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
2021
Q1 		– Sell
-91
Closed -$116K – 608
2020
Q4 		$116K Buy
+91
New +$13.1K 0.01% 525
2020
Q3 		– Sell
-1
Closed -$1K – 503
2020
Q2 		$1K Hold
1
– – ﹤0.01% 487
2020
Q1 		$1K Buy
+1
New +$126 ﹤0.01% 424
2018
Q1 		– Sell
-43,022
Closed -$4.73M – 352
2017
Q4 		$4.73M Buy
+43,022
New +$4.43M 1.06% 23

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. 2,987 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.
  • 2,987 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.