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Modus Advisors’s Walt Disney DIS Stock Holding History

Modus 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
-1,110
Closed -$126K – 169
2025
Q4 		$126K Buy
+1,110
New +$122K 0.03% 136
2025
Q1 		– Sell
-1,389
Closed -$155K – 152
2024
Q4 		$155K Buy
+1,389
New +$146K 0.05% 116
2023
Q4 		– Sell
-18,988
Closed -$1.54M – 99
2023
Q3 		$1.54M Sell
18,988
-3,158
-14% -$270K 0.67% 51
2023
Q2 		$1.98M Buy
22,146
+1,771
+9% +$168K 0.85% 46
2023
Q1 		$2.04M Buy
20,375
+297
+1% +$29.9K 0.94% 46
2022
Q4 		$1.74M Buy
20,078
+4,791
+31% +$458K 0.84% 48
2022
Q3 		$1.44M Buy
15,287
+270
+2% +$28.9K 0.76% 45
2022
Q2 		$1.42M Buy
15,017
+954
+7% +$106K 0.72% 45
2022
Q1 		$1.93M Buy
14,063
+1,540
+12% +$223K 0.85% 41
2021
Q4 		$1.94M Sell
12,523
-63
-0.5% -$10.2K 0.83% 40
2021
Q3 		$2.13M Buy
12,586
+270
+2% +$48.1K 0.92% 36
2021
Q2 		$2.17M Sell
12,316
-190
-2% -$34.2K 0.91% 36
2021
Q1 		$2.31M Buy
12,506
+474
+4% +$87.4K 1.07% 30
2020
Q4 		$2.18M Buy
12,032
+681
+6% +$97.7K 1.13% 28
2020
Q3 		$1.41M Buy
11,351
+1,980
+21% +$247K 0.81% 40
2020
Q2 		$1.04M Buy
9,371
+3,079
+49% +$340K 0.68% 42
2020
Q1 		$608K Buy
+6,292
New +$795K 0.56% 33

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

Modus Advisors's DIS Position: Q1 2026 in Review

Modus Advisors sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,110 shares — an estimated $126K sold.

Modus Advisors first reported a position in DIS in Q1 2020 and held it in 17 quarters. The position peaked at $2.31M in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Modus Advisors reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Modus Advisors sold 1,110 Walt Disney shares in Q1 2026, an estimated $126K.
  • Modus Advisors first reported a position in Walt Disney in Q1 2020 and held it in 17 quarters.
  • Modus Advisors's Walt Disney position peaked at $2.31M in Q1 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.