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IAG Wealth Partners’s Walt Disney DIS Stock Holding History

IAG Wealth 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 		$60.2K Sell
624
-295
-32% -$31.2K 0.01% 196
2025
Q4 		$105K Sell
919
-100
-10% -$11K 0.01% 155
2025
Q3 		$117K Sell
1,019
-85
-8% -$10K 0.01% 149
2025
Q2 		$137K Hold
1,104
– – 0.02% 128
2025
Q1 		$109K Sell
1,104
-205
-16% -$22K 0.02% 133
2024
Q4 		$146K Buy
1,309
+1
+0.1% +$105 0.03% 110
2024
Q3 		$126K Hold
1,308
– – 0.02% 115
2024
Q2 		$130K Sell
1,308
-151
-10% -$16.3K 0.03% 109
2024
Q1 		$179K Hold
1,459
– – 0.04% 99
2023
Q4 		$132K Sell
1,459
-680
-32% -$59.9K 0.03% 97
2023
Q3 		$173K Buy
2,139
+163
+8% +$13.9K 0.05% 83
2023
Q2 		$176K Buy
1,976
+51
+3% +$4.83K 0.05% 92
2023
Q1 		$193K Sell
1,925
-42
-2% -$4.23K 0.05% 78
2022
Q4 		$171K Buy
1,967
+1,555
+377% +$149K 0.05% 80
2022
Q3 		$39K Buy
412
+258
+168% +$27.6K 0.01% 143
2022
Q2 		$15K Sell
154
-53
-26% -$5.88K ﹤0.01% 232
2022
Q1 		$28K Buy
207
+50
+32% +$7.23K 0.01% 188
2021
Q4 		$24K Sell
157
-17
-10% -$2.75K 0.01% 204
2021
Q3 		$30K Hold
174
– – 0.01% 164
2021
Q2 		$31K Buy
174
+1
+0.6% +$180 0.01% 160
2021
Q1 		$32K Sell
173
-8
-4% -$1.48K 0.01% 148
2020
Q4 		$33K Hold
181
– – 0.01% 133
2020
Q3 		$23K Sell
181
-17
-9% -$2.13K 0.01% 153
2020
Q2 		$22K Buy
198
+5
+3% +$552 0.01% 154
2020
Q1 		$19K Sell
193
-593
-75% -$75K 0.01% 153
2019
Q4 		$114K Buy
+786
New +$110K 0.07% 61

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

IAG Wealth Partners's DIS Position: Q1 2026 in Review

IAG Wealth Partners reduced its Walt Disney (DIS) stake by 32% in Q1 2026, selling an estimated $31.2K and leaving 624 shares worth $60.2K. The position accounts for 0.01% of the portfolio, ranked #196.

IAG Wealth Partners first reported a position in DIS in Q4 2019 and has held it in 26 quarters since. The position peaked at $193K in Q1 2023. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • IAG Wealth Partners held 624 shares of Walt Disney worth $60.2K as of Q1 2026.
  • IAG Wealth Partners sold 295 Walt Disney shares in Q1 2026, an estimated $31.2K.
  • Walt Disney made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #196 holding.
  • IAG Wealth Partners first reported a position in Walt Disney in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Walt Disney position peaked at $193K in Q1 2023.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.