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Eldridge Investment Advisors’s Walt Disney DIS Stock Holding History

Eldridge 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 		– Sell
-1,805
Closed -$205K – 156
2025
Q4 		$205K Hold
1,805
– – 0.05% 156
2025
Q3 		$207K Buy
1,805
+168
+10% +$19.8K 0.05% 156
2025
Q2 		$203K Buy
+1,637
New +$170K 0.04% 152
2024
Q3 		– Sell
-2,368
Closed -$235K – 147
2024
Q2 		$235K Buy
2,368
+31
+1% +$3.34K 0.06% 135
2024
Q1 		$286K Sell
2,337
-18
-0.8% -$1.88K 0.07% 130
2023
Q4 		$213K Sell
2,355
-155
-6% -$13.7K 0.06% 138
2023
Q3 		$203K Sell
2,510
-75
-3% -$6.41K 0.07% 141
2023
Q2 		$231K Sell
2,585
-134
-5% -$12.7K 0.08% 131
2023
Q1 		$272K Hold
2,719
– – 0.09% 118
2022
Q4 		$236K Hold
2,719
– – 0.08% 122
2022
Q3 		$256K Buy
2,719
+67
+3% +$7.17K 0.1% 110
2022
Q2 		$250K Hold
2,652
– – 0.09% 113
2022
Q1 		$364K Sell
2,652
-100
-4% -$14.5K 0.12% 94
2021
Q4 		$426K Buy
2,752
+50
+2% +$8.07K 0.14% 91
2021
Q3 		$457K Hold
2,702
– – 0.16% 76
2021
Q2 		$475K Buy
2,702
+118
+5% +$21.2K 0.17% 72
2021
Q1 		$477K Hold
2,584
– – 0.18% 69
2020
Q4 		$468K Hold
2,584
– – 0.2% 61
2020
Q3 		$321K Hold
2,584
– – 0.15% 71
2020
Q2 		$288K Hold
2,584
– – 0.14% 77
2020
Q1 		$250K Hold
2,584
– – 0.14% 74
2019
Q4 		$374K Hold
2,584
– – 0.18% 70
2019
Q3 		$337K Hold
2,584
– – 0.17% 67
2019
Q2 		$361K Buy
2,584
+100
+4% +$13.3K 0.19% 61
2019
Q1 		$276K Buy
2,484
+36
+1% +$4.02K 0.15% 66
2018
Q4 		$268K Buy
+2,448
New +$278K 0.17% 63

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

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

Eldridge Investment Advisors sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,805 shares — an estimated $205K sold.

Eldridge Investment Advisors first reported a position in DIS in Q4 2018 and held it in 26 quarters. The position peaked at $477K in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Eldridge Investment Advisors reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Eldridge Investment Advisors sold 1,805 Walt Disney shares in Q1 2026, an estimated $205K.
  • Eldridge Investment Advisors first reported a position in Walt Disney in Q4 2018 and held it in 26 quarters.
  • Eldridge Investment Advisors's Walt Disney position peaked at $477K in Q1 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.