Simplicity Wealth’s Walt Disney DIS Stock Holding History

Simplicity Wealth’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	$3.26M	Buy	33,778 +7,451	+28%	+$787K	0.18%	119
2025 Q4	$3M	Buy	26,327 +3,544	+16%	+$390K	0.18%	125
2025 Q3	$2.61M	Sell	22,783 -10,213	-31%	-$1.2M	0.15%	149
2025 Q2	$4.09M	Buy	32,996 +15,858	+93%	+$1.65M	0.17%	135
2025 Q1	$1.69M	Buy	17,138 +12,278	+253%	+$1.32M	0.13%	174
2024 Q4	$541K	Sell	4,860 -10,306	-68%	-$1.08M	0.11%	156
2024 Q3	$1.46M	Sell	15,166 -108,974	-88%	-$10M	0.14%	140
2024 Q2	$12.3M	Buy	124,140 +3,995	+3%	+$430K	0.28%	76
2024 Q1	$14.7M	Buy	+120,145	New	+$12.5M	0.35%	51

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

Simplicity Wealth's DIS Position: Q1 2026 in Review

Simplicity Wealth increased its Walt Disney (DIS) stake by 28% in Q1 2026, buying an estimated $787K and bringing the position to 33,778 shares worth $3.26M. The position accounts for 0.18% of the portfolio, ranked #119.

Simplicity Wealth first reported a position in DIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.7M in Q1 2024. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Simplicity Wealth held 33,778 shares of Walt Disney worth $3.26M as of Q1 2026.
Simplicity Wealth bought 7,451 Walt Disney shares in Q1 2026, an estimated $787K.
Walt Disney made up 0.18% of Simplicity Wealth's portfolio in Q1 2026, its #119 holding.
Simplicity Wealth first reported a position in Walt Disney in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Walt Disney position peaked at $14.7M in Q1 2024.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.