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Garton & Associates Financial Advisors’s Walt Disney DIS Stock Holding History

Garton & Associates Financial 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 		– Sell
-662
Closed -$75.3K – 268
2025
Q4 		$75.3K Buy
+662
New +$72.9K 0.04% 296

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

Garton & Associates Financial Advisors's DIS Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 662 shares — an estimated $75.3K sold.

Garton & Associates Financial Advisors first reported a position in DIS in Q4 2025 and held it in 1 quarter. The position peaked at $75.3K in Q4 2025. 3,005 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 662 Walt Disney shares in Q1 2026, an estimated $75.3K.
  • Garton & Associates Financial Advisors first reported a position in Walt Disney in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Walt Disney position peaked at $75.3K in Q4 2025.
  • 3,005 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.