MWM
DIS icon

Maridea Wealth Management’s Walt Disney DIS Stock Holding History

Maridea 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 		– Sell
-4,566
Closed -$520K – 470
2025
Q4 		$520K Sell
4,566
-643
-12% -$70.8K 0.08% 244
2025
Q3 		$583K Buy
5,209
+901
+21% +$106K 0.09% 215
2025
Q2 		$534K Sell
4,308
-7,871
-65% -$818K 0.14% 143
2025
Q1 		$1.2M Buy
12,179
+1,927
+19% +$207K 0.39% 50
2024
Q4 		$1.14M Buy
+10,252
New +$1.08M 0.37% 48

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

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

Maridea Wealth Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 4,566 shares — an estimated $520K sold.

Maridea Wealth Management first reported a position in DIS in Q4 2024 and held it in 5 quarters. The position peaked at $1.2M in Q1 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Maridea Wealth Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Maridea Wealth Management sold 4,566 Walt Disney shares in Q1 2026, an estimated $520K.
  • Maridea Wealth Management first reported a position in Walt Disney in Q4 2024 and held it in 5 quarters.
  • Maridea Wealth Management's Walt Disney position peaked at $1.2M in Q1 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.