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Beacon Pointe Advisors’s Walt Disney DIS Stock Holding History

Beacon Pointe 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 		$24.4M Buy
253,417
+79,923
+46% +$8.45M 0.13% 155
2025
Q4 		$19.7M Sell
173,494
-3,620
-2% -$399K 0.14% 164
2025
Q3 		$20.3M Sell
177,114
-32,977
-16% -$3.88M 0.17% 128
2025
Q2 		$26.1M Sell
210,091
-104,680
-33% -$10.9M 0.27% 76
2025
Q1 		$31.1M Buy
314,771
+101,139
+47% +$10.9M 0.35% 58
2024
Q4 		$23.8M Sell
213,632
-3,952
-2% -$415K 0.26% 88
2024
Q3 		$20.9M Sell
217,584
-2,142
-1% -$197K 0.24% 104
2024
Q2 		$21.8M Sell
219,726
-24,855
-10% -$2.68M 0.26% 89
2024
Q1 		$29.9M Buy
244,581
+29,535
+14% +$3.09M 0.33% 62
2023
Q4 		$19.4M Sell
215,046
-118,233
-35% -$10.4M 0.23% 107
2023
Q3 		$27M Buy
333,279
+147,058
+79% +$12.6M 0.34% 66
2023
Q2 		$16.6M Sell
186,221
-22,043
-11% -$2.09M 0.27% 88
2023
Q1 		$20.9M Buy
208,264
+27,415
+15% +$2.76M 0.36% 69
2022
Q4 		$15.7M Buy
180,849
+2,913
+2% +$279K 0.3% 79
2022
Q3 		$16.8M Sell
177,936
-4,611
-3% -$493K 0.38% 66
2022
Q2 		$17.2M Sell
182,547
-35,912
-16% -$3.99M 0.36% 66
2022
Q1 		$30M Buy
218,459
+90,602
+71% +$13.1M 0.41% 54
2021
Q4 		$19.8M Sell
127,857
-870
-0.7% -$141K 0.52% 41
2021
Q3 		$21.8M Buy
128,727
+41,382
+47% +$7.38M 0.54% 37
2021
Q2 		$15.4M Buy
87,345
+49,663
+132% +$8.93M 0.54% 41
2021
Q1 		$6.95M Sell
37,682
-5,047
-12% -$931K 0.43% 59
2020
Q4 		$7.74M Buy
42,729
+14,582
+52% +$2.09M 0.53% 42
2020
Q3 		$3.49M Sell
28,147
-3,347
-11% -$418K 0.34% 67
2020
Q2 		$3.5M Buy
31,494
+18,538
+143% +$2.05M 0.35% 72
2020
Q1 		$1.25M Buy
12,956
+6,548
+102% +$828K 0.2% 106
2019
Q4 		$929K Buy
6,408
+1,837
+40% +$256K 0.29% 77
2019
Q3 		$599K Sell
4,571
-1,984
-30% -$274K 0.26% 92
2019
Q2 		$914K Sell
6,555
-29,032
-82% -$3.85M 0.33% 75
2019
Q1 		$3.95M Buy
35,587
+29,981
+535% +$3.35M 1.48% 15
2018
Q4 		$614K Buy
+5,606
New +$637K 0.37% 76

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

Beacon Pointe Advisors's DIS Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Walt Disney (DIS) stake by 46% in Q1 2026, buying an estimated $8.45M and bringing the position to 253,417 shares worth $24.4M. The position accounts for 0.13% of the portfolio, ranked #155.

Beacon Pointe Advisors first reported a position in DIS in Q4 2018 and has held it in 30 quarters since. The position peaked at $31.1M in Q1 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Beacon Pointe Advisors held 253,417 shares of Walt Disney worth $24.4M as of Q1 2026.
  • Beacon Pointe Advisors bought 79,923 Walt Disney shares in Q1 2026, an estimated $8.45M.
  • Walt Disney made up 0.13% of Beacon Pointe Advisors's portfolio in Q1 2026, its #155 holding.
  • Beacon Pointe Advisors first reported a position in Walt Disney in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's Walt Disney position peaked at $31.1M in Q1 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.