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 		$386K Hold
4,000
– – 0.01% 1229
2025
Q4 		$455K Hold
4,000
– – 0.01% 1062
2025
Q3 		$458K Hold
4,000
– – 0.01% 970
2025
Q2 		$496K Buy
+4,000
New +$416K 0.01% 847

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.