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Pasadena Private Wealth’s Walt Disney DIS Stock Holding History

Pasadena 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 		– Sell
-1,000
Closed -$4.7K – 284
2025
Q4 		$4.7K Hold
1,000
– – ﹤0.01% 263
2025
Q3 		$5.4K Sell
1,000
-1,000
-50% -$118K ﹤0.01% 215
2025
Q2 		$520 Buy
+2,000
New +$208K ﹤0.01% 201

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Pasadena Private Wealth sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,478 shares — an estimated $282K sold.

Pasadena Private Wealth first reported a position in DIS in Q2 2025 and held it in 3 quarters. The position peaked at $406K in Q3 2025. 3,009 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Pasadena Private Wealth reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Pasadena Private Wealth sold 2,478 Walt Disney shares in Q1 2026, an estimated $282K.
  • Pasadena Private Wealth first reported a position in Walt Disney in Q2 2025 and held it in 3 quarters.
  • Pasadena Private Wealth's Walt Disney position peaked at $406K in Q3 2025.
  • 3,009 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Pasadena Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.