Affiance Financial’s Walt Disney DIS Stock Holding History

Affiance Financial’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	-2,124	Closed	-$242K	–	109
2025 Q4	$242K	Sell	2,124 -426	-17%	-$46.9K	0.04%	98
2025 Q3	$292K	Hold	2,550	–	–	0.05%	88
2025 Q2	$316K	Sell	2,550 -367	-13%	-$38.1K	0.06%	82
2025 Q1	$288K	Sell	2,917 -432	-13%	-$46.4K	0.07%	87
2024 Q4	$373K	Sell	3,349 -267	-7%	-$28K	0.09%	77
2024 Q3	$348K	Sell	3,616 -692	-16%	-$63.7K	0.08%	79
2024 Q2	$428K	Hold	4,308	–	–	0.11%	68
2024 Q1	$527K	Sell	4,308 -56	-1%	-$5.85K	0.14%	65
2023 Q4	$394K	Buy	4,364 +609	+16%	+$53.7K	0.11%	75
2023 Q3	$304K	Buy	3,755 +100	+3%	+$8.54K	0.15%	81
2023 Q2	$326K	Hold	3,655	–	–	0.16%	84
2023 Q1	$366K	Buy	3,655 +31	+0.9%	+$3.13K	0.19%	74
2022 Q4	$315K	Buy	3,624 +151	+4%	+$14.4K	0.13%	87
2022 Q3	$328K	Buy	3,473 +183	+6%	+$19.6K	0.18%	63
2022 Q2	$311K	Sell	3,290 -175	-5%	-$19.4K	0.17%	70
2022 Q1	$475K	Sell	3,465 -1,024	-23%	-$148K	0.23%	64
2021 Q4	$695K	Hold	4,489	–	–	0.29%	51
2021 Q3	$759K	Sell	4,489 -255	-5%	-$45.5K	0.33%	48
2021 Q2	$834K	Buy	4,744 +908	+24%	+$163K	0.35%	47
2021 Q1	$708K	Buy	3,836 +113	+3%	+$20.8K	0.32%	50
2020 Q4	$674K	Sell	3,723 -62	-2%	-$8.9K	0.35%	46
2020 Q3	$470K	Buy	3,785 +65	+2%	+$8.13K	0.27%	55
2020 Q2	$415K	Sell	3,720 -417	-10%	-$46K	0.23%	56
2020 Q1	$400K	Buy	4,137 +561	+16%	+$70.9K	0.28%	53
2019 Q4	$517K	Sell	3,576 -15	-0.4%	-$2.09K	0.29%	52
2019 Q3	$468K	Sell	3,591 -27	-0.7%	-$3.73K	0.28%	55
2019 Q2	$505K	Sell	3,618 -3	-0.1%	-$398	0.31%	54
2019 Q1	$402K	Buy	3,621 +572	+19%	+$63.9K	0.25%	62
2018 Q4	$334K	Sell	3,049 -107	-3%	-$12.2K	0.22%	70
2018 Q3	$369K	Sell	3,156 -102	-3%	-$11.4K	0.24%	64
2018 Q2	$341K	Buy	3,258 +112	+4%	+$11.5K	0.26%	67
2018 Q1	$316K	Hold	3,146	–	–	0.28%	60
2017 Q4	$338K	Sell	3,146 -84	-3%	-$8.65K	0.25%	56
2017 Q3	$318K	Buy	3,230 +74	+2%	+$7.61K	0.26%	57
2017 Q2	$335K	Hold	3,156	–	–	0.27%	51
2017 Q1	$358K	Buy	3,156 +100	+3%	+$11K	0.28%	55
2016 Q4	$319K	Hold	3,056	–	–	0.26%	63
2016 Q3	$284K	Buy	3,056 +130	+4%	+$12.4K	0.23%	65
2016 Q2	$286K	Buy	2,926 +27	+0.9%	+$2.7K	0.24%	66
2016 Q1	$288K	Buy	2,899 +5	+0.2%	+$483	0.28%	69
2015 Q4	$304K	Hold	2,894	–	–	0.31%	61
2015 Q3	$296K	Buy	2,894 +3	+0.1%	+$327	0.37%	59
2015 Q2	$330K	Hold	2,891	–	–	0.42%	62
2015 Q1	$303K	Buy	2,891 +530	+22%	+$53.5K	0.46%	64
2014 Q4	$222K	Buy	+2,361	New	+$213K	0.39%	66

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

Affiance Financial's DIS Position: Q1 2026 in Review

Affiance Financial sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,124 shares — an estimated $242K sold.

Affiance Financial first reported a position in DIS in Q4 2014 and held it in 45 quarters. The position peaked at $834K in Q2 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Affiance Financial reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Affiance Financial sold 2,124 Walt Disney shares in Q1 2026, an estimated $242K.
Affiance Financial first reported a position in Walt Disney in Q4 2014 and held it in 45 quarters.
Affiance Financial's Walt Disney position peaked at $834K in Q2 2021.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Affiance Financial's 13F filing for Q1 2026, filed 14 Apr 2026.