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Gladstone Institutional Advisory’s Walt Disney DIS Stock Holding History

Gladstone Institutional Advisory’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 		$3M Buy
31,133
+673
+2% +$71.1K 0.11% 195
2025
Q4 		$3.47M Buy
30,460
+2,898
+11% +$319K 0.13% 169
2025
Q3 		$3.16M Sell
27,562
-390
-1% -$45.9K 0.12% 179
2025
Q2 		$3.47M Buy
27,952
+1,113
+4% +$116K 0.14% 161
2025
Q1 		$2.65M Buy
26,839
+839
+3% +$90.2K 0.12% 185
2024
Q4 		$2.9M Sell
26,000
-3,714
-12% -$390K 0.13% 171
2024
Q3 		$2.86M Buy
29,714
+293
+1% +$27K 0.14% 175
2024
Q2 		$2.92M Buy
29,421
+1,607
+6% +$173K 0.15% 169
2024
Q1 		$3.4M Sell
27,814
-3,084
-10% -$322K 0.19% 146
2023
Q4 		$2.79M Sell
30,898
-438
-1% -$38.6K 0.16% 165
2023
Q3 		$2.54M Buy
31,336
+2,200
+8% +$188K 0.16% 158
2023
Q2 		$2.6M Sell
29,136
-435
-1% -$41.2K 0.16% 164
2023
Q1 		$2.96M Sell
29,571
-748
-2% -$75.4K 0.19% 151
2022
Q4 		$2.63M Sell
30,319
-4,770
-14% -$456K 0.19% 159
2022
Q3 		$3.31M Sell
35,089
-11,202
-24% -$1.2M 0.26% 99
2022
Q2 		$4.37M Buy
46,291
+10,595
+30% +$1.18M 0.35% 69
2022
Q1 		$4.9M Sell
35,696
-1,751
-5% -$253K 0.33% 78
2021
Q4 		$5.8M Buy
37,447
+5,557
+17% +$897K 0.45% 58
2021
Q3 		$5.39M Buy
31,890
+11,224
+54% +$2M 0.53% 42
2021
Q2 		$3.63M Sell
20,666
-1,905
-8% -$343K 0.43% 61
2021
Q1 		$4.17M Buy
22,571
+10,673
+90% +$1.97M 0.65% 38
2020
Q4 		$2.16M Sell
11,898
-20
-0.2% -$2.87K 0.43% 55
2020
Q3 		$1.48M Sell
11,918
-431
-3% -$53.9K 0.35% 62
2020
Q2 		$1.38M Sell
12,349
-76
-0.6% -$8.39K 0.35% 68
2020
Q1 		$1.2M Buy
12,425
+3,959
+47% +$501K 0.31% 70
2019
Q4 		$1.22M Buy
8,466
+590
+7% +$82.3K 0.3% 71
2019
Q3 		$1.03M Buy
7,876
+2,474
+46% +$342K 0.26% 77
2019
Q2 		$754K Buy
5,402
+2,828
+110% +$375K 0.23% 97
2019
Q1 		$286K Sell
2,574
-1,382
-35% -$154K 0.11% 158
2018
Q4 		$434K Buy
+3,956
New +$450K 0.25% 92

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

Gladstone Institutional Advisory's DIS Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Walt Disney (DIS) stake by 2.2% in Q1 2026, buying an estimated $71.1K and bringing the position to 31,133 shares worth $3M. The position accounts for 0.11% of the portfolio, ranked #195.

Gladstone Institutional Advisory first reported a position in DIS in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.8M in Q4 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Gladstone Institutional Advisory held 31,133 shares of Walt Disney worth $3M as of Q1 2026.
  • Gladstone Institutional Advisory bought 673 Walt Disney shares in Q1 2026, an estimated $71.1K.
  • Walt Disney made up 0.11% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #195 holding.
  • Gladstone Institutional Advisory first reported a position in Walt Disney in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's Walt Disney position peaked at $5.8M in Q4 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.