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Capital Advisors Wealth Management’s Walt Disney DIS Stock Holding History

Capital Advisors Wealth Management’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
2023
Q1 		– Sell
-1,000
Closed -$87 – 147
2022
Q4 		$87 Buy
+1,000
New +$95.6K ﹤0.01% 132

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

Capital Advisors Wealth Management's DIS Position: Q1 2026 in Review

Capital Advisors Wealth Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,840 shares — an estimated $209K sold.

Capital Advisors Wealth Management first reported a position in DIS in Q1 2021 and held it in 11 quarters. The position peaked at $891K in Q3 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Capital Advisors Wealth Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 1,840 Walt Disney shares in Q1 2026, an estimated $209K.
  • Capital Advisors Wealth Management first reported a position in Walt Disney in Q1 2021 and held it in 11 quarters.
  • Capital Advisors Wealth Management's Walt Disney position peaked at $891K in Q3 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.