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Cascade Financial Partners’s Walt Disney DIS Stock Holding History

Cascade Financial Partners’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
-2,160
Closed -$246K – 271
2025
Q4 		$246K Sell
2,160
-20
-0.9% -$2.2K 0.02% 234
2025
Q3 		$250K Sell
2,180
-6
-0.3% -$707 0.03% 227
2025
Q2 		$271K Sell
2,186
-270
-11% -$28.1K 0.03% 216
2025
Q1 		$242K Sell
2,456
-70
-3% -$7.52K 0.03% 215
2024
Q4 		$281K Sell
2,526
-7
-0.3% -$735 0.04% 193
2024
Q3 		$245K Sell
2,533
-142
-5% -$13.1K 0.03% 212
2024
Q2 		$266K Sell
2,675
-41
-2% -$4.41K 0.03% 191
2024
Q1 		$310K Buy
+2,716
New +$284K 0.04% 175

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

Cascade Financial Partners's DIS Position: Q1 2026 in Review

Cascade Financial Partners sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,160 shares — an estimated $246K sold.

Cascade Financial Partners first reported a position in DIS in Q1 2024 and held it in 8 quarters. The position peaked at $310K in Q1 2024. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Cascade Financial Partners reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Cascade Financial Partners sold 2,160 Walt Disney shares in Q1 2026, an estimated $246K.
  • Cascade Financial Partners first reported a position in Walt Disney in Q1 2024 and held it in 8 quarters.
  • Cascade Financial Partners's Walt Disney position peaked at $310K in Q1 2024.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.