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Vicus Capital’s Walt Disney DIS Stock Holding History

Vicus Capital’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 		$253K Sell
2,626
-391
-13% -$41.3K 0.02% 233
2025
Q4 		$343K Sell
3,017
-236
-7% -$26K 0.03% 204
2025
Q3 		$372K Sell
3,253
-132
-4% -$15.5K 0.03% 202
2025
Q2 		$420K Buy
3,385
+40
+1% +$4.16K 0.03% 173
2025
Q1 		$330K Sell
3,345
-2,975
-47% -$320K 0.03% 179
2024
Q4 		$704K Buy
6,320
+325
+5% +$34.1K 0.06% 114
2024
Q3 		$577K Sell
5,995
-1,382
-19% -$127K 0.05% 129
2024
Q2 		$732K Sell
7,377
-124
-2% -$13.3K 0.07% 118
2024
Q1 		$918K Buy
7,501
+1,595
+27% +$167K 0.08% 100
2023
Q4 		$533K Sell
5,906
-1,111
-16% -$97.9K 0.05% 128
2023
Q3 		$569K Buy
7,017
+927
+15% +$79.2K 0.06% 130
2023
Q2 		$544K Sell
6,090
-220
-3% -$20.8K 0.06% 129
2023
Q1 		$632K Sell
6,310
-319
-5% -$32.2K 0.07% 117
2022
Q4 		$576K Sell
6,629
-1,185
-15% -$113K 0.07% 116
2022
Q3 		$737K Sell
7,814
-169
-2% -$18.1K 0.09% 117
2022
Q2 		$754K Sell
7,983
-133
-2% -$14.8K 0.09% 118
2022
Q1 		$1.11M Buy
8,116
+300
+4% +$43.4K 0.11% 99
2021
Q4 		$1.09M Buy
+7,816
New +$1.26M 0.11% 100
2021
Q2 		– Sell
-8,317
Closed -$1.53M – 179
2021
Q1 		$1.53M Buy
8,317
+423
+5% +$78K 0.18% 69
2020
Q4 		$1.43M Sell
7,894
-635
-7% -$91.1K 0.18% 66
2020
Q3 		$1.06M Sell
8,529
-727
-8% -$90.9K 0.15% 78
2020
Q2 		$1.03M Sell
9,256
-2,258
-20% -$249K 0.16% 77
2020
Q1 		$1.11M Buy
11,514
+3,019
+36% +$382K 0.21% 68
2019
Q4 		$1.23M Sell
8,495
-1,509
-15% -$211K 0.19% 72
2019
Q3 		$1.3M Buy
10,004
+2,349
+31% +$325K 0.18% 84
2019
Q2 		$1.07M Buy
7,655
+706
+10% +$93.6K 0.15% 99
2019
Q1 		$771K Buy
6,949
+866
+14% +$96.8K 0.12% 117
2018
Q4 		$667K Buy
6,083
+748
+14% +$85K 0.12% 121
2018
Q3 		$624K Buy
5,335
+408
+8% +$45.4K 0.1% 132
2018
Q2 		$516K Buy
4,927
+249
+5% +$25.5K 0.09% 144
2018
Q1 		$470K Sell
4,678
-232
-5% -$24.7K 0.08% 153
2017
Q4 		$528K Buy
4,910
+1,331
+37% +$137K 0.09% 147
2017
Q3 		$353K Sell
3,579
-566
-14% -$58.2K 0.07% 166
2017
Q2 		$440K Sell
4,145
-1,515
-27% -$166K 0.09% 155
2017
Q1 		$642K Buy
5,660
+67
+1% +$7.38K 0.14% 124
2016
Q4 		$583K Buy
5,593
+2,416
+76% +$236K 0.13% 128
2016
Q3 		$295K Buy
+3,177
New +$304K 0.07% 175
2015
Q2 		– Sell
-1,692
Closed -$177 – 190
2015
Q1 		$177 Buy
+1,692
New +$171K 0.03% 178
2014
Q3 		– Sell
-2,410
Closed -$207K – 164
2014
Q2 		$207K Buy
+2,410
New +$197K 0.07% 143

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

Vicus Capital's DIS Position: Q1 2026 in Review

Vicus Capital reduced its Walt Disney (DIS) stake by 13% in Q1 2026, selling an estimated $41.3K and leaving 2,626 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #233.

Vicus Capital first reported a position in DIS in Q2 2014 and has held it in 39 quarters since. The position peaked at $1.53M in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Vicus Capital held 2,626 shares of Walt Disney worth $253K as of Q1 2026.
  • Vicus Capital sold 391 Walt Disney shares in Q1 2026, an estimated $41.3K.
  • Walt Disney made up 0.02% of Vicus Capital's portfolio in Q1 2026, its #233 holding.
  • Vicus Capital first reported a position in Walt Disney in Q2 2014 and has held it in 39 quarters since.
  • Vicus Capital's Walt Disney position peaked at $1.53M in Q1 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.