MWM
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Mindset Wealth Management’s Walt Disney DIS Stock Holding History

Mindset 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 		$263K Sell
2,731
-158
-5% -$16.7K 0.07% 135
2025
Q4 		$329K Sell
2,889
-193
-6% -$21.3K 0.09% 118
2025
Q3 		$353K Sell
3,082
-200
-6% -$23.6K 0.1% 108
2025
Q2 		$407K Sell
3,282
-187
-5% -$19.4K 0.13% 86
2025
Q1 		$342K Buy
3,469
+113
+3% +$12.1K 0.13% 87
2024
Q4 		$374K Sell
3,356
-656
-16% -$68.9K 0.14% 82
2024
Q3 		$386K Buy
+4,012
New +$369K 0.16% 76

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

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

Mindset Wealth Management reduced its Walt Disney (DIS) stake by 5.5% in Q1 2026, selling an estimated $16.7K and leaving 2,731 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #135.

Mindset Wealth Management first reported a position in DIS in Q3 2024 and has held it in 7 quarters since. The position peaked at $407K in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Mindset Wealth Management held 2,731 shares of Walt Disney worth $263K as of Q1 2026.
  • Mindset Wealth Management sold 158 Walt Disney shares in Q1 2026, an estimated $16.7K.
  • Walt Disney made up 0.07% of Mindset Wealth Management's portfolio in Q1 2026, its #135 holding.
  • Mindset Wealth Management first reported a position in Walt Disney in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Walt Disney position peaked at $407K in Q2 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.