WWM
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Westwood Wealth Management’s Walt Disney DIS Stock Holding History

Westwood Wealth Management’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 		$376K Sell
3,905
-181
-4% -$19.1K 0.15% 32
2025
Q4 		$465K Sell
4,086
-669
-14% -$73.7K 0.35% 61
2025
Q3 		$544K Buy
4,755
+3,030
+176% +$357K 0.2% 32
2025
Q2 		$214K Buy
+1,725
New +$179K 0.07% 48
2025
Q1 		– Sell
-1,825
Closed -$203K – 47
2024
Q4 		$203K Buy
+1,825
New +$192K 0.07% 45
2024
Q3 		– Sell
-4,570
Closed -$454K – 40
2024
Q2 		$454K Sell
4,570
-800
-15% -$86.1K 0.17% 36
2024
Q1 		$657K Sell
5,370
-200
-4% -$20.9K 0.32% 26
2023
Q4 		$503K Sell
5,570
-320
-5% -$28.2K 0.39% 24
2023
Q3 		$477K Sell
5,890
-1,600
-21% -$137K 0.32% 29
2023
Q2 		$669K Sell
7,490
-5
-0.1% -$474 0.47% 26
2023
Q1 		$750K Sell
7,495
-1,605
-18% -$162K 0.67% 25
2022
Q4 		$791K Sell
9,100
-290
-3% -$27.7K 0.95% 22
2022
Q3 		$886K Buy
9,390
+1,190
+15% +$127K 0.8% 22
2022
Q2 		$774K Sell
8,200
-3,550
-30% -$394K 0.89% 20
2022
Q1 		$1.61K Sell
11,750
-12,286
-51% -$1.78M 0.63% 21
2021
Q4 		$4K Buy
+24,036
New +$3.88M ﹤0.01% 48

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

Westwood Wealth Management's DIS Position: Q1 2026 in Review

Westwood Wealth Management reduced its Walt Disney (DIS) stake by 4.4% in Q1 2026, selling an estimated $19.1K and leaving 3,905 shares worth $376K. The position accounts for 0.15% of the portfolio, ranked #32.

Westwood Wealth Management first reported a position in DIS in Q4 2021 and has held it in 16 quarters since. The position peaked at $886K in Q3 2022. 2,990 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Westwood Wealth Management held 3,905 shares of Walt Disney worth $376K as of Q1 2026.
  • Westwood Wealth Management sold 181 Walt Disney shares in Q1 2026, an estimated $19.1K.
  • Walt Disney made up 0.15% of Westwood Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Westwood Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 16 quarters since.
  • Westwood Wealth Management's Walt Disney position peaked at $886K in Q3 2022.
  • 2,990 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.