AWA
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Arkadios Wealth Advisors’s Walt Disney DIS Stock Holding History

Arkadios Wealth Advisors’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 		$4.96M Buy
51,507
+5,323
+12% +$563K 0.08% 262
2025
Q4 		$5.25M Buy
46,184
+2,072
+5% +$228K 0.1% 215
2025
Q3 		$5.05M Buy
44,112
+4,431
+11% +$522K 0.12% 190
2025
Q2 		$4.92M Buy
39,681
+5,458
+16% +$567K 0.15% 162
2025
Q1 		$3.38M Buy
34,223
+4,516
+15% +$485K 0.13% 184
2024
Q4 		$3.31M Buy
29,707
+1,424
+5% +$150K 0.18% 117
2024
Q3 		$2.72M Sell
28,283
-12,690
-31% -$1.17M 0.15% 136
2024
Q2 		$4.07M Buy
40,973
+7,491
+22% +$806K 0.27% 73
2024
Q1 		$4.1M Sell
33,482
-3,956
-11% -$413K 0.32% 70
2023
Q4 		$3.38M Buy
37,438
+220
+0.6% +$19.4K 0.29% 84
2023
Q3 		$3.02M Buy
37,218
+1,779
+5% +$152K 0.29% 86
2023
Q2 		$3.16M Sell
35,439
-1,278
-3% -$121K 0.37% 65
2023
Q1 		$3.68M Sell
36,717
-2,226
-6% -$224K 0.44% 54
2022
Q4 		$3.38M Buy
38,943
+5,109
+15% +$489K 0.45% 57
2022
Q3 		$3.19M Buy
33,834
+6,099
+22% +$653K 0.48% 51
2022
Q2 		$2.62M Buy
27,735
+8,855
+47% +$983K 0.39% 64
2022
Q1 		$2.59M Buy
18,880
+4,278
+29% +$618K 0.34% 75
2021
Q4 		$2.26M Buy
14,602
+493
+3% +$79.6K 0.3% 84
2021
Q3 		$2.39M Sell
14,109
-6,471
-31% -$1.15M 0.34% 76
2021
Q2 		$3.62M Buy
20,580
+5,220
+34% +$939K 0.44% 53
2021
Q1 		$2.83M Buy
15,360
+2,430
+19% +$448K 0.47% 53
2020
Q4 		$2.34M Buy
12,930
+6,980
+117% +$1M 0.49% 52
2020
Q3 		$755K Sell
5,950
-765
-11% -$95.6K 0.38% 58
2020
Q2 		$797K Buy
6,715
+123
+2% +$13.6K 0.44% 48
2020
Q1 		$637K Buy
6,592
+1,594
+32% +$202K 0.41% 59
2019
Q4 		$704K Buy
+4,998
New +$698K 0.42% 55

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

Arkadios Wealth Advisors's DIS Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Walt Disney (DIS) stake by 12% in Q1 2026, buying an estimated $563K and bringing the position to 51,507 shares worth $4.96M. The position accounts for 0.08% of the portfolio, ranked #262.

Arkadios Wealth Advisors first reported a position in DIS in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.25M in Q4 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Arkadios Wealth Advisors held 51,507 shares of Walt Disney worth $4.96M as of Q1 2026.
  • Arkadios Wealth Advisors bought 5,323 Walt Disney shares in Q1 2026, an estimated $563K.
  • Walt Disney made up 0.08% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #262 holding.
  • Arkadios Wealth Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Walt Disney position peaked at $5.25M in Q4 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.