DAS
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Diversify Advisory Services’s Walt Disney DIS Stock Holding History

Diversify Advisory Services’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
-33,929
Closed -$3.77M – 385
2025
Q4 		$3.77M Buy
33,929
+2,798
+9% +$308K 0.12% 132
2025
Q3 		$3.49M Buy
31,131
+4,984
+19% +$587K 0.12% 136
2025
Q2 		$2.97M Buy
26,147
+1,631
+7% +$169K 0.11% 132
2025
Q1 		$2.24M Sell
24,516
-4,085
-14% -$439K 0.14% 115
2024
Q4 		$3.11M Sell
28,601
-7,139
-20% -$750K 0.17% 86
2024
Q3 		$3.46M Sell
35,740
-2,368
-6% -$218K 0.19% 98
2024
Q2 		$3.7M Sell
38,108
-8,364
-18% -$900K 0.2% 89
2024
Q1 		$5.65M Buy
+46,472
New +$4.85M 0.33% 61

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

Diversify Advisory Services's DIS Position: Q1 2026 in Review

Diversify Advisory Services sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 33,929 shares — an estimated $3.77M sold.

Diversify Advisory Services first reported a position in DIS in Q1 2024 and held it in 8 quarters. The position peaked at $5.65M in Q1 2024. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Diversify Advisory Services reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 33,929 Walt Disney shares in Q1 2026, an estimated $3.77M.
  • Diversify Advisory Services first reported a position in Walt Disney in Q1 2024 and held it in 8 quarters.
  • Diversify Advisory Services's Walt Disney position peaked at $5.65M in Q1 2024.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.