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Wealth Dimensions Group’s Walt Disney DIS Stock Holding History

Wealth Dimensions Group’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 		$436K Buy
4,528
+145
+3% +$15.3K 0.09% 115
2025
Q4 		$499K Sell
4,383
-1,289
-23% -$142K 0.1% 102
2025
Q3 		$649K Sell
5,672
-361
-6% -$42.5K 0.13% 87
2025
Q2 		$748K Buy
6,033
+150
+3% +$15.6K 0.16% 76
2025
Q1 		$581K Sell
5,883
-171
-3% -$18.4K 0.14% 90
2024
Q4 		$674K Buy
6,054
+612
+11% +$64.3K 0.17% 73
2024
Q3 		$523K Buy
5,442
+73
+1% +$6.72K 0.13% 81
2024
Q2 		$533K Buy
5,369
+457
+9% +$49.2K 0.15% 77
2024
Q1 		$601K Sell
4,912
-489
-9% -$51.1K 0.18% 70
2023
Q4 		$488K Sell
5,401
-159
-3% -$14K 0.15% 75
2023
Q3 		$451K Sell
5,560
-6
-0.1% -$512 0.16% 79
2023
Q2 		$497K Buy
5,566
+795
+17% +$75.3K 0.18% 77
2023
Q1 		$478K Buy
4,771
+287
+6% +$28.9K 0.18% 75
2022
Q4 		$390K Sell
4,484
-552
-11% -$52.8K 0.16% 90
2022
Q3 		$475K Buy
5,036
+143
+3% +$15.3K 0.24% 57
2022
Q2 		$462K Buy
4,893
+396
+9% +$44K 0.22% 69
2022
Q1 		$617K Sell
4,497
-114
-2% -$16.5K 0.29% 58
2021
Q4 		$714K Buy
4,611
+673
+17% +$109K 0.35% 48
2021
Q3 		$666K Buy
3,938
+363
+10% +$64.7K 0.43% 45
2021
Q2 		$628K Buy
3,575
+125
+4% +$22.5K 0.43% 47
2021
Q1 		$637K Buy
3,450
+432
+14% +$79.7K 0.49% 40
2020
Q4 		$547K Buy
+3,018
New +$433K 0.47% 38

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

Wealth Dimensions Group's DIS Position: Q1 2026 in Review

Wealth Dimensions Group increased its Walt Disney (DIS) stake by 3.3% in Q1 2026, buying an estimated $15.3K and bringing the position to 4,528 shares worth $436K. The position accounts for 0.09% of the portfolio, ranked #115.

Wealth Dimensions Group first reported a position in DIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $748K in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Wealth Dimensions Group held 4,528 shares of Walt Disney worth $436K as of Q1 2026.
  • Wealth Dimensions Group bought 145 Walt Disney shares in Q1 2026, an estimated $15.3K.
  • Walt Disney made up 0.09% of Wealth Dimensions Group's portfolio in Q1 2026, its #115 holding.
  • Wealth Dimensions Group first reported a position in Walt Disney in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's Walt Disney position peaked at $748K in Q2 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.