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Foundations Investment Advisors’s Walt Disney DIS Stock Holding History

Foundations Investment 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 		$1.95M Sell
20,240
-1,492
-7% -$158K 0.02% 380
2025
Q4 		$2.47M Buy
21,732
+2,184
+11% +$241K 0.03% 318
2025
Q3 		$2.24M Sell
19,548
-1,225
-6% -$144K 0.03% 305
2025
Q2 		$2.58M Sell
20,773
-3,956
-16% -$411K 0.04% 277
2025
Q1 		$2.44M Sell
24,729
-1,136
-4% -$122K 0.05% 268
2024
Q4 		$2.88M Buy
25,865
+1,442
+6% +$151K 0.06% 237
2024
Q3 		$2.35M Sell
24,423
-543
-2% -$50K 0.05% 249
2024
Q2 		$2.48M Buy
24,966
+1,844
+8% +$199K 0.06% 216
2024
Q1 		$2.83M Buy
23,122
+849
+4% +$88.7K 0.07% 203
2023
Q4 		$2.16M Sell
22,273
-17,295
-44% -$1.52M 0.06% 217
2023
Q3 		$3.21M Buy
39,568
+6,123
+18% +$523K 0.1% 161
2023
Q2 		$2.99M Buy
33,445
+13,004
+64% +$1.23M 0.1% 150
2023
Q1 		$2.05M Buy
20,441
+1,095
+6% +$110K 0.07% 161
2022
Q4 		$1.68M Sell
19,346
-3,405
-15% -$326K 0.07% 157
2022
Q3 		$2.15M Buy
22,751
+2,921
+15% +$313K 0.09% 94
2022
Q2 		$1.91M Buy
19,830
+10,410
+111% +$1.16M 0.08% 100
2022
Q1 		$1.23M Buy
9,420
+401
+4% +$58K 0.05% 113
2021
Q4 		$1.42M Buy
9,019
+1,412
+19% +$228K 0.05% 103
2021
Q3 		$1.33M Buy
7,607
+204
+3% +$36.4K 0.06% 94
2021
Q2 		$1.31M Buy
7,403
+247
+3% +$44.4K 0.06% 91
2021
Q1 		$1.34M Buy
7,156
+3,032
+74% +$559K 0.08% 77
2020
Q4 		$737K Sell
4,124
-442
-10% -$63.4K 0.05% 88
2020
Q3 		$560K Buy
4,566
+946
+26% +$118K 0.12% 97
2020
Q2 		$406K Buy
3,620
+1,494
+70% +$165K 0.04% 112
2020
Q1 		$202K Buy
2,126
+257
+14% +$32.5K 0.02% 109
2019
Q4 		$272K Buy
1,869
+47
+3% +$6.56K 0.03% 111
2019
Q3 		$234K Buy
+1,822
New +$252K 0.03% 118

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

Foundations Investment Advisors's DIS Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Walt Disney (DIS) stake by 6.9% in Q1 2026, selling an estimated $158K and leaving 20,240 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #380.

Foundations Investment Advisors first reported a position in DIS in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.21M in Q3 2023. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Foundations Investment Advisors held 20,240 shares of Walt Disney worth $1.95M as of Q1 2026.
  • Foundations Investment Advisors sold 1,492 Walt Disney shares in Q1 2026, an estimated $158K.
  • Walt Disney made up 0.02% of Foundations Investment Advisors's portfolio in Q1 2026, its #380 holding.
  • Foundations Investment Advisors first reported a position in Walt Disney in Q3 2019 and has held it in 27 quarters since.
  • Foundations Investment Advisors's Walt Disney position peaked at $3.21M in Q3 2023.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.