FWA
DIS icon

Flagship Wealth Advisors’s Walt Disney DIS Stock Holding History

Flagship Wealth 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 		$72.4K Sell
584
-1,600
-73% -$169K 0.03% 165
2025
Q4 		$248K Buy
2,184
+1,600
+274% +$176K 0.07% 111
2025
Q3 		$66.9K Sell
584
-1,600
-73% -$188K 0.02% 199
2025
Q2 		$271K Hold
2,184
– – 0.1% 96
2025
Q1 		$216K Hold
2,184
– – 0.09% 104
2024
Q4 		$243K Buy
+2,184
New +$229K 0.14% 84

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

Flagship Wealth Advisors's DIS Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its Walt Disney (DIS) stake by 73% in Q1 2026, selling an estimated $169K and leaving 584 shares worth $72.4K. The position accounts for 0.03% of the portfolio, ranked #165.

Flagship Wealth Advisors first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $271K in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Flagship Wealth Advisors held 584 shares of Walt Disney worth $72.4K as of Q1 2026.
  • Flagship Wealth Advisors sold 1,600 Walt Disney shares in Q1 2026, an estimated $169K.
  • Walt Disney made up 0.03% of Flagship Wealth Advisors's portfolio in Q1 2026, its #165 holding.
  • Flagship Wealth Advisors first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Walt Disney position peaked at $271K in Q2 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.