IAA
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Independent Advisor Alliance’s Walt Disney DIS Stock Holding History

Independent Advisor Alliance’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 		$5.38M Sell
55,822
-6,394
-10% -$676K 0.06% 299
2025
Q4 		$7.08M Buy
62,216
+1,763
+3% +$194K 0.17% 95
2025
Q3 		$6.92M Buy
60,453
+1,750
+3% +$206K 0.18% 90
2025
Q2 		$7.28M Sell
58,703
-1,790
-3% -$186K 0.21% 84
2025
Q1 		$5.97M Buy
60,493
+3,605
+6% +$387K 0.2% 86
2024
Q4 		$6.33M Sell
56,888
-886
-2% -$93.1K 0.08% 228
2024
Q3 		$5.56M Sell
57,774
-719
-1% -$66.2K 0.2% 89
2024
Q2 		$5.81M Buy
58,493
+2,827
+5% +$304K 0.2% 91
2024
Q1 		$6.81M Sell
55,666
-1,863
-3% -$195K 0.25% 77
2023
Q4 		$5.19M Sell
57,529
-572
-1% -$50.4K 0.19% 96
2023
Q3 		$4.71M Buy
58,101
+1,259
+2% +$108K 0.21% 85
2023
Q2 		$5.07M Sell
56,842
-3,168
-5% -$300K 0.22% 86
2023
Q1 		$6.01M Sell
60,010
-2,034
-3% -$205K 0.29% 72
2022
Q4 		$303K Sell
62,044
-1,745
-3% -$167K 0.1% 113
2022
Q3 		$6.02M Sell
63,789
-17,193
-21% -$1.84M 0.35% 68
2022
Q2 		$7.64M Sell
80,982
-25,958
-24% -$2.88M 0.43% 59
2022
Q1 		$14.7M Sell
106,940
-5,829
-5% -$843K 0.71% 33
2021
Q4 		$17.5M Buy
112,769
+5,605
+5% +$905K 0.86% 19
2021
Q3 		$18.1M Sell
107,164
-5,070
-5% -$904K 1.01% 17
2021
Q2 		$19.7M Buy
112,234
+13,945
+14% +$2.51M 1.08% 14
2021
Q1 		$18.1M Buy
98,289
+60
+0.1% +$11.1K 1.08% 13
2020
Q4 		$17.8M Buy
98,229
+2,571
+3% +$369K 1.21% 13
2020
Q3 		$11.9M Buy
95,658
+421
+0.4% +$52.6K 0.9% 24
2020
Q2 		$10.6M Sell
95,237
-6,298
-6% -$695K 1.14% 16
2020
Q1 		$9.81M Buy
101,535
+6,902
+7% +$873K 1.43% 13
2019
Q4 		$13.7M Buy
94,633
+6,444
+7% +$899K 0.6% 29
2019
Q3 		$11.5M Buy
88,189
+6,092
+7% +$842K 1.41% 14
2019
Q2 		$10.7M Buy
82,097
+18,683
+29% +$2.48M 1.55% 11
2019
Q1 		$7.04M Buy
63,414
+2,166
+4% +$242K 0.99% 23
2018
Q4 		$6.72M Buy
61,248
+3,939
+7% +$448K 1.19% 19
2018
Q3 		$6.2M Buy
57,309
+5,882
+11% +$655K 1.12% 20
2018
Q2 		$5.01M Buy
51,427
+4,013
+8% +$410K 1.04% 21
2018
Q1 		$4.68M Buy
47,414
+47,393
+225,681% +$5.04M 1.04% 20
2017
Q4 		$0 Sell
21
-41,857
-100% -$4.31M ﹤0.01% 328
2017
Q3 		$4.17M Buy
41,878
+1,219
+3% +$125K 1.15% 24
2017
Q2 		$4.21M Buy
40,659
+12,008
+42% +$1.31M 1.34% 14
2017
Q1 		$3.24M Buy
28,651
+1,109
+4% +$122K 0.51% 57
2016
Q4 		$2.96M Buy
+27,542
New +$2.69M 1.27% 20

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

Independent Advisor Alliance's DIS Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Walt Disney (DIS) stake by 10% in Q1 2026, selling an estimated $676K and leaving 55,822 shares worth $5.38M. The position accounts for 0.06% of the portfolio, ranked #299.

Independent Advisor Alliance first reported a position in DIS in Q4 2016 and has held it in 38 quarters since. The position peaked at $19.7M in Q2 2021. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Independent Advisor Alliance held 55,822 shares of Walt Disney worth $5.38M as of Q1 2026.
  • Independent Advisor Alliance sold 6,394 Walt Disney shares in Q1 2026, an estimated $676K.
  • Walt Disney made up 0.06% of Independent Advisor Alliance's portfolio in Q1 2026, its #299 holding.
  • Independent Advisor Alliance first reported a position in Walt Disney in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's Walt Disney position peaked at $19.7M in Q2 2021.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.