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Moneta Group Investment Advisors’s Walt Disney DIS Stock Holding History

Moneta Group Investment 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 		$2.86M Buy
29,638
+1,611
+6% +$170K 0.02% 230
2025
Q4 		$3.19M Buy
28,027
+19
+0.1% +$2.09K 0.02% 219
2025
Q3 		$3.21M Buy
28,008
+7
+0% +$824 0.03% 211
2025
Q2 		$3.47M Buy
28,001
+968
+4% +$101K 0.04% 166
2025
Q1 		$2.67M Sell
27,033
-1,086
-4% -$117K 0.04% 178
2024
Q4 		$3.13M Sell
28,119
-358
-1% -$37.6K 0.04% 163
2024
Q3 		$2.74M Sell
28,477
-1,368
-5% -$126K 0.04% 169
2024
Q2 		$2.96M Buy
29,845
+3,509
+13% +$378K 0.05% 157
2024
Q1 		$3.22M Buy
26,336
+5,577
+27% +$583K 0.05% 151
2023
Q4 		$1.87M Buy
20,759
+611
+3% +$53.9K 0.04% 176
2023
Q3 		$1.63M Sell
20,148
-1,676
-8% -$143K 0.04% 179
2023
Q2 		$1.95M Buy
21,824
+1,410
+7% +$134K 0.04% 169
2023
Q1 		$2.04M Buy
20,414
+3,988
+24% +$402K 0.05% 157
2022
Q4 		$1.78M Sell
16,426
-5,084
-24% -$486K 0.05% 159
2022
Q3 		$2.03M Sell
21,510
-3,501
-14% -$375K 0.08% 133
2022
Q2 		$2.36M Buy
25,011
+4,094
+20% +$454K 0.08% 132
2022
Q1 		$2.87M Buy
20,917
+954
+5% +$138K 0.11% 113
2021
Q4 		$3.09M Buy
19,963
+296
+2% +$47.8K 0.13% 108
2021
Q3 		$3.33M Sell
19,667
-951
-5% -$170K 0.15% 97
2021
Q2 		$3.62M Buy
20,618
+3,335
+19% +$600K 0.17% 101
2021
Q1 		$3.19M Buy
17,283
+6,669
+63% +$1.23M 0.17% 96
2020
Q4 		$1.92M Buy
10,614
+1,362
+15% +$195K 0.14% 100
2020
Q3 		$1.15M Sell
9,252
-1,760
-16% -$220K 0.1% 114
2020
Q2 		$1.23M Buy
11,012
+184
+2% +$20.3K 0.12% 105
2020
Q1 		$1.05M Buy
10,828
+2,254
+26% +$285K 0.11% 103
2019
Q4 		$1.24M Buy
8,574
+1,039
+14% +$145K 0.1% 106
2019
Q3 		$982K Sell
7,535
-550
-7% -$76.1K 0.09% 118
2019
Q2 		$1.13M Buy
8,085
+384
+5% +$50.9K 0.11% 110
2019
Q1 		$855K Sell
7,701
-379
-5% -$42.4K 0.09% 106
2018
Q4 		$886K Buy
8,080
+234
+3% +$26.6K 0.11% 105
2018
Q3 		$918K Sell
7,846
-919
-10% -$102K 0.09% 110
2018
Q2 		$919K Buy
8,765
+2,220
+34% +$227K 0.1% 118
2018
Q1 		$657K Buy
6,545
+470
+8% +$49.9K 0.09% 104
2017
Q4 		$653K Sell
6,075
-11
-0.2% -$1.13K 0.1% 102
2017
Q3 		$600K Buy
6,086
+1,133
+23% +$117K 0.09% 102
2017
Q2 		$526K Buy
4,953
+1,300
+36% +$142K 0.09% 115
2017
Q1 		$414K Sell
3,653
-91
-2% -$10K 0.08% 98
2016
Q4 		$390K Buy
3,744
+941
+34% +$91.7K 0.08% 106
2016
Q3 		$260K Hold
2,803
– – 0.06% 116
2016
Q2 		$274K Buy
2,803
+536
+24% +$53.6K 0.06% 135
2016
Q1 		$225K Hold
2,267
– – 0.05% 143
2015
Q4 		$238K Sell
2,267
-311
-12% -$34.7K 0.06% 120
2015
Q3 		$263K Hold
2,578
– – 0.07% 109
2015
Q2 		$294K Sell
2,578
-14,625
-85% -$1.61M 0.09% 107
2015
Q1 		$1.8M Buy
17,203
+5,300
+45% +$535K 0.77% 16
2014
Q4 		$1.12M Buy
11,903
+5,000
+72% +$451K 0.54% 26
2014
Q3 		$615K Hold
6,903
– – 0.32% 52
2014
Q2 		$592K Buy
6,903
+2,000
+41% +$163K 0.32% 55
2014
Q1 		$393K Buy
4,903
+300
+7% +$23.3K 0.23% 73
2013
Q4 		$352K Hold
4,603
– – 0.21% 79
2013
Q3 		$297K Buy
4,603
+100
+2% +$6.41K 0.2% 89
2013
Q2 		$284K Buy
+4,503
New +$284K 0.2% 90

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

Moneta Group Investment Advisors's DIS Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Walt Disney (DIS) stake by 5.7% in Q1 2026, buying an estimated $170K and bringing the position to 29,638 shares worth $2.86M. The position accounts for 0.02% of the portfolio, ranked #230.

Moneta Group Investment Advisors first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.62M in Q2 2021. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Moneta Group Investment Advisors held 29,638 shares of Walt Disney worth $2.86M as of Q1 2026.
  • Moneta Group Investment Advisors bought 1,611 Walt Disney shares in Q1 2026, an estimated $170K.
  • Walt Disney made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #230 holding.
  • Moneta Group Investment Advisors first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
  • Moneta Group Investment Advisors's Walt Disney position peaked at $3.62M in Q2 2021.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.