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Opal Wealth Advisors’s Walt Disney DIS Stock Holding History

Opal 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 		$596K Sell
6,182
-207
-3% -$21.9K 0.13% 86
2025
Q4 		$727K Sell
6,389
-58
-0.9% -$6.39K 0.19% 71
2025
Q3 		$738K Sell
6,447
-32
-0.5% -$3.77K 0.21% 64
2025
Q2 		$803K Buy
6,479
+377
+6% +$39.2K 0.22% 48
2025
Q1 		$602K Sell
6,102
-2,484
-29% -$267K 0.19% 66
2024
Q4 		$956K Buy
8,586
+2,029
+31% +$213K 0.29% 47
2024
Q3 		$631K Sell
6,557
-74
-1% -$6.81K 0.2% 67
2024
Q2 		$658K Sell
6,631
-534
-7% -$57.5K 0.21% 59
2024
Q1 		$877K Buy
7,165
+40
+0.6% +$4.18K 0.3% 45
2023
Q4 		$643K Buy
7,125
+954
+15% +$84.1K 0.25% 63
2023
Q3 		$500K Buy
6,171
+2,559
+71% +$219K 0.29% 55
2023
Q2 		$322K Buy
+3,612
New +$342K 0.16% 83
2023
Q1 		– Sell
-2,679
Closed -$233K – 120
2022
Q4 		$233K Sell
2,679
-523
-16% -$50K 0.13% 105
2022
Q3 		$302K Sell
3,202
-301
-9% -$32.2K 0.22% 64
2022
Q2 		$331K Buy
3,503
+149
+4% +$16.5K 0.22% 60
2022
Q1 		$460K Sell
3,354
-349
-9% -$50.5K 0.4% 33
2021
Q4 		$574K Sell
3,703
-2,479
-40% -$400K 0.36% 47
2021
Q3 		$1.05M Buy
6,182
+1,117
+22% +$199K 1.01% 18
2021
Q2 		$890K Buy
5,065
+83
+2% +$14.9K 0.83% 22
2021
Q1 		$919K Buy
4,982
+1,712
+52% +$316K 1% 16
2020
Q4 		$592K Buy
+3,270
New +$469K 0.74% 22

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

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

Opal Wealth Advisors reduced its Walt Disney (DIS) stake by 3.2% in Q1 2026, selling an estimated $21.9K and leaving 6,182 shares worth $596K. The position accounts for 0.13% of the portfolio, ranked #86.

Opal Wealth Advisors first reported a position in DIS in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.05M in Q3 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Opal Wealth Advisors held 6,182 shares of Walt Disney worth $596K as of Q1 2026.
  • Opal Wealth Advisors sold 207 Walt Disney shares in Q1 2026, an estimated $21.9K.
  • Walt Disney made up 0.13% of Opal Wealth Advisors's portfolio in Q1 2026, its #86 holding.
  • Opal Wealth Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 21 quarters since.
  • Opal Wealth Advisors's Walt Disney position peaked at $1.05M in Q3 2021.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.