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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
2025
Q1 		– Sell
-400
Closed -$44.5K – 1263
2024
Q4 		$44.5K Buy
+400
New +$42K ﹤0.01% 1076
2024
Q1 		– Sell
-100
Closed -$9.03K – 942
2023
Q4 		$9.03K Buy
+100
New +$8.82K ﹤0.01% 841

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

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.