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Mount Yale Investment Advisors’s Walt Disney DIS Stock Holding History

Mount Yale 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
2019
Q2 		– Sell
-5,500
Closed -$3K – 324
2019
Q1 		$3K Hold
5,500
– – ﹤0.01% 305
2018
Q4 		$1K Buy
+5,500
New +$625K ﹤0.01% 306
2018
Q2 		– Sell
-5,500
Closed -$5K – 958
2018
Q1 		$5K Buy
+5,500
New +$584K ﹤0.01% 892

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

Mount Yale Investment Advisors's DIS Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Walt Disney (DIS) stake by 841% in Q1 2026, buying an estimated $11.7M and bringing the position to 123,815 shares worth $11.9M. The position accounts for 0.28% of the portfolio, ranked #80.

Mount Yale Investment Advisors first reported a position in DIS in Q1 2018 and has held it in 33 quarters since. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Mount Yale Investment Advisors held 123,815 shares of Walt Disney worth $11.9M as of Q1 2026.
  • Mount Yale Investment Advisors bought 110,652 Walt Disney shares in Q1 2026, an estimated $11.7M.
  • Walt Disney made up 0.28% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #80 holding.
  • Mount Yale Investment Advisors first reported a position in Walt Disney in Q1 2018 and has held it in 33 quarters since.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.