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First Affirmative Financial Network’s Walt Disney DIS Stock Holding History

First Affirmative 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 		$607K Buy
+6,295
New +$665K 0.24% 97
2025
Q3 		$484K Buy
4,225
+827
+24% +$97.4K 0.23% 112
2025
Q2 		$421K Sell
3,398
-281
-8% -$29.2K 0.22% 121
2025
Q1 		$363K Sell
3,679
-53
-1% -$5.7K 0.22% 130
2024
Q4 		$416K Sell
3,732
-188
-5% -$19.7K 0.24% 112
2024
Q3 		$377K Sell
3,920
-788
-17% -$72.5K 0.21% 133
2024
Q2 		$467K Buy
4,708
+665
+16% +$71.6K 0.32% 87
2024
Q1 		$495K Buy
4,043
+50
+1% +$5.22K 0.36% 79
2023
Q4 		$361K Buy
3,993
+163
+4% +$14.4K 0.29% 113
2023
Q3 		$310K Sell
3,830
-899
-19% -$76.8K 0.3% 108
2023
Q2 		$422K Buy
4,729
+844
+22% +$80K 0.42% 63
2023
Q1 		$389K Buy
3,885
+234
+6% +$23.6K 0.45% 70
2022
Q4 		$317K Sell
3,651
-676
-16% -$64.7K 0.38% 79
2022
Q3 		$408K Sell
4,327
-94
-2% -$10.1K 0.52% 48
2022
Q2 		$417K Sell
4,421
-182
-4% -$20.2K 0.47% 55
2022
Q1 		$631K Buy
4,603
+130
+3% +$18.8K 0.61% 36
2021
Q4 		$693K Buy
4,473
+293
+7% +$47.3K 0.63% 31
2021
Q3 		$707K Buy
+4,180
New +$745K 0.73% 27

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

First Affirmative Financial Network's DIS Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Walt Disney (DIS) in Q1 2026: 6,295 shares worth $607K. The stake represents 0.24% of the portfolio and ranks #97 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in DIS as recently as Q3 2025.

First Affirmative Financial Network first reported a position in DIS in Q3 2021 and has held it in 18 quarters since. The position peaked at $707K in Q3 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • First Affirmative Financial Network held 6,295 shares of Walt Disney worth $607K as of Q1 2026.
  • Walt Disney was a new First Affirmative Financial Network position in Q1 2026.
  • Walt Disney made up 0.24% of First Affirmative Financial Network's portfolio in Q1 2026, its #97 holding.
  • First Affirmative Financial Network first reported a position in Walt Disney in Q3 2021 and has held it in 18 quarters since.
  • First Affirmative Financial Network's Walt Disney position peaked at $707K in Q3 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.