Cetera Investment Advisers
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Cetera Investment Advisers’s Walt Disney DIS Stock Holding History

Cetera Investment Advisers’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 		$58.4M Buy
606,436
+2,363
+0.4% +$250K 0.06% 316
2025
Q4 		$68.7M Sell
604,073
-34,321
-5% -$3.78M 0.08% 249
2025
Q3 		$73.1M Buy
638,394
+150,242
+31% +$17.7M 0.08% 219
2025
Q2 		$60.5M Sell
488,152
-22,635
-4% -$2.35M 0.1% 192
2025
Q1 		$50.4M Buy
510,787
+27,576
+6% +$2.96M 0.1% 212
2024
Q4 		$53.8M Sell
483,211
-8,259
-2% -$868K 0.11% 181
2024
Q3 		$47.3M Buy
491,470
+1,161
+0.2% +$107K 0.1% 192
2024
Q2 		$48.7M Sell
490,309
-43,552
-8% -$4.69M 0.11% 170
2024
Q1 		$65.3M Buy
533,861
+357,498
+203% +$37.3M 0.15% 129
2023
Q4 		$15.9M Sell
176,363
-10,794
-6% -$952K 0.13% 151
2023
Q3 		$15.2M Sell
187,157
-7,000
-4% -$598K 0.13% 151
2023
Q2 		$17.3M Sell
194,157
-2,740
-1% -$260K 0.15% 130
2023
Q1 		$19.7M Sell
196,897
-3,786
-2% -$382K 0.17% 115
2022
Q4 		$17.4M Buy
200,683
+56,441
+39% +$5.4M 0.16% 121
2022
Q3 		$13.6M Sell
144,242
-36,423
-20% -$3.9M 0.27% 80
2022
Q2 		$17.1M Buy
180,665
+2,524
+1% +$280K 0.27% 75
2022
Q1 		$24.4M Buy
178,141
+3,456
+2% +$500K 0.35% 50
2021
Q4 		$27.1M Buy
174,685
+12,866
+8% +$2.08M 0.39% 47
2021
Q3 		$27.4M Buy
161,819
+4,504
+3% +$803K 0.44% 38
2021
Q2 		$27.7M Buy
157,315
+6,211
+4% +$1.12M 0.44% 35
2021
Q1 		$27.9M Buy
151,104
+6,570
+5% +$1.21M 0.55% 28
2020
Q4 		$26.2M Buy
144,534
+100,469
+228% +$14.4M 0.52% 28
2020
Q3 		$5.47M Buy
44,065
+837
+2% +$105K 0.45% 50
2020
Q2 		$4.82M Buy
43,228
+3,984
+10% +$440K 0.45% 49
2020
Q1 		$3.79M Buy
39,244
+6,755
+21% +$854K 0.46% 52
2019
Q4 		$4.69M Buy
32,489
+1,244
+4% +$174K 0.47% 55
2019
Q3 		$4.08M Buy
31,245
+34
+0.1% +$4.7K 0.5% 48
2019
Q2 		$4.36M Buy
31,211
+3,401
+12% +$451K 0.56% 43
2019
Q1 		$3.1M Buy
27,810
+2,196
+9% +$245K 0.44% 55
2018
Q4 		$2.81M Buy
25,614
+567
+2% +$64.5K 0.46% 55
2018
Q3 		$2.94M Buy
25,047
+3,379
+16% +$376K 0.42% 57
2018
Q2 		$2.27M Buy
21,668
+1,193
+6% +$122K 0.4% 64
2018
Q1 		$2.07M Sell
20,475
-2,212
-10% -$235K 0.39% 70
2017
Q4 		$2.44M Sell
22,687
-944
-4% -$97.2K 0.45% 61
2017
Q3 		$2.33M Buy
23,631
+277
+1% +$28.5K 0.52% 52
2017
Q2 		$2.48M Buy
23,354
+2,296
+11% +$251K 0.61% 40
2017
Q1 		$2.38M Buy
21,058
+526
+3% +$57.9K 0.66% 36
2016
Q4 		$2.14M Buy
20,532
+1,515
+8% +$148K 0.71% 30
2016
Q3 		$1.77M Sell
19,017
-3,764
-17% -$360K 0.76% 36
2016
Q2 		$2.23M Buy
22,781
+2,196
+11% +$220K 0.87% 26
2016
Q1 		$2.04M Sell
20,585
-897
-4% -$86.6K 0.89% 25
2015
Q4 		$2.27M Buy
+21,482
New +$2.39M 1.04% 20

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

Cetera Investment Advisers's DIS Position: Q1 2026 in Review

Cetera Investment Advisers increased its Walt Disney (DIS) stake by 0.39% in Q1 2026, buying an estimated $250K and bringing the position to 606,436 shares worth $58.4M. The position accounts for 0.06% of the portfolio, ranked #316.

Cetera Investment Advisers first reported a position in DIS in Q4 2015 and has held it in 42 quarters since. The position peaked at $73.1M in Q3 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Cetera Investment Advisers held 606,436 shares of Walt Disney worth $58.4M as of Q1 2026.
  • Cetera Investment Advisers bought 2,363 Walt Disney shares in Q1 2026, an estimated $250K.
  • Walt Disney made up 0.06% of Cetera Investment Advisers's portfolio in Q1 2026, its #316 holding.
  • Cetera Investment Advisers first reported a position in Walt Disney in Q4 2015 and has held it in 42 quarters since.
  • Cetera Investment Advisers's Walt Disney position peaked at $73.1M in Q3 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.