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Osprey Private Wealth’s Walt Disney DIS Stock Holding History

Osprey Private Wealth’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 		$5.96M Buy
61,855
+6,065
+11% +$641K 1.73% 25
2025
Q4 		$6.35M Buy
55,790
+9,635
+21% +$1.06M 1.83% 21
2025
Q3 		$5.28M Buy
46,155
+10,605
+30% +$1.25M 1.92% 20
2025
Q2 		$4.41M Sell
35,550
-175
-0.5% -$18.2K 2.4% 17
2025
Q1 		$3.53M Buy
35,725
+6,740
+23% +$724K 2.09% 22
2024
Q4 		$3.23M Buy
28,985
+750
+3% +$78.8K 2.25% 18
2024
Q3 		$2.72M Buy
+28,235
New +$2.6M 1.9% 23

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

Osprey Private Wealth's DIS Position: Q1 2026 in Review

Osprey Private Wealth increased its Walt Disney (DIS) stake by 11% in Q1 2026, buying an estimated $641K and bringing the position to 61,855 shares worth $5.96M. The position accounts for 1.73% of the portfolio, ranked #25.

Osprey Private Wealth first reported a position in DIS in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.35M in Q4 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Osprey Private Wealth held 61,855 shares of Walt Disney worth $5.96M as of Q1 2026.
  • Osprey Private Wealth bought 6,065 Walt Disney shares in Q1 2026, an estimated $641K.
  • Walt Disney made up 1.73% of Osprey Private Wealth's portfolio in Q1 2026, its #25 holding.
  • Osprey Private Wealth first reported a position in Walt Disney in Q3 2024 and has held it in 7 quarters since.
  • Osprey Private Wealth's Walt Disney position peaked at $6.35M in Q4 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Osprey Private Wealth's 13F filing for Q1 2026, filed 1 May 2026.