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Personal CFO Solutions’s Walt Disney DIS Stock Holding History

Personal CFO Solutions’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 		$1.04M Buy
10,809
+888
+9% +$93.9K 0.15% 123
2025
Q4 		$1.13M Buy
9,921
+642
+7% +$70.7K 0.18% 103
2025
Q3 		$1.06M Buy
9,279
+2,192
+31% +$258K 0.19% 108
2025
Q2 		$879K Sell
7,087
-148
-2% -$15.4K 0.16% 137
2025
Q1 		$714K Buy
7,235
+1,334
+23% +$143K 0.15% 156
2024
Q4 		$657K Buy
5,901
+293
+5% +$30.8K 0.13% 169
2024
Q3 		$539K Buy
5,608
+245
+5% +$22.5K 0.08% 247
2024
Q2 		$532K Sell
5,363
-164
-3% -$17.7K 0.08% 238
2024
Q1 		$676K Buy
5,527
+420
+8% +$43.9K 0.11% 198
2023
Q4 		$461K Sell
5,107
-661
-11% -$58.3K 0.08% 246
2023
Q3 		$468K Sell
5,768
-167
-3% -$14.3K 0.09% 208
2023
Q2 		$530K Buy
5,935
+1,275
+27% +$121K 0.11% 193
2023
Q1 		$467K Buy
4,660
+230
+5% +$23.2K 0.1% 205
2022
Q4 		$385K Buy
4,430
+910
+26% +$87K 0.08% 231
2022
Q3 		$332K Sell
3,520
-331
-9% -$35.4K 0.08% 231
2022
Q2 		$364K Buy
3,851
+49
+1% +$5.44K 0.09% 218
2022
Q1 		$522K Buy
3,802
+181
+5% +$26.2K 0.1% 194
2021
Q4 		$561K Buy
3,621
+669
+23% +$108K 0.11% 181
2021
Q3 		$499K Buy
2,952
+127
+4% +$22.6K 0.1% 192
2021
Q2 		$497K Buy
2,825
+132
+5% +$23.7K 0.1% 185
2021
Q1 		$497K Buy
2,693
+149
+6% +$27.5K 0.11% 176
2020
Q4 		$461K Buy
2,544
+91
+4% +$13.1K 0.11% 179
2020
Q3 		$0 Buy
2,453
+124
+5% +$15.5K ﹤0.01% 186
2020
Q2 		$260K Buy
+2,329
New +$257K 0.08% 233

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

Personal CFO Solutions's DIS Position: Q1 2026 in Review

Personal CFO Solutions increased its Walt Disney (DIS) stake by 9% in Q1 2026, buying an estimated $93.9K and bringing the position to 10,809 shares worth $1.04M. The position accounts for 0.15% of the portfolio, ranked #123.

Personal CFO Solutions first reported a position in DIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.13M in Q4 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Personal CFO Solutions held 10,809 shares of Walt Disney worth $1.04M as of Q1 2026.
  • Personal CFO Solutions bought 888 Walt Disney shares in Q1 2026, an estimated $93.9K.
  • Walt Disney made up 0.15% of Personal CFO Solutions's portfolio in Q1 2026, its #123 holding.
  • Personal CFO Solutions first reported a position in Walt Disney in Q2 2020 and has held it in 24 quarters since.
  • Personal CFO Solutions's Walt Disney position peaked at $1.13M in Q4 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.