EFN
DIS icon

Equita Financial Network’s Walt Disney DIS Stock Holding History

Equita Financial Network’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 		$295K Sell
3,058
-262
-8% -$27.7K 0.09% 73
2025
Q4 		$378K Buy
3,320
+37
+1% +$4.08K 0.11% 70
2025
Q3 		$376K Buy
3,283
+1,062
+48% +$125K 0.13% 65
2025
Q2 		$275K Sell
2,221
-203
-8% -$21.1K 0.11% 70
2025
Q1 		$239K Buy
+2,424
New +$261K 0.08% 79

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

Equita Financial Network's DIS Position: Q1 2026 in Review

Equita Financial Network reduced its Walt Disney (DIS) stake by 7.9% in Q1 2026, selling an estimated $27.7K and leaving 3,058 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #73.

Equita Financial Network first reported a position in DIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $378K in Q4 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Equita Financial Network held 3,058 shares of Walt Disney worth $295K as of Q1 2026.
  • Equita Financial Network sold 262 Walt Disney shares in Q1 2026, an estimated $27.7K.
  • Walt Disney made up 0.09% of Equita Financial Network's portfolio in Q1 2026, its #73 holding.
  • Equita Financial Network first reported a position in Walt Disney in Q1 2025 and has held it in 5 quarters since.
  • Equita Financial Network's Walt Disney position peaked at $378K in Q4 2025.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.