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Eaton Financial Holdings’s Walt Disney DIS Stock Holding History

Eaton Financial Holdings’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
-6,997
Closed -$796K – 128
2025
Q4 		$796K Buy
6,997
+26
+0.4% +$2.86K 0.21% 77
2025
Q3 		$798K Sell
6,971
-598
-8% -$70.4K 0.22% 70
2025
Q2 		$939K Buy
7,569
+942
+14% +$97.9K 0.29% 53
2025
Q1 		$654K Sell
6,627
-1
-0% -$107 0.27% 42
2024
Q4 		$738K Sell
6,628
-229
-3% -$24.1K 0.28% 44
2024
Q3 		$660K Buy
+6,857
New +$631K 0.27% 45
2024
Q1 		$1.54M Buy
12,614
+146
+1% +$15.3K 0.8% 29
2023
Q4 		$1.13M Buy
12,468
+47
+0.4% +$4.14K 0.27% 89
2023
Q3 		$1.01M Sell
12,421
-724
-6% -$61.8K 0.27% 84
2023
Q2 		$1.17M Buy
13,145
+1,189
+10% +$113K 0.88% 22
2023
Q1 		$1.2M Buy
11,956
+1,511
+14% +$152K 0.94% 21
2022
Q4 		$907K Buy
+10,445
New +$999K 0.78% 24

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Eaton Financial Holdings's DIS Position: Q1 2026 in Review

Eaton Financial Holdings sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 6,997 shares — an estimated $796K sold.

Eaton Financial Holdings first reported a position in DIS in Q4 2022 and held it in 12 quarters. The position peaked at $1.54M in Q1 2024. 3,005 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Eaton Financial Holdings reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Eaton Financial Holdings sold 6,997 Walt Disney shares in Q1 2026, an estimated $796K.
  • Eaton Financial Holdings first reported a position in Walt Disney in Q4 2022 and held it in 12 quarters.
  • Eaton Financial Holdings's Walt Disney position peaked at $1.54M in Q1 2024.
  • 3,005 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Eaton Financial Holdings's 13F filing for Q1 2026, filed 15 Apr 2026.