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VCI Wealth Management’s Walt Disney DIS Stock Holding History

VCI 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 		$939K Sell
9,742
-7,433
-43% -$786K 0.26% 83
2025
Q4 		$1.95M Buy
17,175
+4,498
+35% +$495K 0.54% 48
2025
Q3 		$1.45M Buy
+12,677
New +$1.49M 0.44% 51
2024
Q4 		– Sell
-15,042
Closed -$1.45M – 88
2024
Q3 		$1.45M Buy
+15,042
New +$1.38M 0.64% 46
2024
Q1 		– Sell
-3,112
Closed -$281K – 112
2023
Q4 		$281K Buy
+3,112
New +$274K 0.17% 92

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

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

VCI Wealth Management reduced its Walt Disney (DIS) stake by 43% in Q1 2026, selling an estimated $786K and leaving 9,742 shares worth $939K. The position accounts for 0.26% of the portfolio, ranked #83.

VCI Wealth Management first reported a position in DIS in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.95M in Q4 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • VCI Wealth Management held 9,742 shares of Walt Disney worth $939K as of Q1 2026.
  • VCI Wealth Management sold 7,433 Walt Disney shares in Q1 2026, an estimated $786K.
  • Walt Disney made up 0.26% of VCI Wealth Management's portfolio in Q1 2026, its #83 holding.
  • VCI Wealth Management first reported a position in Walt Disney in Q4 2023 and has held it in 5 quarters since.
  • VCI Wealth Management's Walt Disney position peaked at $1.95M in Q4 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.