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Optimize Financial’s Walt Disney DIS Stock Holding History

Optimize Financial’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
-12,804
Closed -$1.46M – 349
2025
Q4 		$1.46M Buy
12,804
+180
+1% +$19.8K 0.73% 22
2025
Q3 		$1.45M Buy
12,624
+108
+0.9% +$12.7K 0.75% 28
2025
Q2 		$1.55M Sell
12,516
-144
-1% -$15K 0.95% 38
2025
Q1 		$1.25M Buy
12,660
+1,623
+15% +$174K 0.91% 38
2024
Q4 		$1.23M Buy
+11,037
New +$1.16M 0.92% 28

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

Optimize Financial's DIS Position: Q1 2026 in Review

Optimize Financial sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 12,804 shares — an estimated $1.46M sold.

Optimize Financial first reported a position in DIS in Q4 2024 and held it in 5 quarters. The position peaked at $1.55M in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Optimize Financial reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 12,804 Walt Disney shares in Q1 2026, an estimated $1.46M.
  • Optimize Financial first reported a position in Walt Disney in Q4 2024 and held it in 5 quarters.
  • Optimize Financial's Walt Disney position peaked at $1.55M in Q2 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.