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Prosperity Financial Group’s Walt Disney DIS Stock Holding History

Prosperity Financial 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 		– Sell
-2,090
Closed -$238K – 190
2025
Q4 		$238K Buy
2,090
+247
+13% +$27.2K 0.09% 158
2025
Q3 		$211K Buy
1,843
+216
+13% +$25.4K 0.08% 165
2025
Q2 		$202K Buy
+1,627
New +$169K 0.09% 157
2024
Q4 		– Sell
-5,792
Closed -$557K – 181
2024
Q3 		$557K Buy
5,792
+378
+7% +$34.8K 0.31% 78
2024
Q2 		$538K Buy
5,414
+368
+7% +$39.6K 0.34% 72
2024
Q1 		$617K Buy
5,046
+16
+0.3% +$1.67K 0.38% 65
2023
Q4 		$454K Sell
5,030
-99
-2% -$8.73K 0.32% 70
2023
Q3 		$416K Sell
5,129
-816
-14% -$69.7K 0.34% 67
2023
Q2 		$531K Buy
5,945
+622
+12% +$58.9K 0.47% 50
2023
Q1 		$533K Sell
5,323
-2,794
-34% -$282K 0.54% 47
2022
Q4 		$705K Buy
+8,117
New +$776K 0.76% 33

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

Prosperity Financial Group's DIS Position: Q1 2026 in Review

Prosperity Financial Group sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,090 shares — an estimated $238K sold.

Prosperity Financial Group first reported a position in DIS in Q4 2022 and held it in 11 quarters. The position peaked at $705K in Q4 2022. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Prosperity Financial Group reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Prosperity Financial Group sold 2,090 Walt Disney shares in Q1 2026, an estimated $238K.
  • Prosperity Financial Group first reported a position in Walt Disney in Q4 2022 and held it in 11 quarters.
  • Prosperity Financial Group's Walt Disney position peaked at $705K in Q4 2022.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.