Financial Gravity Asset Management’s Walt Disney DIS Stock Holding History

Financial Gravity Asset Management’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	$2.41M	Buy	25,040 +1,088	+5%	+$115K	0.43%	55
2025 Q4	$2.72M	Buy	23,952 +1,821	+8%	+$201K	0.52%	49
2025 Q3	$2.53M	Buy	+22,131	New	+$2.61M	0.5%	48
2025 Q1	$1.99M	Buy	+20,191	New	+$2.17M	0.43%	61
2024 Q2	$1.85M	Buy	18,631 +1,403	+8%	+$151K	0.46%	56
2024 Q1	$1.56M	Hold	17,228	–	–	0.44%	60
2023 Q4	$1.56M	Buy	+17,228	New	+$1.52M	0.44%	60
2021 Q3	$762K	Sell	3,441 -3,882	-53%	-$692K	0.36%	50
2021 Q2	$1.46M	Buy	+7,323	New	+$1.32M	0.52%	40
2020 Q4	$727K	Buy	+4,009	New	+$575K	0.67%	33
2019 Q4	$145K	Sell	384 -54	-12%	-$7.54K	0.1%	194
2019 Q3	$57K	Buy	438 +74	+20%	+$10.2K	0.05%	270
2019 Q2	$51K	Buy	364 +8	+2%	+$1.06K	0.04%	318
2019 Q1	$40K	Buy	+356	New	+$39.8K	0.03%	359
2018 Q3	$40K	Buy	351 +96	+38%	+$10.7K	0.04%	379
2018 Q2	$29K	Sell	255 -3	-1%	-$307	0.03%	426
2018 Q1	$26K	Buy	+258	New	+$27.4K	0.03%	484

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's DIS Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Walt Disney (DIS) stake by 4.5% in Q1 2026, buying an estimated $115K and bringing the position to 25,040 shares worth $2.41M. The position accounts for 0.43% of the portfolio, ranked #55.

Financial Gravity Asset Management first reported a position in DIS in Q1 2018 and has held it in 17 quarters since. The position peaked at $2.72M in Q4 2025. 3,009 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Financial Gravity Asset Management held 25,040 shares of Walt Disney worth $2.41M as of Q1 2026.
Financial Gravity Asset Management bought 1,088 Walt Disney shares in Q1 2026, an estimated $115K.
Walt Disney made up 0.43% of Financial Gravity Asset Management's portfolio in Q1 2026, its #55 holding.
Financial Gravity Asset Management first reported a position in Walt Disney in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's Walt Disney position peaked at $2.72M in Q4 2025.
3,009 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.