Sterling Group Wealth Management’s Walt Disney DIS Stock Holding History

Sterling Group 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	$201K	Buy	+2,087	New	+$221K	0.1%	57
2025 Q3	–	Sell	-1,741	Closed	-$216K	–	55
2025 Q2	$216K	Buy	+1,741	New	+$181K	0.12%	50
2023 Q3	–	Sell	-2,339	Closed	-$209K	–	50
2023 Q2	$209K	Hold	2,339	–	–	0.18%	49
2023 Q1	$234K	Sell	2,339 -323	-12%	-$32.6K	0.22%	45
2022 Q4	$231K	Buy	+2,662	New	+$255K	0.23%	43

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

Sterling Group Wealth Management's DIS Position: Q1 2026 in Review

Sterling Group Wealth Management opened a new position in Walt Disney (DIS) in Q1 2026: 2,087 shares worth $201K. The stake represents 0.1% of the portfolio and ranks #57 among its holdings. This is a return to the name: Sterling Group Wealth Management previously reported a position in DIS as recently as Q2 2025.

Sterling Group Wealth Management first reported a position in DIS in Q4 2022 and has held it in 5 quarters since. The position peaked at $234K in Q1 2023. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Sterling Group Wealth Management held 2,087 shares of Walt Disney worth $201K as of Q1 2026.
Walt Disney was a new Sterling Group Wealth Management position in Q1 2026.
Walt Disney made up 0.1% of Sterling Group Wealth Management's portfolio in Q1 2026, its #57 holding.
Sterling Group Wealth Management first reported a position in Walt Disney in Q4 2022 and has held it in 5 quarters since.
Sterling Group Wealth Management's Walt Disney position peaked at $234K in Q1 2023.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.