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Opes Wealth Management’s Walt Disney DIS Stock Holding History

Opes 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 		– Sell
-2,233
Closed -$254K – 148
2025
Q4 		$254K Sell
2,233
-622
-22% -$68.5K 0.04% 131
2025
Q3 		$327K Sell
2,855
-366
-11% -$43.1K 0.06% 115
2025
Q2 		$399K Sell
3,221
-140
-4% -$14.5K 0.07% 105
2025
Q1 		$332K Sell
3,361
-118
-3% -$12.7K 0.07% 107
2024
Q4 		$387K Buy
3,479
+626
+22% +$65.8K 0.08% 99
2024
Q3 		$274K Buy
2,853
+475
+20% +$43.7K 0.05% 116
2024
Q2 		$236K Sell
2,378
-55
-2% -$5.92K 0.05% 121
2024
Q1 		$298K Sell
2,433
-78
-3% -$8.15K 0.07% 106
2023
Q4 		$227K Sell
2,511
-236
-9% -$20.8K 0.05% 120
2023
Q3 		$223K Buy
2,747
+318
+13% +$27.2K 0.06% 114
2023
Q2 		$217K Buy
2,429
+55
+2% +$5.21K 0.06% 116
2023
Q1 		$238K Buy
+2,374
New +$239K 0.08% 98
2022
Q4 		– Sell
-2,207
Closed -$208K – 104
2022
Q3 		$208K Hold
2,207
– – 0.08% 88
2022
Q2 		$208K Buy
2,207
+620
+39% +$68.8K 0.08% 92
2022
Q1 		$218K Sell
1,587
-155
-9% -$22.4K 0.07% 98
2021
Q4 		$270K Buy
1,742
+17
+1% +$2.75K 0.08% 92
2021
Q3 		$292K Hold
1,725
– – 0.1% 81
2021
Q2 		$303K Sell
1,725
-115
-6% -$20.7K 0.11% 72
2021
Q1 		$340K Sell
1,840
-87
-5% -$16K 0.13% 68
2020
Q4 		$349K Buy
1,927
+132
+7% +$18.9K 0.17% 60
2020
Q3 		$223K Sell
1,795
-200
-10% -$25K 0.11% 73
2020
Q2 		$222K Buy
+1,995
New +$220K 0.11% 64
2020
Q1 		– Sell
-1,698
Closed -$246K – 49
2019
Q4 		$246K Sell
1,698
-23
-1% -$3.21K 0.15% 44
2019
Q3 		$224K Buy
1,721
+140
+9% +$19.4K 0.15% 48
2019
Q2 		$221K Buy
+1,581
New +$210K 0.15% 46

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

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

Opes Wealth Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,233 shares — an estimated $254K sold.

Opes Wealth Management first reported a position in DIS in Q2 2019 and held it in 25 quarters. The position peaked at $399K in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Opes Wealth Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Opes Wealth Management sold 2,233 Walt Disney shares in Q1 2026, an estimated $254K.
  • Opes Wealth Management first reported a position in Walt Disney in Q2 2019 and held it in 25 quarters.
  • Opes Wealth Management's Walt Disney position peaked at $399K in Q2 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.