Quotient Wealth Partners’s Walt Disney DIS Stock Holding History

Quotient 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	$896K	Buy	9,301 +123	+1%	+$13K	0.02%	127
2025 Q4	$1.04M	Sell	9,178 -779	-8%	-$85.8K	0.03%	118
2025 Q3	$1.14M	Sell	9,957 -426	-4%	-$50.2K	0.03%	104
2025 Q2	$1.29M	Sell	10,383 -1,006	-9%	-$105K	0.04%	102
2025 Q1	$1.12M	Buy	11,389 +158	+1%	+$17K	0.04%	103
2024 Q4	$1.25M	Sell	11,231 -505	-4%	-$53K	0.04%	89
2024 Q3	$1.13M	Sell	11,736 -2,743	-19%	-$252K	0.04%	101
2024 Q2	$1.44M	Sell	14,479 -12,989	-47%	-$1.4M	0.05%	80
2024 Q1	$3.36M	Sell	27,468 -14,108	-34%	-$1.47M	0.12%	54
2023 Q4	$3.75M	Buy	+41,576	New	+$3.67M	0.15%	67

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Quotient Wealth Partners's DIS Position: Q1 2026 in Review

Quotient Wealth Partners increased its Walt Disney (DIS) stake by 1.3% in Q1 2026, buying an estimated $13K and bringing the position to 9,301 shares worth $896K. The position accounts for 0.02% of the portfolio, ranked #127.

Quotient Wealth Partners first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.75M in Q4 2023. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Quotient Wealth Partners held 9,301 shares of Walt Disney worth $896K as of Q1 2026.
Quotient Wealth Partners bought 123 Walt Disney shares in Q1 2026, an estimated $13K.
Walt Disney made up 0.02% of Quotient Wealth Partners's portfolio in Q1 2026, its #127 holding.
Quotient Wealth Partners first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Walt Disney position peaked at $3.75M in Q4 2023.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.