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Guardian Financial Partners’s Walt Disney DIS Stock Holding History

Guardian 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 		– Sell
-1,913
Closed -$218K – 68
2025
Q4 		$218K Buy
1,913
+159
+9% +$17.5K 0.09% 66
2025
Q3 		$201K Buy
+1,754
New +$207K 0.08% 63

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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

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

Guardian Financial Partners sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,913 shares — an estimated $218K sold.

Guardian Financial Partners first reported a position in DIS in Q3 2025 and held it in 2 quarters. The position peaked at $218K in Q4 2025. 3,005 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Guardian Financial Partners reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Guardian Financial Partners sold 1,913 Walt Disney shares in Q1 2026, an estimated $218K.
  • Guardian Financial Partners first reported a position in Walt Disney in Q3 2025 and held it in 2 quarters.
  • Guardian Financial Partners's Walt Disney position peaked at $218K in Q4 2025.
  • 3,005 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Guardian Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.