Concurrent Investment Advisors’s Walt Disney DIS Stock Holding History

Concurrent Investment 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	$8.22M	Sell	85,251 -26,937	-24%	-$2.85M	0.09%	245
2025 Q4	$12.8M	Buy	112,188 +42,924	+62%	+$4.73M	0.15%	151
2025 Q3	$7.93M	Sell	69,264 -3,443	-5%	-$406K	0.14%	157
2025 Q2	$9.02M	Buy	72,707 +2,982	+4%	+$310K	0.17%	128
2025 Q1	$6.88M	Buy	69,725 +5,767	+9%	+$620K	0.17%	129
2024 Q4	$7.12M	Sell	63,958 -2,786	-4%	-$293K	0.19%	108
2024 Q3	$6.42M	Buy	66,744 +5,184	+8%	+$477K	0.19%	114
2024 Q2	$6.11M	Buy	61,560 +6,068	+11%	+$653K	0.2%	114
2024 Q1	$6.79M	Buy	55,492 +13,372	+32%	+$1.4M	0.27%	85
2023 Q4	$3.8M	Buy	+42,120	New	+$3.71M	0.18%	135

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concurrent Investment Advisors's DIS Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Walt Disney (DIS) stake by 24% in Q1 2026, selling an estimated $2.85M and leaving 85,251 shares worth $8.22M. The position accounts for 0.09% of the portfolio, ranked #245.

Concurrent Investment Advisors first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.8M in Q4 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Concurrent Investment Advisors held 85,251 shares of Walt Disney worth $8.22M as of Q1 2026.
Concurrent Investment Advisors sold 26,937 Walt Disney shares in Q1 2026, an estimated $2.85M.
Walt Disney made up 0.09% of Concurrent Investment Advisors's portfolio in Q1 2026, its #245 holding.
Concurrent Investment Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Walt Disney position peaked at $12.8M in Q4 2025.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.