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Mascagni Wealth Management’s Walt Disney DIS Stock Holding History

Mascagni 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
-1,965
Closed -$224K – 132
2025
Q4 		$224K Hold
1,965
– – 0.17% 113
2025
Q3 		$225K Sell
1,965
-34
-2% -$4K 0.17% 114
2025
Q2 		$248K Buy
+1,999
New +$208K 0.21% 102

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

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

Mascagni Wealth Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,965 shares — an estimated $224K sold.

Mascagni Wealth Management first reported a position in DIS in Q2 2025 and held it in 3 quarters. The position peaked at $248K in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Mascagni Wealth Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Mascagni Wealth Management sold 1,965 Walt Disney shares in Q1 2026, an estimated $224K.
  • Mascagni Wealth Management first reported a position in Walt Disney in Q2 2025 and held it in 3 quarters.
  • Mascagni Wealth Management's Walt Disney position peaked at $248K in Q2 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Mascagni Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.