WWC
DIS icon

Waypoint Wealth Counsel’s Walt Disney DIS Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-3,298
Closed -$375K – 252
2025
Q4 		$375K Buy
3,298
+1,034
+46% +$114K 0.14% 146
2025
Q3 		$259K Sell
2,264
-72
-3% -$8.48K 0.1% 200
2025
Q2 		$290K Sell
2,336
-332
-12% -$34.5K 0.14% 120
2025
Q1 		$263K Buy
2,668
+302
+13% +$32.5K 0.17% 85
2024
Q4 		$263K Sell
2,366
-121
-5% -$12.7K 0.17% 81
2024
Q3 		$239K Sell
2,487
-107
-4% -$9.85K 0.16% 86
2024
Q2 		$258K Buy
2,594
+75
+3% +$8.07K 0.2% 72
2024
Q1 		$308K Sell
2,519
-500
-17% -$52.2K 0.24% 71
2023
Q4 		$273K Sell
3,019
-740
-20% -$65.2K 0.23% 76
2023
Q3 		$305K Sell
3,759
-662
-15% -$56.5K 0.29% 56
2023
Q2 		$395K Sell
4,421
-1,173
-21% -$111K 0.35% 50
2023
Q1 		$560K Sell
5,594
-246
-4% -$24.8K 0.43% 46
2022
Q4 		$507K Buy
+5,840
New +$559K 0.41% 50

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

Waypoint Wealth Counsel's DIS Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 3,298 shares — an estimated $375K sold.

Waypoint Wealth Counsel first reported a position in DIS in Q4 2022 and held it in 13 quarters. The position peaked at $560K in Q1 2023. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 3,298 Walt Disney shares in Q1 2026, an estimated $375K.
  • Waypoint Wealth Counsel first reported a position in Walt Disney in Q4 2022 and held it in 13 quarters.
  • Waypoint Wealth Counsel's Walt Disney position peaked at $560K in Q1 2023.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.