Innova Wealth Partners’s Walt Disney DIS Stock Holding History

Innova 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	–	Sell	-1,911	Closed	-$217K	–	171
2025 Q4	$217K	Buy	1,911 +63	+3%	+$6.94K	0.11%	139
2025 Q3	$212K	Buy	+1,848	New	+$218K	0.11%	121
2024 Q2	–	Sell	-1,791	Closed	-$219K	–	84
2024 Q1	$219K	Buy	+1,791	New	+$187K	0.17%	72
2022 Q2	–	Sell	-1,503	Closed	-$206K	–	58
2022 Q1	$206K	Buy	1,503 +2	+0.1%	+$289	0.15%	70
2021 Q4	$232K	Sell	1,501 -15	-1%	-$2.42K	0.16%	66
2021 Q3	$256K	Hold	1,516	–	–	0.2%	56
2021 Q2	$266K	Buy	1,516 +15	+1%	+$2.7K	0.21%	54
2021 Q1	$277K	Buy	1,501 +10	+0.7%	+$1.84K	0.24%	51
2020 Q4	$270K	Buy	+1,491	New	+$214K	0.25%	49

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Innova Wealth Partners sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,911 shares — an estimated $217K sold.

Innova Wealth Partners first reported a position in DIS in Q4 2020 and held it in 9 quarters. The position peaked at $277K in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Innova Wealth Partners reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Innova Wealth Partners sold 1,911 Walt Disney shares in Q1 2026, an estimated $217K.
Innova Wealth Partners first reported a position in Walt Disney in Q4 2020 and held it in 9 quarters.
Innova Wealth Partners's Walt Disney position peaked at $277K in Q1 2021.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Innova Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.