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Bridgewealth Advisory Group’s Walt Disney DIS Stock Holding History

Bridgewealth Advisory Group’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
-2,155
Closed -$245K – 136
2025
Q4 		$245K Sell
2,155
-10
-0.5% -$1.1K 0.05% 108
2025
Q3 		$248K Sell
2,165
-70
-3% -$8.24K 0.06% 100
2025
Q2 		$277K Buy
+2,235
New +$232K 0.07% 92
2025
Q1 		– Sell
-4,735
Closed -$519K – 62
2024
Q4 		$519K Buy
4,735
+542
+13% +$56.9K 0.15% 61
2024
Q3 		$403K Buy
4,193
+334
+9% +$30.7K 0.15% 57
2024
Q2 		$383K Buy
3,859
+8
+0.2% +$861 0.17% 49
2024
Q1 		$471K Sell
3,851
-525
-12% -$54.8K 0.23% 49
2023
Q4 		$395K Buy
4,376
+500
+13% +$44.1K 0.3% 48
2023
Q3 		$314K Sell
3,876
-115
-3% -$9.82K 0.39% 41
2023
Q2 		$356K Sell
3,991
-1
-0% -$95 0.58% 34
2023
Q1 		$400K Buy
3,992
+275
+7% +$27.7K 0.74% 31
2022
Q4 		$323K Buy
+3,717
New +$356K 0.63% 32

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

Bridgewealth Advisory Group's DIS Position: Q1 2026 in Review

Bridgewealth Advisory Group sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,155 shares — an estimated $245K sold.

Bridgewealth Advisory Group first reported a position in DIS in Q4 2022 and held it in 12 quarters. The position peaked at $519K in Q4 2024. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Bridgewealth Advisory Group reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Bridgewealth Advisory Group sold 2,155 Walt Disney shares in Q1 2026, an estimated $245K.
  • Bridgewealth Advisory Group first reported a position in Walt Disney in Q4 2022 and held it in 12 quarters.
  • Bridgewealth Advisory Group's Walt Disney position peaked at $519K in Q4 2024.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.