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Fiduciary Advisors Inc’s Walt Disney DIS Stock Holding History

Fiduciary Advisors Inc’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 		$3.74K Hold
39
– – ﹤0.01% 101
2025
Q4 		$4.39K Hold
39
– – ﹤0.01% 105
2025
Q3 		$4.42K Buy
39
+4
+11% +$471 ﹤0.01% 85
2025
Q2 		$4.4K Hold
35
– – ﹤0.01% 83
2025
Q1 		$3.5K Hold
35
– – ﹤0.01% 84
2024
Q4 		$3.93K Buy
+35
New +$3.68K ﹤0.01% 87

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

Fiduciary Advisors Inc's DIS Position: Q1 2026 in Review

Fiduciary Advisors Inc held its Walt Disney (DIS) position steady in Q1 2026 at 39 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #101.

Fiduciary Advisors Inc first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.42K in Q3 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Fiduciary Advisors Inc held 39 shares of Walt Disney worth $3.74K as of Q1 2026.
  • Fiduciary Advisors Inc left its Walt Disney share count unchanged in Q1 2026.
  • Walt Disney made up ﹤0.01% of Fiduciary Advisors Inc's portfolio in Q1 2026, its #101 holding.
  • Fiduciary Advisors Inc first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Fiduciary Advisors Inc's Walt Disney position peaked at $4.42K in Q3 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q1 2026, filed 16 Apr 2026.