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Emerald Advisors’s Walt Disney DIS Stock Holding History

Emerald 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
-1,822
Closed -$207K – 128
2025
Q4 		$207K Buy
+1,822
New +$201K 0.03% 107
2021
Q4 		– Sell
-1,454
Closed -$246K – 97
2021
Q3 		$246K Buy
1,454
+22
+2% +$3.92K 0.07% 87
2021
Q2 		$252K Buy
1,432
+201
+16% +$36.1K 0.08% 85
2021
Q1 		$227K Buy
1,231
+2
+0.2% +$369 0.08% 78
2020
Q4 		$223K Buy
+1,229
New +$176K 0.08% 77

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

Emerald Advisors's DIS Position: Q1 2026 in Review

Emerald Advisors sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,822 shares — an estimated $207K sold.

Emerald Advisors first reported a position in DIS in Q4 2020 and held it in 5 quarters. The position peaked at $252K in Q2 2021. 3,005 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Emerald Advisors reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Emerald Advisors sold 1,822 Walt Disney shares in Q1 2026, an estimated $207K.
  • Emerald Advisors first reported a position in Walt Disney in Q4 2020 and held it in 5 quarters.
  • Emerald Advisors's Walt Disney position peaked at $252K in Q2 2021.
  • 3,005 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Emerald Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.