PWMG
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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
2024
Q1 		– Hold
0
– -$45.1K – 1027
2023
Q4 		– Hold
0
– – – 250
2023
Q3 		– Hold
0
– – – 99
2023
Q2 		– Hold
0
– – – 113
2023
Q1 		– Hold
0
– -$43.4K – 1085
2022
Q4 		– Hold
0
– – – 270

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. 2,986 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.
  • 2,986 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.