MWA
DIS icon

Monograph Wealth Advisors’s Walt Disney DIS Stock Holding History

Monograph 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 		$1.44M Buy
14,901
+2,638
+22% +$279K 0.14% 54
2025
Q4 		$1.4M Buy
12,263
+10
+0.1% +$1.1K 0.14% 51
2025
Q3 		$1.4M Sell
12,253
-7
-0.1% -$824 0.14% 51
2025
Q2 		$1.53M Buy
12,260
+17
+0.1% +$1.77K 0.19% 42
2025
Q1 		$1.21M Sell
12,243
-327
-3% -$35.1K 0.16% 46
2024
Q4 		$1.41M Buy
12,570
+1,371
+12% +$144K 0.19% 41
2024
Q3 		$1.08M Buy
11,199
+1
+0% +$92 0.14% 47
2024
Q2 		$1.11M Buy
11,198
+2,524
+29% +$272K 0.16% 41
2024
Q1 		$1.06M Buy
8,674
+4,257
+96% +$445K 0.16% 54
2023
Q4 		$400K Buy
4,417
+244
+6% +$21.5K 0.07% 70
2023
Q3 		$338K Sell
4,173
-6
-0.1% -$512 0.07% 86
2023
Q2 		$373K Hold
4,179
– – 0.08% 60
2023
Q1 		$418K Sell
4,179
-1,944
-32% -$196K 0.1% 55
2022
Q4 		$532K Buy
6,123
+1,944
+47% +$186K 0.14% 51
2022
Q3 		$394K Buy
4,179
+4
+0.1% +$428 0.13% 51
2022
Q2 		$394K Sell
4,175
-2,569
-38% -$285K 0.11% 51
2022
Q1 		$925K Buy
6,744
+1,239
+23% +$179K 0.23% 32
2021
Q4 		$853K Buy
+5,505
New +$889K 0.21% 35

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

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

Monograph Wealth Advisors increased its Walt Disney (DIS) stake by 22% in Q1 2026, buying an estimated $279K and bringing the position to 14,901 shares worth $1.44M. The position accounts for 0.14% of the portfolio, ranked #54.

Monograph Wealth Advisors first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.53M in Q2 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Monograph Wealth Advisors held 14,901 shares of Walt Disney worth $1.44M as of Q1 2026.
  • Monograph Wealth Advisors bought 2,638 Walt Disney shares in Q1 2026, an estimated $279K.
  • Walt Disney made up 0.14% of Monograph Wealth Advisors's portfolio in Q1 2026, its #54 holding.
  • Monograph Wealth Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • Monograph Wealth Advisors's Walt Disney position peaked at $1.53M in Q2 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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