FFG
DIS icon

Fortress Financial Group’s Walt Disney DIS Stock Holding History

Fortress Financial Group’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 		– Sell
-2,908
Closed -$331K – 92
2025
Q4 		$331K Hold
2,908
– – 0.24% 58
2025
Q3 		$333K Buy
2,908
+12
+0.4% +$1.41K 0.26% 57
2025
Q2 		$359K Hold
2,896
– – 0.3% 46
2025
Q1 		$286K Buy
2,896
+17
+0.6% +$1.83K 0.29% 52
2024
Q4 		$321K Buy
+2,879
New +$302K 0.32% 47

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fortress Financial Group's DIS Position: Q1 2026 in Review

Fortress Financial Group sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,908 shares — an estimated $331K sold.

Fortress Financial Group first reported a position in DIS in Q4 2024 and held it in 5 quarters. The position peaked at $359K in Q2 2025. 3,005 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Fortress Financial Group reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Fortress Financial Group sold 2,908 Walt Disney shares in Q1 2026, an estimated $331K.
  • Fortress Financial Group first reported a position in Walt Disney in Q4 2024 and held it in 5 quarters.
  • Fortress Financial Group's Walt Disney position peaked at $359K in Q2 2025.
  • 3,005 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Fortress Financial Group's 13F filing for Q1 2026, filed 15 May 2026.