	297
2024 Q2	$269K	Sell	2,736 -2,230	-45%	-$240K	0.03%	285
2024 Q1	$605K	Buy	4,966 +1,101	+28%	+$115K	0.06%	195
2023 Q4	$412K	Buy	+3,865	New	+$341K	0.04%	222

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

Leo Wealth LLC's DIS Position: Q1 2026 in Review

Leo Wealth LLC sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,886 shares — an estimated $215K sold.

Leo Wealth LLC first reported a position in DIS in Q4 2023 and held it in 6 quarters. The position peaked at $605K in Q1 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Leo Wealth LLC reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Leo Wealth LLC sold 1,886 Walt Disney shares in Q1 2026, an estimated $215K.
Leo Wealth LLC first reported a position in Walt Disney in Q4 2023 and held it in 6 quarters.
Leo Wealth LLC's Walt Disney position peaked at $605K in Q1 2024.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.