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Grantvest Financial Group’s Walt Disney DIS Stock Holding History

Grantvest Financial Group’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 		$429K Sell
4,453
-128
-3% -$13.5K 0.28% 92
2025
Q4 		$521K Sell
4,581
-155
-3% -$17.1K 0.33% 73
2025
Q3 		$542K Sell
4,736
-248
-5% -$29.2K 0.37% 67
2025
Q2 		$618K Sell
4,984
-332
-6% -$34.5K 0.46% 53
2025
Q1 		$525K Buy
5,316
+1,339
+34% +$144K 0.43% 52
2024
Q4 		$443K Buy
+3,977
New +$418K 0.49% 60

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

Grantvest Financial Group's DIS Position: Q1 2026 in Review

Grantvest Financial Group reduced its Walt Disney (DIS) stake by 2.8% in Q1 2026, selling an estimated $13.5K and leaving 4,453 shares worth $429K. The position accounts for 0.28% of the portfolio, ranked #92.

Grantvest Financial Group first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $618K in Q2 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Grantvest Financial Group held 4,453 shares of Walt Disney worth $429K as of Q1 2026.
  • Grantvest Financial Group sold 128 Walt Disney shares in Q1 2026, an estimated $13.5K.
  • Walt Disney made up 0.28% of Grantvest Financial Group's portfolio in Q1 2026, its #92 holding.
  • Grantvest Financial Group first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Grantvest Financial Group's Walt Disney position peaked at $618K in Q2 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.