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MGO Private Wealth’s Walt Disney DIS Stock Holding History

MGO Private Wealth’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
-2,768
Closed -$315K – 31
2025
Q4 		$315K Sell
2,768
-305
-10% -$33.6K 0.2% 52
2025
Q3 		$352K Sell
3,073
-1,631
-35% -$192K 0.21% 52
2025
Q2 		$583K Sell
4,704
-1,052
-18% -$109K 0.37% 42
2025
Q1 		$568K Buy
5,756
+73
+1% +$7.84K 0.4% 38
2024
Q4 		$633K Sell
5,683
-619
-10% -$65K 0.45% 39
2024
Q3 		$606K Sell
6,302
-1,034
-14% -$95.1K 0.43% 37
2024
Q2 		$728K Sell
7,336
-30
-0.4% -$3.23K 0.46% 38
2024
Q1 		$901K Buy
7,366
+112
+2% +$11.7K 0.57% 31
2023
Q4 		$655K Buy
7,254
+261
+4% +$23K 0.45% 35
2023
Q3 		$567K Buy
6,993
+632
+10% +$54K 0.42% 39
2023
Q2 		$568K Sell
6,361
-915
-13% -$86.7K 0.43% 41
2023
Q1 		$729K Sell
7,276
-3,713
-34% -$374K 0.57% 42
2022
Q4 		$955K Sell
10,989
-644
-6% -$61.6K 0.44% 50
2022
Q3 		$1.1M Buy
+11,633
New +$1.24M 0.52% 39

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

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

MGO Private Wealth sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,768 shares — an estimated $315K sold.

MGO Private Wealth first reported a position in DIS in Q3 2022 and held it in 14 quarters. The position peaked at $1.1M in Q3 2022. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • MGO Private Wealth reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • MGO Private Wealth sold 2,768 Walt Disney shares in Q1 2026, an estimated $315K.
  • MGO Private Wealth first reported a position in Walt Disney in Q3 2022 and held it in 14 quarters.
  • MGO Private Wealth's Walt Disney position peaked at $1.1M in Q3 2022.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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