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Prestige Wealth Management Group’s Walt Disney DIS Stock Holding History

Prestige Wealth Management Group’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 		$183K Buy
1,898
+12
+0.6% +$1.27K 0.04% 165
2025
Q4 		$216K Sell
1,886
-4,841
-72% -$533K 0.04% 158
2025
Q3 		$770K Sell
6,727
-749
-10% -$88.2K 0.15% 78
2025
Q2 		$927K Buy
7,476
+195
+3% +$20.3K 0.19% 63
2025
Q1 		$719K Sell
7,281
-733
-9% -$78.8K 0.15% 73
2024
Q4 		$896K Sell
8,014
-8
-0.1% -$840 0.19% 64
2024
Q3 		$772K Buy
8,022
+16
+0.2% +$1.47K 0.16% 73
2024
Q2 		$795K Sell
8,006
-739
-8% -$79.6K 0.17% 63
2024
Q1 		$1.07M Sell
8,745
-350
-4% -$36.6K 0.23% 57
2023
Q4 		$824K Buy
9,095
+1,199
+15% +$106K 0.19% 63
2023
Q3 		$640K Buy
7,896
+137
+2% +$11.7K 0.16% 69
2023
Q2 		$693K Buy
7,759
+4,097
+112% +$388K 0.16% 65
2023
Q1 		$367K Sell
3,662
-66
-2% -$6.65K 0.09% 106
2022
Q4 		$324K Buy
3,728
+1,017
+38% +$97.3K 0.08% 105
2022
Q3 		$256K Sell
2,711
-773
-22% -$82.7K 0.07% 119
2022
Q2 		$329K Sell
3,484
-6,877
-66% -$763K 0.09% 103
2022
Q1 		$1.42M Sell
10,361
-1,835
-15% -$265K 0.35% 46
2021
Q4 		$1.89M Buy
12,196
+520
+4% +$84K 0.45% 33
2021
Q3 		$1.98M Buy
11,676
+1,166
+11% +$208K 0.51% 32
2021
Q2 		$1.85M Sell
10,510
-1,598
-13% -$287K 0.49% 33
2021
Q1 		$2.23M Buy
12,108
+265
+2% +$48.9K 0.61% 28
2020
Q4 		$2.15M Buy
11,843
+5,296
+81% +$760K 0.59% 30
2020
Q3 		$813K Buy
6,547
+2,434
+59% +$304K 0.25% 54
2020
Q2 		$459K Buy
4,113
+146
+4% +$16.1K 0.16% 61
2020
Q1 		$383K Sell
3,967
-1,859
-32% -$235K 0.16% 59
2019
Q4 		$843K Buy
5,826
+505
+9% +$70.5K 0.46% 38
2019
Q3 		$693K Buy
5,321
+818
+18% +$113K 0.41% 41
2019
Q2 		$629K Buy
4,503
+2,758
+158% +$366K 0.38% 44
2019
Q1 		$194K Sell
1,745
-387
-18% -$43.3K 0.12% 111
2018
Q4 		$234K Buy
+2,132
New +$242K 0.17% 102

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

Prestige Wealth Management Group's DIS Position: Q1 2026 in Review

Prestige Wealth Management Group increased its Walt Disney (DIS) stake by 0.64% in Q1 2026, buying an estimated $1.27K and bringing the position to 1,898 shares worth $183K. The position accounts for 0.04% of the portfolio, ranked #165.

Prestige Wealth Management Group first reported a position in DIS in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.23M in Q1 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Prestige Wealth Management Group held 1,898 shares of Walt Disney worth $183K as of Q1 2026.
  • Prestige Wealth Management Group bought 12 Walt Disney shares in Q1 2026, an estimated $1.27K.
  • Walt Disney made up 0.04% of Prestige Wealth Management Group's portfolio in Q1 2026, its #165 holding.
  • Prestige Wealth Management Group first reported a position in Walt Disney in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's Walt Disney position peaked at $2.23M in Q1 2021.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.