WE
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Wealth Effects’s Walt Disney DIS Stock Holding History

Wealth Effects’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
-2,755
Closed -$313K – 245
2025
Q4 		$313K Buy
2,755
+150
+6% +$16.5K 0.1% 147
2025
Q3 		$298K Sell
2,605
-70
-3% -$8.24K 0.1% 156
2025
Q2 		$332K Sell
2,675
-213
-7% -$22.1K 0.12% 136
2025
Q1 		$285K Sell
2,888
-1,114
-28% -$120K 0.12% 139
2024
Q4 		$446K Buy
4,002
+190
+5% +$20K 0.16% 115
2024
Q3 		$367K Buy
3,812
+150
+4% +$13.8K 0.13% 141
2024
Q2 		$364K Sell
3,662
-354
-9% -$38.1K 0.13% 126
2024
Q1 		$491K Buy
4,016
+185
+5% +$19.3K 0.18% 109
2023
Q4 		$346K Sell
3,831
-140
-4% -$12.3K 0.13% 141
2023
Q3 		$322K Sell
3,971
-741
-16% -$63.3K 0.16% 125
2023
Q2 		$421K Sell
4,712
-255
-5% -$24.2K 0.19% 114
2023
Q1 		$497K Buy
4,967
+95
+2% +$9.58K 0.25% 89
2022
Q4 		$423K Sell
4,872
-2,359
-33% -$226K 0.24% 99
2022
Q3 		$682K Sell
7,231
-420
-5% -$44.9K 0.42% 58
2022
Q2 		$722K Sell
7,651
-2,687
-26% -$298K 0.43% 58
2022
Q1 		$1.42M Sell
10,338
-227
-2% -$32.8K 0.66% 34
2021
Q4 		$1.64M Buy
+10,565
New +$1.71M 0.68% 33

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 Effects's DIS Position: Q1 2026 in Review

Wealth Effects sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,755 shares — an estimated $313K sold.

Wealth Effects first reported a position in DIS in Q4 2021 and held it in 17 quarters. The position peaked at $1.64M in Q4 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Wealth Effects reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Wealth Effects sold 2,755 Walt Disney shares in Q1 2026, an estimated $313K.
  • Wealth Effects first reported a position in Walt Disney in Q4 2021 and held it in 17 quarters.
  • Wealth Effects's Walt Disney position peaked at $1.64M in Q4 2021.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.