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West Wealth Group’s Walt Disney DIS Stock Holding History

West Wealth 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 		$519K Sell
5,381
-2,258
-30% -$239K 0.1% 74
2025
Q4 		$869K Sell
7,639
-251
-3% -$27.6K 0.18% 43
2025
Q3 		$881K Buy
7,890
+167
+2% +$19.7K 0.2% 38
2025
Q2 		$890K Sell
7,723
-1,288
-14% -$134K 0.22% 37
2025
Q1 		$880K Buy
9,011
+5,601
+164% +$602K 0.26% 33
2024
Q4 		$380K Buy
+3,410
New +$358K 0.11% 59
2024
Q3 		– Sell
-2,368
Closed -$235K – 86
2024
Q2 		$235K Buy
2,368
+81
+4% +$8.72K 0.08% 78
2024
Q1 		$280K Sell
2,287
-74
-3% -$7.73K 0.1% 64
2023
Q4 		$213K Sell
2,361
-848
-26% -$74.8K 0.08% 78
2023
Q3 		$260K Sell
3,209
-155
-5% -$13.2K 0.11% 61
2023
Q2 		$300K Sell
3,364
-98
-3% -$9.28K 0.13% 51
2023
Q1 		$347K Sell
3,462
-96
-3% -$9.68K 0.16% 45
2022
Q4 		$309K Sell
3,558
-23
-0.6% -$2.2K 0.15% 48
2022
Q3 		$337K Buy
3,581
+180
+5% +$19.3K 0.17% 44
2022
Q2 		$321K Buy
3,401
+27
+0.8% +$3K 0.15% 45
2022
Q1 		$462K Buy
3,374
+214
+7% +$30.9K 0.18% 35
2021
Q4 		$489K Buy
+3,160
New +$510K 0.18% 32

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

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

West Wealth Group reduced its Walt Disney (DIS) stake by 30% in Q1 2026, selling an estimated $239K and leaving 5,381 shares worth $519K. The position accounts for 0.1% of the portfolio, ranked #74.

West Wealth Group first reported a position in DIS in Q4 2021 and has held it in 17 quarters since. The position peaked at $890K in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • West Wealth Group held 5,381 shares of Walt Disney worth $519K as of Q1 2026.
  • West Wealth Group sold 2,258 Walt Disney shares in Q1 2026, an estimated $239K.
  • Walt Disney made up 0.1% of West Wealth Group's portfolio in Q1 2026, its #74 holding.
  • West Wealth Group first reported a position in Walt Disney in Q4 2021 and has held it in 17 quarters since.
  • West Wealth Group's Walt Disney position peaked at $890K in Q2 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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