MWA
DIS icon

Medallion Wealth Advisors’s Walt Disney DIS Stock Holding History

Medallion 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 		$89K Sell
922
-20
-2% -$2.11K 0.03% 378
2025
Q4 		$107K Sell
942
-241
-20% -$26.5K 0.04% 346
2025
Q3 		$135K Buy
1,183
+1
+0.1% +$118 0.05% 295
2025
Q2 		$146K Sell
1,182
-231
-16% -$24K 0.06% 281
2025
Q1 		$139K Sell
1,413
-574
-29% -$61.7K 0.06% 256
2024
Q4 		$214K Buy
+1,987
New +$209K 0.11% 183

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

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

Medallion Wealth Advisors reduced its Walt Disney (DIS) stake by 2.1% in Q1 2026, selling an estimated $2.11K and leaving 922 shares worth $89K. The position accounts for 0.03% of the portfolio, ranked #378.

Medallion Wealth Advisors first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $214K in Q4 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Medallion Wealth Advisors held 922 shares of Walt Disney worth $89K as of Q1 2026.
  • Medallion Wealth Advisors sold 20 Walt Disney shares in Q1 2026, an estimated $2.11K.
  • Walt Disney made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #378 holding.
  • Medallion Wealth Advisors first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Walt Disney position peaked at $214K in Q4 2024.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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