ViaWealth’s Walt Disney DIS Stock Holding History

ViaWealth’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	$229K	Sell	2,379 -128	-5%	-$13.5K	0.13%	148
2025 Q4	$285K	Sell	2,507 -321	-11%	-$35.4K	0.16%	131
2025 Q3	$324K	Sell	2,828 -577	-17%	-$68K	0.18%	131
2025 Q2	$422K	Sell	3,405 -1,451	-30%	-$151K	0.25%	114
2025 Q1	$479K	Sell	4,856 -813	-14%	-$87.4K	0.3%	101
2024 Q4	$631K	Sell	5,669 -1,317	-19%	-$138K	0.38%	82
2024 Q3	$672K	Buy	6,986 +136	+2%	+$12.5K	0.39%	81
2024 Q2	$680K	Sell	6,850 -351	-5%	-$37.8K	0.42%	72
2024 Q1	$881K	Sell	7,201 -42	-0.6%	-$4.39K	0.55%	58
2023 Q4	$654K	Sell	7,243 -1,290	-15%	-$114K	0.45%	78
2023 Q3	$692K	Sell	8,533 -325	-4%	-$27.8K	0.51%	62
2023 Q2	$791K	Sell	8,858 -590	-6%	-$55.9K	0.59%	55
2023 Q1	$946K	Buy	9,448 +930	+11%	+$93.8K	0.75%	35
2022 Q4	$807K	Buy	+8,518	New	+$815K	0.66%	49

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

ViaWealth's DIS Position: Q1 2026 in Review

ViaWealth reduced its Walt Disney (DIS) stake by 5.1% in Q1 2026, selling an estimated $13.5K and leaving 2,379 shares worth $229K. The position accounts for 0.13% of the portfolio, ranked #148.

ViaWealth first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $946K in Q1 2023. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

ViaWealth held 2,379 shares of Walt Disney worth $229K as of Q1 2026.
ViaWealth sold 128 Walt Disney shares in Q1 2026, an estimated $13.5K.
Walt Disney made up 0.13% of ViaWealth's portfolio in Q1 2026, its #148 holding.
ViaWealth first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Walt Disney position peaked at $946K in Q1 2023.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.