Semus Wealth Partners’s Walt Disney DIS Stock Holding History

Semus 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	$212K	Sell	2,199 -40	-2%	-$4.23K	0.12%	100
2025 Q4	$255K	Buy	2,239 +38	+2%	+$4.18K	0.14%	91
2025 Q3	$252K	Sell	2,201 -32	-1%	-$3.77K	0.14%	92
2025 Q2	$277K	Buy	2,233 +140	+7%	+$14.5K	0.18%	89
2025 Q1	$207K	Buy	2,093 +52	+3%	+$5.59K	0.14%	103
2024 Q4	$227K	Buy	+2,041	New	+$214K	0.15%	99
2024 Q2	–	Sell	-1,911	Closed	-$234K	–	117
2024 Q1	$234K	Buy	+1,911	New	+$200K	0.2%	110
2023 Q3	–	Sell	-2,242	Closed	-$200K	–	117
2023 Q2	$200K	Sell	2,242 -411	-15%	-$38.9K	0.18%	110
2023 Q1	$266K	Sell	2,653 -85	-3%	-$8.57K	0.29%	87
2022 Q4	$238K	Buy	+2,738	New	+$262K	0.29%	90

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

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

Semus Wealth Partners reduced its Walt Disney (DIS) stake by 1.8% in Q1 2026, selling an estimated $4.23K and leaving 2,199 shares worth $212K. The position accounts for 0.12% of the portfolio, ranked #100.

Semus Wealth Partners first reported a position in DIS in Q4 2022 and has held it in 10 quarters since. The position peaked at $277K in Q2 2025. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Semus Wealth Partners held 2,199 shares of Walt Disney worth $212K as of Q1 2026.
Semus Wealth Partners sold 40 Walt Disney shares in Q1 2026, an estimated $4.23K.
Walt Disney made up 0.12% of Semus Wealth Partners's portfolio in Q1 2026, its #100 holding.
Semus Wealth Partners first reported a position in Walt Disney in Q4 2022 and has held it in 10 quarters since.
Semus Wealth Partners's Walt Disney position peaked at $277K in Q2 2025.
2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.