Delos Wealth Advisors’s Walt Disney DIS Stock Holding History

Delos Wealth 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	$125K	Sell	1,295 -9	-0.7%	-$951	0.07%	102
2025 Q4	$148K	Hold	1,304	–	–	0.1%	64
2025 Q3	$149K	Sell	1,304 -34	-3%	-$4K	0.1%	66
2025 Q2	$166K	Buy	+1,338	New	+$139K	0.13%	57
2025 Q1	–	Sell	-1,229	Closed	-$137K	–	86
2024 Q4	$137K	Buy	+1,229	New	+$129K	0.11%	54
2024 Q3	–	Sell	-45	Closed	-$4.47K	–	239
2024 Q2	$4.47K	Hold	45	–	–	﹤0.01%	164
2024 Q1	$5.51K	Buy	45 +39	+650%	+$4.07K	0.01%	155
2023 Q4	$542	Hold	6	–	–	﹤0.01%	253
2023 Q3	$503	Hold	6	–	–	﹤0.01%	294
2023 Q2	$536	Hold	6	–	–	﹤0.01%	287
2023 Q1	$601	Hold	6	–	–	﹤0.01%	281
2022 Q4	$521	Hold	6	–	–	﹤0.01%	298
2022 Q3	$1K	Buy	+6	New	+$642	﹤0.01%	228
2022 Q2	–	Sell	-200	Closed	-$27K	–	237
2022 Q1	$27K	Sell	200 -73	-27%	-$10.6K	0.03%	97
2021 Q4	$42K	Buy	273 +264	+2,933%	+$42.6K	0.04%	85
2021 Q3	$2K	Buy	9 +5	+125%	+$891	﹤0.01%	149
2021 Q2	$1K	Buy	+4	New	+$719	﹤0.01%	160

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

Delos Wealth Advisors's DIS Position: Q1 2026 in Review

Delos Wealth Advisors reduced its Walt Disney (DIS) stake by 0.69% in Q1 2026, selling an estimated $951 and leaving 1,295 shares worth $125K. The position accounts for 0.07% of the portfolio, ranked #102.

Delos Wealth Advisors first reported a position in DIS in Q2 2021 and has held it in 17 quarters since. The position peaked at $166K in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Delos Wealth Advisors held 1,295 shares of Walt Disney worth $125K as of Q1 2026.
Delos Wealth Advisors sold 9 Walt Disney shares in Q1 2026, an estimated $951.
Walt Disney made up 0.07% of Delos Wealth Advisors's portfolio in Q1 2026, its #102 holding.
Delos Wealth Advisors first reported a position in Walt Disney in Q2 2021 and has held it in 17 quarters since.
Delos Wealth Advisors's Walt Disney position peaked at $166K in Q2 2025.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.