Alta Advisers’s Walt Disney DIS Stock Holding History

Alta Advisers’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	$686K	Hold	7,119	–	–	0.25%	62
2025 Q4	$810K	Sell	7,119 -2,300	-24%	-$253K	0.29%	51
2025 Q3	$1.08M	Hold	9,419	–	–	0.33%	44
2025 Q2	$1.17M	Hold	9,419	–	–	0.42%	39
2025 Q1	$930K	Buy	9,419 +3,400	+56%	+$365K	0.4%	44
2024 Q4	$670K	Buy	6,019 +1,019	+20%	+$107K	0.42%	40
2024 Q3	$481K	Buy	5,000 +100	+2%	+$9.2K	0.22%	54
2024 Q2	$487K	Hold	4,900	–	–	0.23%	45
2024 Q1	$600K	Hold	4,900	–	–	0.3%	35
2023 Q4	$442K	Hold	4,900	–	–	0.24%	46
2023 Q3	$397K	Hold	4,900	–	–	0.23%	48
2023 Q2	$437K	Hold	4,900	–	–	0.25%	44
2023 Q1	$491K	Hold	4,900	–	–	0.29%	37
2022 Q4	$426K	Hold	4,900	–	–	0.26%	41
2022 Q3	$462K	Buy	+4,900	New	+$524K	0.29%	33

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

Alta Advisers's DIS Position: Q1 2026 in Review

Alta Advisers held its Walt Disney (DIS) position steady in Q1 2026 at 7,119 shares worth $686K. The position accounts for 0.25% of the portfolio, ranked #62.

Alta Advisers first reported a position in DIS in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.17M in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Alta Advisers held 7,119 shares of Walt Disney worth $686K as of Q1 2026.
Alta Advisers left its Walt Disney share count unchanged in Q1 2026.
Walt Disney made up 0.25% of Alta Advisers's portfolio in Q1 2026, its #62 holding.
Alta Advisers first reported a position in Walt Disney in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Walt Disney position peaked at $1.17M in Q2 2025.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.