Madison Wealth Partners’s Walt Disney DIS Stock Holding History

Madison Wealth Partners’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	$347K	Buy	3,599 +96	+3%	+$10.1K	0.06%	149
2025 Q4	$399K	Buy	3,503 +1,636	+88%	+$180K	0.07%	123
2025 Q3	$214K	Hold	1,867	–	–	0.04%	170
2025 Q2	$231K	Buy	+1,867	New	+$194K	0.05%	151
2025 Q1	–	Sell	-1,805	Closed	-$201K	–	159
2024 Q4	$201K	Buy	+1,805	New	+$190K	0.06%	148
2024 Q2	–	Sell	-1,673	Closed	-$205K	–	128
2024 Q1	$205K	Buy	+1,673	New	+$175K	0.07%	123
2022 Q2	–	Sell	-1,495	Closed	-$205K	–	80
2022 Q1	$205K	Sell	1,495 -254	-15%	-$36.7K	0.11%	77
2021 Q4	$271K	Hold	1,749	–	–	0.14%	56
2021 Q3	$296K	Buy	1,749 +70	+4%	+$12.5K	0.17%	49
2021 Q2	$295K	Buy	1,679 +212	+14%	+$38.1K	0.17%	48
2021 Q1	$266K	Hold	1,467	–	–	0.19%	41
2020 Q4	$265K	Buy	+1,467	New	+$211K	0.18%	42

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

Madison Wealth Partners's DIS Position: Q1 2026 in Review

Madison Wealth Partners increased its Walt Disney (DIS) stake by 2.7% in Q1 2026, buying an estimated $10.1K and bringing the position to 3,599 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #149.

Madison Wealth Partners first reported a position in DIS in Q4 2020 and has held it in 12 quarters since. The position peaked at $399K in Q4 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Madison Wealth Partners held 3,599 shares of Walt Disney worth $347K as of Q1 2026.
Madison Wealth Partners bought 96 Walt Disney shares in Q1 2026, an estimated $10.1K.
Walt Disney made up 0.06% of Madison Wealth Partners's portfolio in Q1 2026, its #149 holding.
Madison Wealth Partners first reported a position in Walt Disney in Q4 2020 and has held it in 12 quarters since.
Madison Wealth Partners's Walt Disney position peaked at $399K in Q4 2025.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.