MPWS
DIS icon

McCarter Private Wealth Services’s Walt Disney DIS Stock Holding History

McCarter Private Wealth Services’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 		$242K Sell
2,510
-2,845
-53% -$301K 0.11% 152
2025
Q4 		$609K Buy
5,355
+1,615
+43% +$178K 0.27% 76
2025
Q3 		$428K Buy
3,740
+66
+2% +$7.77K 0.22% 90
2025
Q2 		$456K Buy
3,674
+922
+34% +$95.8K 0.26% 71
2025
Q1 		$272K Sell
2,752
-7
-0.3% -$752 0.18% 88
2024
Q4 		$307K Buy
2,759
+9
+0.3% +$945 0.19% 80
2024
Q3 		$265K Buy
+2,750
New +$253K 0.17% 85

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

McCarter Private Wealth Services's DIS Position: Q1 2026 in Review

McCarter Private Wealth Services reduced its Walt Disney (DIS) stake by 53% in Q1 2026, selling an estimated $301K and leaving 2,510 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #152.

McCarter Private Wealth Services first reported a position in DIS in Q3 2024 and has held it in 7 quarters since. The position peaked at $609K in Q4 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • McCarter Private Wealth Services held 2,510 shares of Walt Disney worth $242K as of Q1 2026.
  • McCarter Private Wealth Services sold 2,845 Walt Disney shares in Q1 2026, an estimated $301K.
  • Walt Disney made up 0.11% of McCarter Private Wealth Services's portfolio in Q1 2026, its #152 holding.
  • McCarter Private Wealth Services first reported a position in Walt Disney in Q3 2024 and has held it in 7 quarters since.
  • McCarter Private Wealth Services's Walt Disney position peaked at $609K in Q4 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.