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Acorn Financial Advisory Services’s Walt Disney DIS Stock Holding History

Acorn Financial Advisory Services’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 		– Sell
-2,215
Closed -$252K – 220
2025
Q4 		$252K Sell
2,215
-245
-10% -$27K 0.04% 179
2025
Q3 		$282K Sell
2,460
-46
-2% -$5.42K 0.04% 166
2025
Q2 		$311K Sell
2,506
-515
-17% -$53.5K 0.05% 152
2025
Q1 		$298K Sell
3,021
-1,645
-35% -$177K 0.05% 148
2024
Q4 		$520K Buy
4,666
+183
+4% +$19.2K 0.09% 113
2024
Q3 		$431K Sell
4,483
-354
-7% -$32.6K 0.08% 123
2024
Q2 		$480K Sell
4,837
-375
-7% -$40.4K 0.09% 109
2024
Q1 		$638K Sell
5,212
-176
-3% -$18.4K 0.12% 90
2023
Q4 		$487K Sell
5,388
-484
-8% -$42.7K 0.09% 141
2023
Q3 		$476K Buy
5,872
+77
+1% +$6.58K 0.09% 138
2023
Q2 		$517K Sell
5,795
-1,698
-23% -$161K 0.09% 128
2023
Q1 		$750K Buy
7,493
+36
+0.5% +$3.63K 0.15% 102
2022
Q4 		$648K Buy
7,457
+204
+3% +$19.5K 0.14% 101
2022
Q3 		$684K Buy
7,253
+848
+13% +$90.8K 0.16% 98
2022
Q2 		$604K Sell
6,405
-1,296
-17% -$144K 0.14% 97
2022
Q1 		$1.06M Buy
7,701
+763
+11% +$110K 0.21% 75
2021
Q4 		$1.07M Buy
6,938
+67
+1% +$10.8K 0.22% 72
2021
Q3 		$1.16M Buy
6,871
+2,881
+72% +$514K 0.36% 70
2021
Q2 		$702K Buy
3,990
+417
+12% +$75K 0.21% 112
2021
Q1 		$663K Buy
3,573
+40
+1% +$7.38K 0.24% 100
2020
Q4 		$641K Sell
3,533
-553
-14% -$79.4K 0.25% 102
2020
Q3 		$507K Buy
4,086
+169
+4% +$21.1K 0.27% 105
2020
Q2 		$437K Buy
3,917
+987
+34% +$109K 0.3% 111
2020
Q1 		$282K Sell
2,930
-42
-1% -$5.31K 0.28% 122
2019
Q4 		$429K Buy
+2,972
New +$415K 0.36% 96

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Acorn Financial Advisory Services's DIS Position: Q1 2026 in Review

Acorn Financial Advisory Services sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,215 shares — an estimated $252K sold.

Acorn Financial Advisory Services first reported a position in DIS in Q4 2019 and held it in 25 quarters. The position peaked at $1.16M in Q3 2021. 3,014 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Acorn Financial Advisory Services reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 2,215 Walt Disney shares in Q1 2026, an estimated $252K.
  • Acorn Financial Advisory Services first reported a position in Walt Disney in Q4 2019 and held it in 25 quarters.
  • Acorn Financial Advisory Services's Walt Disney position peaked at $1.16M in Q3 2021.
  • 3,014 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.