IWA
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Integrity Wealth Advisors’s Walt Disney DIS Stock Holding History

Integrity Wealth Advisors’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
-1,852
Closed -$209K – 75
2025
Q4 		$209K Sell
1,852
-11,476
-86% -$1.26M 0.14% 70
2025
Q3 		$1.59M Buy
13,328
+5,614
+73% +$661K 0.57% 25
2025
Q2 		$957K Buy
7,714
+49
+0.6% +$5.09K 0.67% 25
2025
Q1 		$757K Sell
7,665
-248
-3% -$26.7K 0.55% 25
2024
Q4 		$881K Buy
+7,913
New +$831K 0.64% 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

Integrity Wealth Advisors's DIS Position: Q1 2026 in Review

Integrity Wealth Advisors sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,852 shares — an estimated $209K sold.

Integrity Wealth Advisors first reported a position in DIS in Q4 2024 and held it in 5 quarters. The position peaked at $1.59M in Q3 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Integrity Wealth Advisors reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Integrity Wealth Advisors sold 1,852 Walt Disney shares in Q1 2026, an estimated $209K.
  • Integrity Wealth Advisors first reported a position in Walt Disney in Q4 2024 and held it in 5 quarters.
  • Integrity Wealth Advisors's Walt Disney position peaked at $1.59M in Q3 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Integrity Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.