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Towercrest Capital Management’s Walt Disney DIS Stock Holding History

Towercrest Capital 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 		$220K Hold
2,283
– – 0.03% 95
2025
Q4 		$260K Hold
2,283
– – 0.04% 89
2025
Q3 		$261K Sell
2,283
-15
-0.7% -$1.77K 0.04% 87
2025
Q2 		$285K Hold
2,298
– – 0.05% 80
2025
Q1 		$227K Sell
2,298
-535
-19% -$57.5K 0.04% 83
2024
Q4 		$316K Buy
2,833
+3
+0.1% +$315 0.05% 86
2024
Q3 		$272K Sell
2,830
-26
-0.9% -$2.39K 0.04% 93
2024
Q2 		$284K Buy
2,856
+12
+0.4% +$1.29K 0.05% 93
2024
Q1 		$348K Sell
2,844
-2
-0.1% -$209 0.06% 85
2023
Q4 		$257K Sell
2,846
-1,133
-28% -$99.9K 0.05% 93
2023
Q3 		$322K Buy
3,979
+40
+1% +$3.42K 0.06% 83
2023
Q2 		$352K Buy
3,939
+224
+6% +$21.2K 0.07% 81
2023
Q1 		$372K Hold
3,715
– – 0.08% 70
2022
Q4 		$323K Buy
3,715
+175
+5% +$16.7K 0.07% 71
2022
Q3 		$334K Buy
3,540
+1
+0% +$107 0.08% 66
2022
Q2 		$334K Buy
3,539
+8
+0.2% +$888 0.07% 68
2022
Q1 		$484K Buy
3,531
+9
+0.3% +$1.3K 0.09% 62
2021
Q4 		$545K Hold
3,522
– – 0.1% 58
2021
Q3 		$596K Buy
3,522
+902
+34% +$161K 0.11% 57
2021
Q2 		$460K Buy
2,620
+53
+2% +$9.53K 0.09% 61
2021
Q1 		$474K Sell
2,567
-15
-0.6% -$2.77K 0.1% 59
2020
Q4 		$468K Buy
+2,582
New +$371K 0.11% 58

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

Towercrest Capital Management's DIS Position: Q1 2026 in Review

Towercrest Capital Management held its Walt Disney (DIS) position steady in Q1 2026 at 2,283 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #95.

Towercrest Capital Management first reported a position in DIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $596K in Q3 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Towercrest Capital Management held 2,283 shares of Walt Disney worth $220K as of Q1 2026.
  • Towercrest Capital Management left its Walt Disney share count unchanged in Q1 2026.
  • Walt Disney made up 0.03% of Towercrest Capital Management's portfolio in Q1 2026, its #95 holding.
  • Towercrest Capital Management first reported a position in Walt Disney in Q4 2020 and has held it in 22 quarters since.
  • Towercrest Capital Management's Walt Disney position peaked at $596K in Q3 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.