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Aviso Financial’s Walt Disney DIS Stock Holding History

Aviso 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
-4,690
Closed -$534K – 350
2025
Q4 		$534K Buy
4,690
+133
+3% +$14.6K 0.02% 185
2025
Q3 		$522K Buy
4,557
+146
+3% +$17.2K 0.02% 195
2025
Q2 		$547K Buy
4,411
+100
+2% +$10.4K 0.02% 194
2025
Q1 		$425K Buy
4,311
+59
+1% +$6.34K 0.02% 203
2024
Q4 		$473K Sell
4,252
-654
-13% -$68.7K 0.02% 206
2024
Q3 		$472K Buy
4,906
+3,972
+425% +$365K 0.02% 201
2024
Q2 		$92.6K Buy
+934
New +$101K 0.01% 250

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

Aviso Financial's DIS Position: Q1 2026 in Review

Aviso Financial sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 4,690 shares — an estimated $534K sold.

Aviso Financial first reported a position in DIS in Q2 2024 and held it in 7 quarters. The position peaked at $547K in Q2 2025. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Aviso Financial reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Aviso Financial sold 4,690 Walt Disney shares in Q1 2026, an estimated $534K.
  • Aviso Financial first reported a position in Walt Disney in Q2 2024 and held it in 7 quarters.
  • Aviso Financial's Walt Disney position peaked at $547K in Q2 2025.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.