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Holistic Financial Partners’s Walt Disney DIS Stock Holding History

Holistic 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
-1,764
Closed -$201K – 148
2025
Q4 		$201K Sell
1,764
-12
-0.7% -$1.32K 0.07% 132
2025
Q3 		$203K Sell
1,776
-212
-11% -$25K 0.08% 130
2025
Q2 		$247K Buy
+1,988
New +$207K 0.11% 105
2024
Q2 		– Sell
-2,127
Closed -$260K – 126
2024
Q1 		$260K Buy
+2,127
New +$222K 0.13% 97
2023
Q3 		– Sell
-2,726
Closed -$243K – 111
2023
Q2 		$243K Sell
2,726
-27
-1% -$2.56K 0.17% 83
2023
Q1 		$276K Sell
2,753
-118
-4% -$11.9K 0.22% 75
2022
Q4 		$249K Buy
2,871
+573
+25% +$54.8K 0.22% 76
2022
Q3 		$217K Hold
2,298
– – 0.21% 78
2022
Q2 		$217K Sell
2,298
-185
-7% -$20.5K 0.2% 81
2022
Q1 		$341K Buy
2,483
+20
+0.8% +$2.89K 0.22% 66
2021
Q4 		$381K Hold
2,463
– – 0.22% 66
2021
Q3 		$417K Sell
2,463
-140
-5% -$25K 0.26% 54
2021
Q2 		$458K Buy
2,603
+78
+3% +$14K 0.27% 51
2021
Q1 		$466K Sell
2,525
-418
-14% -$77.1K 0.31% 46
2020
Q4 		$533K Buy
2,943
+838
+40% +$120K 0.37% 38
2020
Q3 		$261K Sell
2,105
-176
-8% -$22K 0.21% 65
2020
Q2 		$254K Buy
+2,281
New +$252K 0.22% 57
2018
Q2 		– Sell
-488
Closed -$49K – 116
2018
Q1 		$49K Sell
488
-53
-10% -$5.63K 0.04% 201
2017
Q4 		$58K Buy
+541
New +$55.7K 0.05% 182

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

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

Holistic Financial Partners sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,764 shares — an estimated $201K sold.

Holistic Financial Partners first reported a position in DIS in Q4 2017 and held it in 19 quarters. The position peaked at $533K in Q4 2020. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Holistic Financial Partners reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Holistic Financial Partners sold 1,764 Walt Disney shares in Q1 2026, an estimated $201K.
  • Holistic Financial Partners first reported a position in Walt Disney in Q4 2017 and held it in 19 quarters.
  • Holistic Financial Partners's Walt Disney position peaked at $533K in Q4 2020.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.