MQWP
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Morey & Quinn Wealth Partners’s Walt Disney DIS Stock Holding History

Morey & Quinn Wealth Partners’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 		$294K Sell
3,052
-177
-5% -$18.7K 0.21% 104
2025
Q4 		$367K Sell
3,229
-10
-0.3% -$1.1K 0.26% 91
2025
Q3 		$371K Buy
3,239
+1
+0% +$118 0.27% 87
2025
Q2 		$402K Hold
3,238
– – 0.32% 79
2025
Q1 		$320K Buy
3,238
+14
+0.4% +$1.5K 0.26% 92
2024
Q4 		$359K Buy
+3,224
New +$339K 0.3% 80

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

Morey & Quinn Wealth Partners's DIS Position: Q1 2026 in Review

Morey & Quinn Wealth Partners reduced its Walt Disney (DIS) stake by 5.5% in Q1 2026, selling an estimated $18.7K and leaving 3,052 shares worth $294K. The position accounts for 0.21% of the portfolio, ranked #104.

Morey & Quinn Wealth Partners first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $402K in Q2 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Morey & Quinn Wealth Partners held 3,052 shares of Walt Disney worth $294K as of Q1 2026.
  • Morey & Quinn Wealth Partners sold 177 Walt Disney shares in Q1 2026, an estimated $18.7K.
  • Walt Disney made up 0.21% of Morey & Quinn Wealth Partners's portfolio in Q1 2026, its #104 holding.
  • Morey & Quinn Wealth Partners first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Morey & Quinn Wealth Partners's Walt Disney position peaked at $402K in Q2 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.