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Private Wealth Partners’s Walt Disney DIS Stock Holding History

Private 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 		$7.76M Sell
80,540
-237
-0.3% -$25K 0.6% 37
2025
Q4 		$9.19M Buy
80,777
+7,549
+10% +$831K 0.65% 34
2025
Q3 		$8.38M Sell
73,228
-851
-1% -$100K 0.6% 32
2025
Q2 		$9.19M Sell
74,079
-14,254
-16% -$1.48M 0.72% 32
2025
Q1 		$8.72M Sell
88,333
-15,983
-15% -$1.72M 0.72% 31
2024
Q4 		$11.6M Buy
104,316
+4,057
+4% +$426K 0.89% 29
2024
Q3 		$9.64M Buy
100,259
+9,604
+11% +$884K 0.77% 32
2024
Q2 		$9M Buy
90,655
+54,552
+151% +$5.87M 0.67% 33
2024
Q1 		$4.42M Sell
36,103
-470
-1% -$49.1K 0.35% 41
2023
Q4 		$3.3M Buy
36,573
+5,620
+18% +$495K 0.28% 47
2023
Q3 		$2.51M Sell
30,953
-72,726
-70% -$6.21M 0.24% 47
2023
Q2 		$9.26M Sell
103,679
-1,402
-1% -$133K 0.85% 29
2023
Q1 		$10.5M Sell
105,081
-5,515
-5% -$556K 1.05% 28
2022
Q4 		$9.61M Buy
110,596
+22,750
+26% +$2.18M 1.1% 25
2022
Q3 		$8.29M Sell
87,846
-35,823
-29% -$3.83M 1.06% 26
2022
Q2 		$11.7M Sell
123,669
-15,238
-11% -$1.69M 1.36% 23
2022
Q1 		$19.1M Buy
138,907
+15,391
+12% +$2.23M 1.71% 21
2021
Q4 		$19.1M Buy
123,516
+453
+0.4% +$73.2K 1.62% 21
2021
Q3 		$20.8M Buy
123,063
+18,950
+18% +$3.38M 1.93% 16
2021
Q2 		$18.3M Buy
104,113
+34,471
+49% +$6.2M 1.69% 18
2021
Q1 		$12.8M Buy
69,642
+5,998
+9% +$1.11M 1.36% 27
2020
Q4 		$11.5M Sell
63,644
-11,515
-15% -$1.65M 1.25% 26
2020
Q3 		$9.33M Buy
75,159
+1,275
+2% +$159K 1.09% 26
2020
Q2 		$8.24M Sell
73,884
-41,461
-36% -$4.58M 1.13% 27
2020
Q1 		$11.1M Buy
115,345
+15,046
+15% +$1.9M 1.88% 16
2019
Q4 		$14.5M Sell
100,299
-18,644
-16% -$2.6M 1.98% 17
2019
Q3 		$15.5M Sell
118,943
-558
-0.5% -$77.2K 2.41% 14
2019
Q2 		$16.7M Buy
119,501
+5,580
+5% +$740K 2.57% 13
2019
Q1 		$12.6M Buy
113,921
+597
+0.5% +$66.7K 2.08% 16
2018
Q4 		$12.4M Buy
113,324
+47
+0% +$5.34K 2.4% 13
2018
Q3 		$13.2M Buy
113,277
+229
+0.2% +$25.5K 2.02% 14
2018
Q2 		$11.8M Buy
113,048
+8,455
+8% +$865K 1.99% 16
2018
Q1 		$10.5M Buy
104,593
+15
+0% +$1.59K 1.83% 19
2017
Q4 		$11.2M Buy
104,578
+55
+0.1% +$5.67K 2.08% 13
2017
Q3 		$10.3M Sell
104,523
-71,460
-41% -$7.35M 2.07% 15
2017
Q2 		$18.7M Sell
175,983
-2,956
-2% -$324K 4.06% 3
2017
Q1 		$20.3M Sell
178,939
-5,249
-3% -$578K 4.5% 3
2016
Q4 		$19.2M Sell
184,188
-3,764
-2% -$367K 4.56% 3
2016
Q3 		$17.5M Sell
187,952
-9,530
-5% -$913K 4.19% 3
2016
Q2 		$19.3M Buy
197,482
+30,900
+19% +$3.09M 4.64% 3
2016
Q1 		$16.5M Buy
166,582
+33,805
+25% +$3.26M 3.98% 4
2015
Q4 		$14M Buy
132,777
+41,560
+46% +$4.63M 3.26% 7
2015
Q3 		$9.32M Buy
91,217
+28,820
+46% +$3.14M 2.35% 11
2015
Q2 		$7.12M Buy
62,397
+19,500
+45% +$2.14M 1.61% 22
2015
Q1 		$4.5M Buy
42,897
+50
+0.1% +$5.04K 1.04% 29
2014
Q4 		$4.04M Buy
42,847
+100
+0.2% +$9.02K 0.95% 32
2014
Q3 		$3.81M Buy
42,747
+1,338
+3% +$118K 0.84% 37
2014
Q2 		$3.55M Buy
41,409
+300
+0.7% +$24.5K 0.78% 37
2014
Q1 		$3.29M Sell
41,109
-40
-0.1% -$3.1K 0.78% 36
2013
Q4 		$3.14M Sell
41,149
-2,200
-5% -$152K 0.7% 47
2013
Q3 		$2.8M Buy
43,349
+600
+1% +$38.5K 0.66% 49
2013
Q2 		$2.7M Buy
+42,749
New +$2.7M 0.67% 43

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 Partners's DIS Position: Q1 2026 in Review

Private Wealth Partners reduced its Walt Disney (DIS) stake by 0.29% in Q1 2026, selling an estimated $25K and leaving 80,540 shares worth $7.76M. The position accounts for 0.6% of the portfolio, ranked #37.

Private Wealth Partners first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.8M in Q3 2021. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Private Wealth Partners held 80,540 shares of Walt Disney worth $7.76M as of Q1 2026.
  • Private Wealth Partners sold 237 Walt Disney shares in Q1 2026, an estimated $25K.
  • Walt Disney made up 0.6% of Private Wealth Partners's portfolio in Q1 2026, its #37 holding.
  • Private Wealth Partners first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
  • Private Wealth Partners's Walt Disney position peaked at $20.8M in Q3 2021.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.