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Marks Group Wealth Management’s Walt Disney DIS Stock Holding History

Marks Group 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 		$789K Buy
8,186
+2,500
+44% +$264K 0.08% 209
2025
Q4 		$647K Sell
5,686
-174
-3% -$19.2K 0.06% 222
2025
Q3 		$671K Hold
5,860
– – 0.06% 200
2025
Q2 		$727K Sell
5,860
-146
-2% -$15.2K 0.07% 199
2025
Q1 		$593K Sell
6,006
-130
-2% -$14K 0.06% 222
2024
Q4 		$683K Buy
6,136
+2
+0% +$210 0.07% 196
2024
Q3 		$590K Sell
6,134
-26
-0.4% -$2.39K 0.06% 208
2024
Q2 		$612K Sell
6,160
-150
-2% -$16.1K 0.06% 206
2024
Q1 		$772K Buy
6,310
+296
+5% +$30.9K 0.08% 187
2023
Q4 		$543K Buy
6,014
+1,000
+20% +$88.2K 0.06% 212
2023
Q3 		$406K Buy
5,014
+755
+18% +$64.5K 0.05% 224
2023
Q2 		$380K Hold
4,259
– – 0.05% 230
2023
Q1 		$426K Buy
4,259
+810
+23% +$81.7K 0.05% 218
2022
Q4 		$300K Buy
3,449
+94
+3% +$8.99K 0.04% 245
2022
Q3 		$316K Sell
3,355
-248
-7% -$26.5K 0.05% 234
2022
Q2 		$340K Buy
3,603
+84
+2% +$9.32K 0.05% 236
2022
Q1 		$483K Buy
3,519
+1,202
+52% +$174K 0.06% 236
2021
Q4 		$360K Buy
2,317
+314
+16% +$50.7K 0.04% 259
2021
Q3 		$339K Buy
+2,003
New +$357K 0.05% 236
2020
Q3 		– Sell
-1,813
Closed -$203K – 247
2020
Q2 		$203K Sell
1,813
-292
-14% -$32.2K 0.04% 224
2020
Q1 		$204K Buy
2,105
+637
+43% +$80.5K 0.05% 206
2019
Q4 		$212K Buy
+1,468
New +$205K 0.04% 224

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

Marks Group Wealth Management's DIS Position: Q1 2026 in Review

Marks Group Wealth Management increased its Walt Disney (DIS) stake by 44% in Q1 2026, buying an estimated $264K and bringing the position to 8,186 shares worth $789K. The position accounts for 0.08% of the portfolio, ranked #209.

Marks Group Wealth Management first reported a position in DIS in Q4 2019 and has held it in 22 quarters since. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Marks Group Wealth Management held 8,186 shares of Walt Disney worth $789K as of Q1 2026.
  • Marks Group Wealth Management bought 2,500 Walt Disney shares in Q1 2026, an estimated $264K.
  • Walt Disney made up 0.08% of Marks Group Wealth Management's portfolio in Q1 2026, its #209 holding.
  • Marks Group Wealth Management first reported a position in Walt Disney in Q4 2019 and has held it in 22 quarters since.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.