Twin City Private Wealth’s Walt Disney DIS Stock Holding History

Twin City Private 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	$1.24M	Buy	12,902 +650	+5%	+$68.7K	0.94%	42
2025 Q4	$1.4M	Buy	12,252 +631	+5%	+$69.5K	1.06%	37
2025 Q3	$1.33M	Buy	11,621 +956	+9%	+$113K	1.04%	38
2025 Q2	$1.32M	Sell	10,665 -625	-6%	-$64.9K	1.08%	35
2025 Q1	$1.11M	Buy	11,290 +1,137	+11%	+$122K	0.98%	39
2024 Q4	$1.13M	Buy	10,153 +1,578	+18%	+$166K	1%	38
2024 Q3	$825K	Buy	8,575 +222	+3%	+$20.4K	0.71%	56
2024 Q2	$829K	Buy	8,353 +1,019	+14%	+$110K	0.78%	50
2024 Q1	$897K	Buy	+7,334	New	+$766K	0.88%	44

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

Twin City Private Wealth's DIS Position: Q1 2026 in Review

Twin City Private Wealth increased its Walt Disney (DIS) stake by 5.3% in Q1 2026, buying an estimated $68.7K and bringing the position to 12,902 shares worth $1.24M. The position accounts for 0.94% of the portfolio, ranked #42.

Twin City Private Wealth first reported a position in DIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.4M in Q4 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Twin City Private Wealth held 12,902 shares of Walt Disney worth $1.24M as of Q1 2026.
Twin City Private Wealth bought 650 Walt Disney shares in Q1 2026, an estimated $68.7K.
Walt Disney made up 0.94% of Twin City Private Wealth's portfolio in Q1 2026, its #42 holding.
Twin City Private Wealth first reported a position in Walt Disney in Q1 2024 and has held it in 9 quarters since.
Twin City Private Wealth's Walt Disney position peaked at $1.4M in Q4 2025.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.