IAGL
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Innovative Advisory Group, LLC’s Walt Disney DIS Stock Holding History

Innovative Advisory Group, LLC’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
-53
Closed -$6.02K – 84
2025
Q4 		$6.02K Hold
53
– – ﹤0.01% 149
2025
Q3 		$6.06K Sell
53
-356
-87% -$41.9K ﹤0.01% 152
2025
Q2 		$50.7K Hold
409
– – 0.04% 69
2025
Q1 		$40.4K Hold
409
– – 0.04% 66
2024
Q4 		$45.5K Buy
+409
New +$43K 0.04% 64

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Innovative Advisory Group, LLC's DIS Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 53 shares — an estimated $6.02K sold.

Innovative Advisory Group, LLC first reported a position in DIS in Q4 2024 and held it in 5 quarters. The position peaked at $50.7K in Q2 2025. 3,015 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 53 Walt Disney shares in Q1 2026, an estimated $6.02K.
  • Innovative Advisory Group, LLC first reported a position in Walt Disney in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Walt Disney position peaked at $50.7K in Q2 2025.
  • 3,015 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.