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

Mission 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
2024
Q4 		– Hold
0
– -$48.1K – 679
2024
Q3 		– Hold
0
– – – 671
2023
Q1 		– Hold
0
– -$8.69K – 546
2022
Q4 		– Hold
0
– – – 520
2022
Q3 		– Hold
0
– – – 506
2022
Q2 		– Hold
0
– – – 511

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

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

Mission Wealth Management reduced its Walt Disney (DIS) stake by 9.6% in Q1 2026, selling an estimated $276K and leaving 24,658 shares worth $2.38M. The position accounts for 0.05% of the portfolio, ranked #194.

Mission Wealth Management first reported a position in DIS in Q2 2015 and has held it in 44 quarters since. The position peaked at $6.66M in Q1 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Mission Wealth Management held 24,658 shares of Walt Disney worth $2.38M as of Q1 2026.
  • Mission Wealth Management sold 2,610 Walt Disney shares in Q1 2026, an estimated $276K.
  • Walt Disney made up 0.05% of Mission Wealth Management's portfolio in Q1 2026, its #194 holding.
  • Mission Wealth Management first reported a position in Walt Disney in Q2 2015 and has held it in 44 quarters since.
  • Mission Wealth Management's Walt Disney position peaked at $6.66M in Q1 2021.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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