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Sculati Wealth Management’s Walt Disney DIS Stock Holding History

Sculati Wealth Management’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 		$1.62M Sell
16,806
-1,359
-7% -$144K 0.6% 50
2025
Q4 		$2.07M Sell
18,165
-129
-0.7% -$14.2K 0.73% 45
2025
Q3 		$2.09M Sell
18,294
-335
-2% -$39.5K 0.74% 43
2025
Q2 		$2.31M Sell
18,629
-764
-4% -$79.4K 0.87% 41
2025
Q1 		$1.91M Buy
19,393
+592
+3% +$63.6K 0.77% 37
2024
Q4 		$2.09M Buy
18,801
+163
+0.9% +$17.1K 0.83% 38
2024
Q3 		$1.79M Sell
18,638
-344
-2% -$31.7K 0.72% 42
2024
Q2 		$1.88M Buy
18,982
+267
+1% +$28.7K 0.81% 44
2024
Q1 		$2.29M Buy
18,715
+144
+0.8% +$15K 0.99% 35
2023
Q4 		$1.68M Buy
18,571
+169
+0.9% +$14.9K 0.78% 45
2023
Q3 		$1.49M Buy
18,402
+1,209
+7% +$103K 0.76% 46
2023
Q2 		$1.54M Sell
17,193
-120
-0.7% -$11.4K 0.77% 45
2023
Q1 		$1.73M Buy
17,313
+666
+4% +$67.1K 0.92% 38
2022
Q4 		$1.45M Buy
16,647
+52
+0.3% +$4.97K 0.81% 41
2022
Q3 		$1.56M Sell
16,595
-147
-0.9% -$15.7K 0.92% 35
2022
Q2 		$1.58M Buy
16,742
+375
+2% +$41.6K 0.9% 40
2022
Q1 		$2.25M Buy
16,367
+181
+1% +$26.2K 1.1% 26
2021
Q4 		$2.51M Buy
16,186
+217
+1% +$35K 1.21% 24
2021
Q3 		$2.7M Buy
15,969
+94
+0.6% +$16.8K 1.43% 21
2021
Q2 		$2.79M Buy
15,875
+96
+0.6% +$17.3K 1.48% 19
2021
Q1 		$2.91M Sell
15,779
-375
-2% -$69.2K 1.68% 12
2020
Q4 		$2.93M Buy
16,154
+275
+2% +$39.5K 1.92% 11
2020
Q3 		$1.97M Buy
15,879
+379
+2% +$47.4K 1.48% 21
2020
Q2 		$1.73M Buy
15,500
+418
+3% +$46.1K 1.46% 21
2020
Q1 		$1.46M Buy
15,082
+1,535
+11% +$194K 1.6% 17
2019
Q4 		$1.96M Buy
+13,547
New +$1.89M 1.76% 12

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

Sculati Wealth Management's DIS Position: Q1 2026 in Review

Sculati Wealth Management reduced its Walt Disney (DIS) stake by 7.5% in Q1 2026, selling an estimated $144K and leaving 16,806 shares worth $1.62M. The position accounts for 0.6% of the portfolio, ranked #50.

Sculati Wealth Management first reported a position in DIS in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.93M in Q4 2020. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Sculati Wealth Management held 16,806 shares of Walt Disney worth $1.62M as of Q1 2026.
  • Sculati Wealth Management sold 1,359 Walt Disney shares in Q1 2026, an estimated $144K.
  • Walt Disney made up 0.6% of Sculati Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Sculati Wealth Management first reported a position in Walt Disney in Q4 2019 and has held it in 26 quarters since.
  • Sculati Wealth Management's Walt Disney position peaked at $2.93M in Q4 2020.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.