FourThought Financial Partners’s Walt Disney DIS Stock Holding History

FourThought Financial Partners’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	$344K	Sell	3,565 -1,296	-27%	-$137K	0.03%	234
2025 Q4	$553K	Buy	4,861 +1,449	+42%	+$160K	0.05%	199
2025 Q3	$391K	Sell	3,412 -409	-11%	-$48.2K	0.03%	224
2025 Q2	$474K	Sell	3,821 -141	-4%	-$14.7K	0.05%	188
2025 Q1	$391K	Sell	3,962 -39	-1%	-$4.19K	0.04%	209
2024 Q4	$446K	Buy	+4,001	New	+$420K	0.05%	196
2024 Q2	–	Sell	-4,332	Closed	-$530K	–	224
2024 Q1	$530K	Sell	4,332 -6	-0.1%	-$627	0.06%	196
2023 Q4	$392K	Sell	4,338 -2,401	-36%	-$212K	0.05%	218
2023 Q3	$546K	Buy	6,739 +954	+16%	+$81.5K	0.08%	175
2023 Q2	$517K	Sell	5,785 -195	-3%	-$18.5K	0.07%	186
2023 Q1	$599K	Sell	5,980 -18,412	-75%	-$1.86M	0.08%	162
2022 Q4	$2.12M	Buy	+24,392	New	+$2.33M	0.31%	82

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FourThought Financial Partners's DIS Position: Q1 2026 in Review

FourThought Financial Partners reduced its Walt Disney (DIS) stake by 27% in Q1 2026, selling an estimated $137K and leaving 3,565 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #234.

FourThought Financial Partners first reported a position in DIS in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.12M in Q4 2022. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

FourThought Financial Partners held 3,565 shares of Walt Disney worth $344K as of Q1 2026.
FourThought Financial Partners sold 1,296 Walt Disney shares in Q1 2026, an estimated $137K.
Walt Disney made up 0.03% of FourThought Financial Partners's portfolio in Q1 2026, its #234 holding.
FourThought Financial Partners first reported a position in Walt Disney in Q4 2022 and has held it in 12 quarters since.
FourThought Financial Partners's Walt Disney position peaked at $2.12M in Q4 2022.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.