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ORBA Wealth Advisors’s Walt Disney DIS Stock Holding History

ORBA 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 		$390K Sell
4,045
-200
-5% -$21.1K 0.46% 52
2025
Q4 		$483K Sell
4,245
-453
-10% -$49.9K 0.42% 51
2025
Q3 		$538K Hold
4,698
– – 0.44% 47
2025
Q2 		$583K Buy
4,698
+590
+14% +$61.3K 0.53% 44
2025
Q1 		$405K Hold
4,108
– – 0.2% 72
2024
Q4 		$457K Sell
4,108
-100
-2% -$10.5K 0.24% 67
2024
Q3 		$405K Sell
4,208
-318
-7% -$29.3K 0.2% 75
2024
Q2 		$449K Buy
4,526
+369
+9% +$39.7K 0.23% 68
2024
Q1 		$509K Buy
4,157
+1,200
+41% +$125K 0.28% 53
2023
Q4 		$267K Buy
+2,957
New +$261K 0.16% 79

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

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

ORBA Wealth Advisors reduced its Walt Disney (DIS) stake by 4.7% in Q1 2026, selling an estimated $21.1K and leaving 4,045 shares worth $390K. The position accounts for 0.46% of the portfolio, ranked #52.

ORBA Wealth Advisors first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $583K in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • ORBA Wealth Advisors held 4,045 shares of Walt Disney worth $390K as of Q1 2026.
  • ORBA Wealth Advisors sold 200 Walt Disney shares in Q1 2026, an estimated $21.1K.
  • Walt Disney made up 0.46% of ORBA Wealth Advisors's portfolio in Q1 2026, its #52 holding.
  • ORBA Wealth Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
  • ORBA Wealth Advisors's Walt Disney position peaked at $583K in Q2 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.