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Fi3 Financial Advisors’s Walt Disney DIS Stock Holding History

Fi3 Financial 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 		$340K Buy
3,532
+862
+32% +$91.1K 0.1% 121
2025
Q4 		$306K Buy
2,670
+618
+30% +$68.1K 0.09% 126
2025
Q3 		$235K Sell
2,052
-548
-21% -$64.5K 0.08% 132
2025
Q2 		$324K Buy
2,600
+533
+26% +$55.4K 0.12% 91
2025
Q1 		$204K Buy
2,067
+51
+3% +$5.48K 0.08% 128
2024
Q4 		$226K Buy
+2,016
New +$212K 0.08% 105
2022
Q2 		– Sell
-1,783
Closed -$245K – 52
2022
Q1 		$245K Buy
1,783
+188
+12% +$27.2K 0.19% 40
2021
Q4 		$247K Buy
1,595
+201
+14% +$32.5K 0.16% 41
2021
Q3 		$236K Buy
1,394
+56
+4% +$9.98K 0.16% 41
2021
Q2 		$231K Sell
1,338
-166
-11% -$29.9K 0.16% 41
2021
Q1 		$278K Buy
+1,504
New +$277K 0.24% 36

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

Fi3 Financial Advisors's DIS Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Walt Disney (DIS) stake by 32% in Q1 2026, buying an estimated $91.1K and bringing the position to 3,532 shares worth $340K. The position accounts for 0.1% of the portfolio, ranked #121.

Fi3 Financial Advisors first reported a position in DIS in Q1 2021 and has held it in 11 quarters since. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Fi3 Financial Advisors held 3,532 shares of Walt Disney worth $340K as of Q1 2026.
  • Fi3 Financial Advisors bought 862 Walt Disney shares in Q1 2026, an estimated $91.1K.
  • Walt Disney made up 0.1% of Fi3 Financial Advisors's portfolio in Q1 2026, its #121 holding.
  • Fi3 Financial Advisors first reported a position in Walt Disney in Q1 2021 and has held it in 11 quarters since.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.