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Ameritas Advisory Services’s Walt Disney DIS Stock Holding History

Ameritas 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 		$1.13M Sell
11,717
-1,677
-13% -$177K 0.04% 343
2025
Q4 		$1.52M Buy
13,394
+3,070
+30% +$338K 0.06% 278
2025
Q3 		$1.18M Sell
10,324
-2,224
-18% -$262K 0.08% 223
2025
Q2 		$1.56M Sell
12,548
-4,112
-25% -$427K 0.08% 245
2025
Q1 		$1.77M Buy
16,660
+457
+3% +$49.1K 0.07% 261
2024
Q4 		$1.8M Sell
16,203
-8,787
-35% -$923K 0.06% 282
2024
Q3 		$2.4M Sell
24,990
-2,522
-9% -$232K 0.1% 195
2024
Q2 		$2.73M Buy
27,512
+270
+1% +$29.1K 0.1% 195
2024
Q1 		$3.18M Buy
27,242
+636
+2% +$66.4K 0.13% 165
2023
Q4 		$2.7M Sell
26,606
-1,607
-6% -$142K 0.15% 139
2023
Q3 		$2.34M Buy
28,213
+11,293
+67% +$964K 0.12% 181
2023
Q2 		$1.5M Sell
16,920
-17,780
-51% -$1.68M 0.19% 123
2023
Q1 		$3.47M Sell
34,700
-13,766
-28% -$1.39M 0.17% 113
2022
Q4 		$4.21M Buy
48,466
+7,323
+18% +$700K 0.2% 111
2022
Q3 		$3.88M Sell
41,143
-1,674
-4% -$179K 0.23% 92
2022
Q2 		$4.04M Sell
42,817
-4,500
-10% -$499K 0.23% 91
2022
Q1 		$6.49M Sell
47,317
-231
-0.5% -$33.4K 0.24% 71
2021
Q4 		$7.37M Buy
+47,548
New +$7.68M 0.27% 68

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

Ameritas Advisory Services's DIS Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Walt Disney (DIS) stake by 13% in Q1 2026, selling an estimated $177K and leaving 11,717 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #343.

Ameritas Advisory Services first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.37M in Q4 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Ameritas Advisory Services held 11,717 shares of Walt Disney worth $1.13M as of Q1 2026.
  • Ameritas Advisory Services sold 1,677 Walt Disney shares in Q1 2026, an estimated $177K.
  • Walt Disney made up 0.04% of Ameritas Advisory Services's portfolio in Q1 2026, its #343 holding.
  • Ameritas Advisory Services first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's Walt Disney position peaked at $7.37M in Q4 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.