Advisor OS’s Walt Disney DIS Stock Holding History

Advisor OS’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	$991K	Sell	10,285 -494	-5%	-$52.2K	0.07%	185
2025 Q4	$1.23M	Buy	10,779 +651	+6%	+$71.7K	0.1%	136
2025 Q3	$1.16M	Buy	10,128 +1,271	+14%	+$150K	0.1%	137
2025 Q2	$1.1M	Sell	8,857 -434	-5%	-$45.1K	0.11%	131
2025 Q1	$917K	Buy	9,291 +855	+10%	+$91.9K	0.1%	141
2024 Q4	$939K	Buy	8,436 +687	+9%	+$72.2K	0.11%	133
2024 Q3	$745K	Buy	7,749 +21	+0.3%	+$1.93K	0.07%	196
2024 Q2	$767K	Sell	7,728 -79	-1%	-$8.5K	0.08%	189
2024 Q1	$955K	Buy	7,807 +1,227	+19%	+$128K	0.11%	170
2023 Q4	$594K	Buy	6,580 +1,041	+19%	+$91.8K	0.08%	194
2023 Q3	$449K	Buy	5,539 +123	+2%	+$10.5K	0.07%	195
2023 Q2	$484K	Buy	5,416 +3,390	+167%	+$321K	0.08%	204
2023 Q1	$203K	Buy	+2,026	New	+$204K	0.05%	234

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor OS's DIS Position: Q1 2026 in Review

Advisor OS reduced its Walt Disney (DIS) stake by 4.6% in Q1 2026, selling an estimated $52.2K and leaving 10,285 shares worth $991K. The position accounts for 0.07% of the portfolio, ranked #185.

Advisor OS first reported a position in DIS in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.23M in Q4 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Advisor OS held 10,285 shares of Walt Disney worth $991K as of Q1 2026.
Advisor OS sold 494 Walt Disney shares in Q1 2026, an estimated $52.2K.
Walt Disney made up 0.07% of Advisor OS's portfolio in Q1 2026, its #185 holding.
Advisor OS first reported a position in Walt Disney in Q1 2023 and has held it in 13 quarters since.
Advisor OS's Walt Disney position peaked at $1.23M in Q4 2025.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.