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Frederick Financial Consultants’s Walt Disney DIS Stock Holding History

Frederick Financial Consultants’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
-2,028
Closed -$231K – 112
2025
Q4 		$231K Buy
+2,028
New +$223K 0.13% 96

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

Frederick Financial Consultants's DIS Position: Q1 2026 in Review

Frederick Financial Consultants sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,028 shares — an estimated $231K sold.

Frederick Financial Consultants first reported a position in DIS in Q4 2025 and held it in 1 quarter. The position peaked at $231K in Q4 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Frederick Financial Consultants reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Frederick Financial Consultants sold 2,028 Walt Disney shares in Q1 2026, an estimated $231K.
  • Frederick Financial Consultants first reported a position in Walt Disney in Q4 2025 and held it in 1 quarter.
  • Frederick Financial Consultants's Walt Disney position peaked at $231K in Q4 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.