Premier Path Wealth Partners’s Walt Disney DIS Stock Holding History

Premier Path Wealth Partners’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	$1.91M	Sell	19,781 -1,255	-6%	-$133K	0.25%	91
2025 Q4	$2.39M	Sell	21,036 -29	-0.1%	-$3.19K	0.31%	74
2025 Q3	$2.41M	Sell	21,065 -163	-0.8%	-$19.2K	0.31%	73
2025 Q2	$2.63M	Buy	21,228 +1,647	+8%	+$171K	0.37%	61
2025 Q1	$1.93M	Sell	19,581 -106	-0.5%	-$11.4K	0.3%	80
2024 Q4	$2.19M	Sell	19,687 -1,990	-9%	-$209K	0.33%	69
2024 Q3	$2.09M	Sell	21,677 -250	-1%	-$23K	0.33%	73
2024 Q2	$2.18M	Buy	21,927 +1,040	+5%	+$112K	0.37%	64
2024 Q1	$2.55M	Buy	20,887 +434	+2%	+$45.3K	0.48%	43
2023 Q4	$1.86M	Buy	+20,453	New	+$1.8M	0.41%	52

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Premier Path Wealth Partners's DIS Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Walt Disney (DIS) stake by 6% in Q1 2026, selling an estimated $133K and leaving 19,781 shares worth $1.91M. The position accounts for 0.25% of the portfolio, ranked #91.

Premier Path Wealth Partners first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.63M in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Premier Path Wealth Partners held 19,781 shares of Walt Disney worth $1.91M as of Q1 2026.
Premier Path Wealth Partners sold 1,255 Walt Disney shares in Q1 2026, an estimated $133K.
Walt Disney made up 0.25% of Premier Path Wealth Partners's portfolio in Q1 2026, its #91 holding.
Premier Path Wealth Partners first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's Walt Disney position peaked at $2.63M in Q2 2025.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.