VWM
DIS icon

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
Q2 		– Sell
-9,742
Closed -$939K – 106
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 $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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

VCI Wealth Management's DIS Position: Q2 2026 in Review

VCI Wealth Management sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 9,742 shares — an estimated $939K sold.

VCI Wealth Management first reported a position in DIS in Q4 2023 and held it in 5 quarters. The position peaked at $1.95M in Q4 2025. 2,942 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • VCI Wealth Management reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • VCI Wealth Management sold 9,742 Walt Disney shares in Q2 2026, an estimated $939K.
  • VCI Wealth Management first reported a position in Walt Disney in Q4 2023 and held it in 5 quarters.
  • VCI Wealth Management's Walt Disney position peaked at $1.95M in Q4 2025.
  • 2,942 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.