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High Net Worth Advisory Group’s Walt Disney DIS Stock Holding History

High Net Worth Advisory 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 		$442K Sell
4,585
-100
-2% -$10.6K 0.1% 153
2025
Q4 		$533K Sell
4,685
-83
-2% -$9.14K 0.12% 135
2025
Q3 		$546K Buy
4,768
+83
+2% +$9.78K 0.13% 130
2025
Q2 		$581K Sell
4,685
-2,418
-34% -$251K 0.15% 122
2025
Q1 		$701K Buy
7,103
+1
+0% +$107 0.2% 103
2024
Q4 		$791K Buy
7,102
+2,315
+48% +$243K 0.22% 97
2024
Q3 		$461K Sell
4,787
-150
-3% -$13.8K 0.13% 133
2024
Q2 		$490K Buy
4,937
+19
+0.4% +$2.04K 0.15% 118
2024
Q1 		$602K Sell
4,918
-19
-0.4% -$1.99K 0.19% 108
2023
Q4 		$446K Sell
4,937
-399
-7% -$35.2K 0.17% 119
2023
Q3 		$432K Buy
5,336
+118
+2% +$10.1K 0.17% 115
2023
Q2 		$466K Buy
5,218
+455
+10% +$43.1K 0.18% 116
2023
Q1 		$477K Sell
4,763
-94
-2% -$9.48K 0.19% 108
2022
Q4 		$422K Buy
4,857
+41
+0.9% +$3.92K 0.16% 119
2022
Q3 		$454K Sell
4,816
-2,822
-37% -$302K 0.19% 106
2022
Q2 		$721K Buy
7,638
+1,901
+33% +$211K 0.3% 83
2022
Q1 		$787K Buy
5,737
+474
+9% +$68.5K 0.29% 81
2021
Q4 		$815K Buy
+5,263
New +$850K 0.28% 72

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

High Net Worth Advisory Group's DIS Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Walt Disney (DIS) stake by 2.1% in Q1 2026, selling an estimated $10.6K and leaving 4,585 shares worth $442K. The position accounts for 0.1% of the portfolio, ranked #153.

High Net Worth Advisory Group first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $815K in Q4 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • High Net Worth Advisory Group held 4,585 shares of Walt Disney worth $442K as of Q1 2026.
  • High Net Worth Advisory Group sold 100 Walt Disney shares in Q1 2026, an estimated $10.6K.
  • Walt Disney made up 0.1% of High Net Worth Advisory Group's portfolio in Q1 2026, its #153 holding.
  • High Net Worth Advisory Group first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's Walt Disney position peaked at $815K in Q4 2021.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.