TWM
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Tortuga Wealth Management’s Walt Disney DIS Stock Holding History

Tortuga 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 		$206K Buy
2,135
+312
+17% +$33K 0.19% 110
2025
Q4 		$207K Buy
+1,823
New +$201K 0.22% 95

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

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

Tortuga Wealth Management increased its Walt Disney (DIS) stake by 17% in Q1 2026, buying an estimated $33K and bringing the position to 2,135 shares worth $206K. The position accounts for 0.19% of the portfolio, ranked #110.

Tortuga Wealth Management first reported a position in DIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $207K in Q4 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Tortuga Wealth Management held 2,135 shares of Walt Disney worth $206K as of Q1 2026.
  • Tortuga Wealth Management bought 312 Walt Disney shares in Q1 2026, an estimated $33K.
  • Walt Disney made up 0.19% of Tortuga Wealth Management's portfolio in Q1 2026, its #110 holding.
  • Tortuga Wealth Management first reported a position in Walt Disney in Q4 2025 and has held it in 2 quarters since.
  • Tortuga Wealth Management's Walt Disney position peaked at $207K in Q4 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.