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TCFG Wealth Management’s Walt Disney DIS Stock Holding History

TCFG 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 		$672K Sell
6,969
-393
-5% -$41.5K 0.25% 98
2025
Q4 		$838K Buy
7,362
+2,185
+42% +$241K 0.33% 76
2025
Q3 		$593K Buy
5,177
+191
+4% +$22.5K 0.23% 107
2025
Q2 		$618K Sell
4,986
-54
-1% -$5.61K 0.28% 93
2025
Q1 		$497K Sell
5,040
-35
-0.7% -$3.76K 0.25% 106
2024
Q4 		$565K Buy
5,075
+154
+3% +$16.2K 0.28% 90
2024
Q3 		$473K Buy
+4,921
New +$453K 0.24% 102

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

TCFG Wealth Management reduced its Walt Disney (DIS) stake by 5.3% in Q1 2026, selling an estimated $41.5K and leaving 6,969 shares worth $672K. The position accounts for 0.25% of the portfolio, ranked #98.

TCFG Wealth Management first reported a position in DIS in Q3 2024 and has held it in 7 quarters since. The position peaked at $838K in Q4 2025. 3,009 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • TCFG Wealth Management held 6,969 shares of Walt Disney worth $672K as of Q1 2026.
  • TCFG Wealth Management sold 393 Walt Disney shares in Q1 2026, an estimated $41.5K.
  • Walt Disney made up 0.25% of TCFG Wealth Management's portfolio in Q1 2026, its #98 holding.
  • TCFG Wealth Management first reported a position in Walt Disney in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Walt Disney position peaked at $838K in Q4 2025.
  • 3,009 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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