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Abundance Wealth Counselors’s Walt Disney DIS Stock Holding History

Abundance Wealth Counselors’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 		$1.01M Buy
10,471
+973
+10% +$103K 0.14% 104
2025
Q4 		$1.08M Buy
9,498
+165
+2% +$18.2K 0.18% 89
2025
Q3 		$1.07M Sell
9,333
-273
-3% -$32.2K 0.18% 94
2025
Q2 		$1.19M Sell
9,606
-319
-3% -$33.1K 0.22% 81
2025
Q1 		$1M Buy
9,925
+263
+3% +$28.3K 0.21% 86
2024
Q4 		$1.08M Buy
9,662
+94
+1% +$9.87K 0.23% 74
2024
Q3 		$920K Buy
+9,568
New +$880K 0.19% 87
2024
Q2 		– Sell
-10,271
Closed -$1.26M – 84
2024
Q1 		$1.26M Buy
10,271
+293
+3% +$30.6K 0.29% 60
2023
Q4 		$901K Buy
9,978
+61
+0.6% +$5.38K 0.23% 68
2023
Q3 		$804K Buy
+9,917
New +$847K 0.23% 68
2023
Q2 		– Sell
-10,502
Closed -$1.05M – 83
2023
Q1 		$1.05M Buy
10,502
+1,068
+11% +$108K 0.27% 59
2022
Q4 		$820K Sell
9,434
-910
-9% -$87K 0.22% 70
2022
Q3 		$976K Hold
10,344
– – 0.28% 56
2022
Q2 		$976K Buy
10,344
+732
+8% +$81.2K 0.26% 58
2022
Q1 		$1.32M Buy
9,612
+877
+10% +$127K 0.36% 51
2021
Q4 		$1.35M Buy
+8,735
New +$1.41M 0.35% 50
2021
Q3 		– Sell
-7,960
Closed -$1.4M – 59
2021
Q2 		$1.4M Buy
7,960
+1,118
+16% +$201K 0.36% 38
2021
Q1 		$1.26M Buy
6,842
+304
+5% +$56.1K 0.31% 27
2020
Q4 		$1.19M Sell
6,538
-1,110
-15% -$159K 0.3% 23
2020
Q3 		$949K Buy
7,648
+22
+0.3% +$2.75K 0.27% 29
2020
Q2 		$850K Buy
7,626
+5,266
+223% +$581K 0.26% 31
2020
Q1 		$228K Buy
2,360
+563
+31% +$71.2K 0.08% 34
2019
Q4 		$260K Hold
1,797
– – 0.07% 30
2019
Q3 		$234K Buy
+1,797
New +$248K 0.07% 30

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

Abundance Wealth Counselors's DIS Position: Q1 2026 in Review

Abundance Wealth Counselors increased its Walt Disney (DIS) stake by 10% in Q1 2026, buying an estimated $103K and bringing the position to 10,471 shares worth $1.01M. The position accounts for 0.14% of the portfolio, ranked #104.

Abundance Wealth Counselors first reported a position in DIS in Q3 2019 and has held it in 24 quarters since. The position peaked at $1.4M in Q2 2021. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Abundance Wealth Counselors held 10,471 shares of Walt Disney worth $1.01M as of Q1 2026.
  • Abundance Wealth Counselors bought 973 Walt Disney shares in Q1 2026, an estimated $103K.
  • Walt Disney made up 0.14% of Abundance Wealth Counselors's portfolio in Q1 2026, its #104 holding.
  • Abundance Wealth Counselors first reported a position in Walt Disney in Q3 2019 and has held it in 24 quarters since.
  • Abundance Wealth Counselors's Walt Disney position peaked at $1.4M in Q2 2021.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.