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WealthShield Partners’s Walt Disney DIS Stock Holding History

WealthShield Partners’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 		$241K Buy
2,503
+190
+8% +$20.1K 0.03% 317
2025
Q4 		$263K Sell
2,313
-89
-4% -$9.8K 0.03% 303
2025
Q3 		$275K Sell
2,402
-26
-1% -$3.06K 0.03% 293
2025
Q2 		$301K Buy
2,428
+390
+19% +$40.5K 0.04% 278
2025
Q1 		$201K Buy
2,038
+136
+7% +$14.6K 0.03% 318
2024
Q4 		$212K Buy
+1,902
New +$200K 0.03% 274
2024
Q3 		– Sell
-2,174
Closed -$216K – 488
2024
Q2 		$216K Buy
+2,174
New +$234K 0.03% 269
2024
Q1 		– Sell
-2,539
Closed -$230K – 490
2023
Q4 		$230K Buy
+2,539
New +$224K 0.04% 265
2023
Q3 		– Sell
-3,205
Closed -$286K – 485
2023
Q2 		$286K Buy
3,205
+97
+3% +$9.19K 0.04% 257
2023
Q1 		$311K Buy
3,108
+802
+35% +$80.9K 0.05% 249
2022
Q4 		$200K Sell
2,306
-438
-16% -$41.9K 0.04% 284
2022
Q3 		$259K Sell
2,744
-163
-6% -$17.4K 0.05% 260
2022
Q2 		$274K Sell
2,907
-406
-12% -$45.1K 0.05% 255
2022
Q1 		$454K Sell
3,313
-4,868
-60% -$704K 0.07% 243
2021
Q4 		$1.27M Buy
8,181
+5,334
+187% +$861K 0.21% 104
2021
Q3 		$482K Sell
2,847
-2,844
-50% -$507K 0.13% 149
2021
Q2 		$1M Buy
5,691
+51
+0.9% +$9.17K 0.16% 102
2021
Q1 		$1.04M Sell
5,640
-1,170
-17% -$216K 0.19% 98
2020
Q4 		$1.23M Buy
6,810
+624
+10% +$89.6K 0.23% 90
2020
Q3 		$768K Buy
6,186
+143
+2% +$17.9K 0.27% 82
2020
Q2 		$674K Buy
+6,043
New +$667K 0.31% 74
2020
Q1 		– Sell
-1,488
Closed -$215K – 280
2019
Q4 		$215K Buy
+1,488
New +$208K 0.1% 171

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

WealthShield Partners's DIS Position: Q1 2026 in Review

WealthShield Partners increased its Walt Disney (DIS) stake by 8.2% in Q1 2026, buying an estimated $20.1K and bringing the position to 2,503 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #317.

WealthShield Partners first reported a position in DIS in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.27M in Q4 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • WealthShield Partners held 2,503 shares of Walt Disney worth $241K as of Q1 2026.
  • WealthShield Partners bought 190 Walt Disney shares in Q1 2026, an estimated $20.1K.
  • Walt Disney made up 0.03% of WealthShield Partners's portfolio in Q1 2026, its #317 holding.
  • WealthShield Partners first reported a position in Walt Disney in Q4 2019 and has held it in 22 quarters since.
  • WealthShield Partners's Walt Disney position peaked at $1.27M in Q4 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.