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

Private 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 		$139K Buy
1,447
+39
+3% +$4.12K 0.04% 110
2025
Q4 		$160K Sell
1,408
-109
-7% -$12K 0.04% 94
2025
Q3 		$174K Buy
1,517
+57
+4% +$6.71K 0.05% 91
2025
Q2 		$181K Sell
1,460
-10
-0.7% -$1.04K 0.06% 86
2025
Q1 		$145K Sell
1,470
-699
-32% -$75.1K 0.05% 92
2024
Q4 		$242K Buy
2,169
+1,399
+182% +$147K 0.09% 74
2024
Q3 		$74.1K Sell
770
-12
-2% -$1.1K 0.03% 132
2024
Q2 		$77.6K Hold
782
– – 0.03% 123
2024
Q1 		$95.7K Sell
782
-383
-33% -$40K 0.04% 102
2023
Q4 		$105K Buy
+1,165
New +$103K 0.05% 96

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

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

Private Wealth Management Group increased its Walt Disney (DIS) stake by 2.8% in Q1 2026, buying an estimated $4.12K and bringing the position to 1,447 shares worth $139K. The position accounts for 0.04% of the portfolio, ranked #110.

Private Wealth Management Group first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $242K in Q4 2024. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Private Wealth Management Group held 1,447 shares of Walt Disney worth $139K as of Q1 2026.
  • Private Wealth Management Group bought 39 Walt Disney shares in Q1 2026, an estimated $4.12K.
  • Walt Disney made up 0.04% of Private Wealth Management Group's portfolio in Q1 2026, its #110 holding.
  • Private Wealth Management Group first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Walt Disney position peaked at $242K in Q4 2024.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.