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HORAN Wealth’s Walt Disney DIS Stock Holding History

HORAN Wealth’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 		$221K Sell
2,291
-44
-2% -$4.65K 0.02% 186
2025
Q4 		$266K Sell
2,335
-85
-4% -$9.36K 0.04% 149
2025
Q3 		$277K Hold
2,420
– – 0.04% 160
2025
Q2 		$300K Buy
+2,420
New +$251K 0.09% 94

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

HORAN Wealth's DIS Position: Q1 2026 in Review

HORAN Wealth reduced its Walt Disney (DIS) stake by 1.9% in Q1 2026, selling an estimated $4.65K and leaving 2,291 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #186.

HORAN Wealth first reported a position in DIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $300K in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • HORAN Wealth held 2,291 shares of Walt Disney worth $221K as of Q1 2026.
  • HORAN Wealth sold 44 Walt Disney shares in Q1 2026, an estimated $4.65K.
  • Walt Disney made up 0.02% of HORAN Wealth's portfolio in Q1 2026, its #186 holding.
  • HORAN Wealth first reported a position in Walt Disney in Q2 2025 and has held it in 4 quarters since.
  • HORAN Wealth's Walt Disney position peaked at $300K in Q2 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.