MASECO Private Wealth’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$15K Buy
156
+57
+58% +$6.02K ﹤0.01% 217
2025
Q4
$11.3K Buy
+99
New +$10.9K ﹤0.01% 328
2025
Q3
Sell
-36
Closed -$4.46K 337
2025
Q2
$4.46K Buy
+36
New +$3.74K ﹤0.01% 404

Other funds holding DIS

MASECO Private Wealth's DIS Position: Q1 2026 in Review

MASECO Private Wealth increased its Walt Disney (DIS) stake by 58% in Q1 2026, buying an estimated $6.02K and bringing the position to 156 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

MASECO Private Wealth first reported a position in DIS in Q2 2025 and has held it in 3 quarters since. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • MASECO Private Wealth held 156 shares of Walt Disney worth $15K as of Q1 2026.
  • MASECO Private Wealth bought 57 Walt Disney shares in Q1 2026, an estimated $6.02K.
  • Walt Disney made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #217 holding.
  • MASECO Private Wealth first reported a position in Walt Disney in Q2 2025 and has held it in 3 quarters since.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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