MWPCG
DIS icon

Measured Wealth Private Client Group’s Walt Disney DIS Stock Holding History

Measured Wealth Private Client Group’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 		$18.5K Hold
192
– – 0.01% 492
2025
Q4 		$21.8K Buy
192
+1
+0.5% +$110 0.01% 464
2025
Q3 		$21.9K Buy
+191
New +$22.5K 0.01% 458
2022
Q1 		– Sell
-1,725
Closed -$267K – 182
2021
Q4 		$267K Hold
1,725
– – 0.09% 132
2021
Q3 		$292K Buy
1,725
+307
+22% +$54.7K 0.11% 123
2021
Q2 		$249K Hold
1,418
– – 0.08% 154
2021
Q1 		$262K Hold
1,418
– – 0.09% 130
2020
Q4 		$257K Sell
1,418
-545
-28% -$78.2K 0.11% 112
2020
Q3 		$244K Sell
1,963
-476
-20% -$59.5K 0.12% 106
2020
Q2 		$272K Buy
2,439
+251
+11% +$27.7K 0.16% 79
2020
Q1 		$211K Sell
2,188
-370
-14% -$46.8K 0.16% 80
2019
Q4 		$370K Sell
2,558
-1,145
-31% -$160K 0.25% 62
2019
Q3 		$483K Sell
3,703
-3,576
-49% -$494K 0.31% 54
2019
Q2 		$1.02M Sell
7,279
-73
-1% -$9.68K 0.59% 33
2019
Q1 		$816K Buy
7,352
+4,724
+180% +$528K 0.5% 38
2018
Q4 		$288K Sell
2,628
-1,040
-28% -$118K 0.26% 62
2018
Q3 		$429K Buy
3,668
+132
+4% +$14.7K 0.26% 65
2018
Q2 		$370K Buy
+3,536
New +$362K 0.3% 69

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

Measured Wealth Private Client Group's DIS Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Walt Disney (DIS) position steady in Q1 2026 at 192 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #492.

Measured Wealth Private Client Group first reported a position in DIS in Q2 2018 and has held it in 18 quarters since. The position peaked at $1.02M in Q2 2019. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Measured Wealth Private Client Group held 192 shares of Walt Disney worth $18.5K as of Q1 2026.
  • Measured Wealth Private Client Group left its Walt Disney share count unchanged in Q1 2026.
  • Walt Disney made up 0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #492 holding.
  • Measured Wealth Private Client Group first reported a position in Walt Disney in Q2 2018 and has held it in 18 quarters since.
  • Measured Wealth Private Client Group's Walt Disney position peaked at $1.02M in Q2 2019.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.