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Wealthspire Advisors (New York)’s Walt Disney DIS Stock Holding History

Wealthspire Advisors (New York)’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 		$3.54M Buy
36,742
+6,566
+22% +$694K 0.03% 202
2025
Q4 		$3.43M Sell
30,176
-9,842
-25% -$1.08M 0.03% 208
2025
Q3 		$4.58M Buy
40,018
+20,684
+107% +$2.44M 0.02% 173
2025
Q2 		$2.4M Sell
19,334
-42,214
-69% -$4.39M 0.01% 253
2025
Q1 		$6.07M Buy
61,548
+35,542
+137% +$3.82M 0.04% 148
2024
Q4 		$2.9M Buy
26,006
+974
+4% +$102K 0.03% 194
2024
Q3 		$2.41M Buy
25,032
+2,208
+10% +$203K 0.02% 220
2024
Q2 		$2.27M Sell
22,824
-1,407
-6% -$151K 0.03% 192
2024
Q1 		$2.96M Buy
24,231
+2
+0% +$209 0.04% 152
2023
Q4 		$2.19M Buy
24,229
+128
+0.5% +$11.3K 0.03% 179
2023
Q3 		$1.95M Buy
24,101
+2,255
+10% +$193K 0.03% 176
2023
Q2 		$1.95M Sell
21,846
-651
-3% -$61.7K 0.03% 154
2023
Q1 		$2.25M Sell
22,497
-2,418
-10% -$244K 0.04% 137
2022
Q4 		$2.16M Buy
24,915
+2,720
+12% +$260K 0.04% 144
2022
Q3 		$2.09M Sell
22,195
-1,666
-7% -$178K 0.04% 139
2022
Q2 		$2.25M Buy
23,861
+2,152
+10% +$239K 0.05% 134
2022
Q1 		$2.98M Sell
21,709
-1,663
-7% -$240K 0.07% 101
2021
Q4 		$3.62M Sell
23,372
-4,586
-16% -$741K 0.08% 96
2021
Q3 		$4.73M Buy
27,958
+7,255
+35% +$1.29M 0.1% 97
2021
Q2 		$3.64M Sell
20,703
-19,409
-48% -$3.49M 0.1% 77
2021
Q1 		$7.4M Buy
40,112
+9,864
+33% +$1.82M 0.18% 68
2020
Q4 		$5.48M Buy
30,248
+18,653
+161% +$2.68M 0.16% 71
2020
Q3 		$1.44M Buy
11,595
+718
+7% +$89.7K 0.09% 103
2020
Q2 		$1.21M Sell
10,877
-31,890
-75% -$3.52M 0.08% 98
2020
Q1 		$4.13M Buy
42,767
+36,595
+593% +$4.63M 0.17% 73
2019
Q4 		$893K Buy
6,172
+1,557
+34% +$217K 0.07% 68
2019
Q3 		$601K Buy
+4,615
New +$638K 0.05% 75
2019
Q1 		– Sell
-1,277
Closed -$140K – 237
2018
Q4 		$140K Buy
+1,277
New +$145K 0.01% 89

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

Wealthspire Advisors (New York)'s DIS Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Walt Disney (DIS) stake by 22% in Q1 2026, buying an estimated $694K and bringing the position to 36,742 shares worth $3.54M. The position accounts for 0.03% of the portfolio, ranked #202.

Wealthspire Advisors (New York) first reported a position in DIS in Q4 2018 and has held it in 28 quarters since. The position peaked at $7.4M in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Wealthspire Advisors (New York) held 36,742 shares of Walt Disney worth $3.54M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 6,566 Walt Disney shares in Q1 2026, an estimated $694K.
  • Walt Disney made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #202 holding.
  • Wealthspire Advisors (New York) first reported a position in Walt Disney in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s Walt Disney position peaked at $7.4M in Q1 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.