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Independent Solutions Wealth Management’s Walt Disney DIS Stock Holding History

Independent Solutions Wealth Management’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
-1,804
Closed -$205K – 191
2025
Q4 		$205K Sell
1,804
-100
-5% -$11K 0.04% 167
2025
Q3 		$218K Sell
1,904
-200
-10% -$23.6K 0.04% 167
2025
Q2 		$261K Sell
2,104
-680
-24% -$70.7K 0.05% 163
2025
Q1 		$275K Sell
2,784
-27
-1% -$2.9K 0.06% 158
2024
Q4 		$313K Sell
2,811
-370
-12% -$38.9K 0.07% 139
2024
Q3 		$306K Sell
3,181
-957
-23% -$88.1K 0.07% 139
2024
Q2 		$411K Sell
4,138
-175
-4% -$18.8K 0.09% 129
2024
Q1 		$528K Sell
4,313
-470
-10% -$49.1K 0.13% 119
2023
Q4 		$432K Sell
4,783
-855
-15% -$75.4K 0.11% 128
2023
Q3 		$457K Sell
5,638
-1,127
-17% -$96.3K 0.12% 131
2023
Q2 		$604K Sell
6,765
-132
-2% -$12.5K 0.15% 115
2023
Q1 		$691K Buy
6,897
+350
+5% +$35.3K 0.2% 100
2022
Q4 		$569K Sell
6,547
-1,476
-18% -$141K 0.17% 113
2022
Q3 		$757K Sell
8,023
-20
-0.2% -$2.14K 0.25% 90
2022
Q2 		$759K Sell
8,043
-2,585
-24% -$287K 0.24% 88
2022
Q1 		$1.46M Sell
10,628
-177
-2% -$25.6K 0.34% 72
2021
Q4 		$1.67M Buy
10,805
+2,169
+25% +$350K 0.39% 66
2021
Q3 		$1.46M Sell
8,636
-25
-0.3% -$4.46K 0.36% 67
2021
Q2 		$1.52M Sell
8,661
-305
-3% -$54.9K 0.37% 64
2021
Q1 		$1.65M Sell
8,966
-3,941
-31% -$727K 0.45% 55
2020
Q4 		$2.34M Sell
12,907
-2,402
-16% -$345K 0.73% 34
2020
Q3 		$1.9M Sell
15,309
-1,201
-7% -$150K 0.72% 35
2020
Q2 		$1.84M Buy
16,510
+462
+3% +$51K 0.79% 31
2020
Q1 		$1.55M Buy
16,048
+546
+4% +$69K 0.86% 29
2019
Q4 		$2.24M Buy
+15,502
New +$2.16M 0.99% 24

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 Solutions Wealth Management's DIS Position: Q1 2026 in Review

Independent Solutions Wealth Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,804 shares — an estimated $205K sold.

Independent Solutions Wealth Management first reported a position in DIS in Q4 2019 and held it in 25 quarters. The position peaked at $2.34M in Q4 2020. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Independent Solutions Wealth Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,804 Walt Disney shares in Q1 2026, an estimated $205K.
  • Independent Solutions Wealth Management first reported a position in Walt Disney in Q4 2019 and held it in 25 quarters.
  • Independent Solutions Wealth Management's Walt Disney position peaked at $2.34M in Q4 2020.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.