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Paces Ferry Wealth Advisors’s Walt Disney DIS Stock Holding History

Paces Ferry 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 		$324K Buy
3,359
+16
+0.5% +$1.69K 0.13% 91
2025
Q4 		$380K Sell
3,343
-215
-6% -$23.7K 0.15% 84
2025
Q3 		$407K Sell
3,558
-53
-1% -$6.24K 0.17% 73
2025
Q2 		$448K Buy
3,611
+3
+0.1% +$312 0.21% 67
2025
Q1 		$356K Sell
3,608
-42
-1% -$4.51K 0.18% 79
2024
Q4 		$406K Sell
3,650
-703
-16% -$73.8K 0.2% 70
2024
Q3 		$419K Sell
4,353
-2,360
-35% -$217K 0.24% 68
2024
Q2 		$667K Sell
6,713
-161
-2% -$17.3K 0.4% 47
2024
Q1 		$841K Buy
6,874
+1,357
+25% +$142K 0.54% 42
2023
Q4 		$498K Sell
5,517
-1,101
-17% -$97.1K 0.35% 56
2023
Q3 		$536K Buy
6,618
+137
+2% +$11.7K 0.43% 50
2023
Q2 		$579K Sell
6,481
-1,325
-17% -$126K 0.43% 49
2023
Q1 		$782K Buy
7,806
+1,823
+30% +$184K 0.63% 41
2022
Q4 		$520K Sell
5,983
-1,868
-24% -$179K 0.51% 43
2022
Q3 		$741K Sell
7,851
-470
-6% -$50.3K 0.81% 33
2022
Q2 		$786K Sell
8,321
-1,509
-15% -$167K 0.77% 33
2022
Q1 		$1.35M Buy
9,830
+401
+4% +$58K 1.07% 26
2021
Q4 		$1.46M Buy
9,429
+101
+1% +$16.3K 1.05% 27
2021
Q3 		$1.58M Sell
9,328
-170
-2% -$30.3K 1.26% 24
2021
Q2 		$1.67M Buy
9,498
+178
+2% +$32K 1.28% 25
2021
Q1 		$1.72M Sell
9,320
-144
-2% -$26.6K 1.5% 21
2020
Q4 		$1.72M Buy
9,464
+867
+10% +$124K 1.57% 18
2020
Q3 		$1.07M Buy
+8,597
New +$1.07M 0.93% 27

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

Paces Ferry Wealth Advisors's DIS Position: Q1 2026 in Review

Paces Ferry Wealth Advisors increased its Walt Disney (DIS) stake by 0.48% in Q1 2026, buying an estimated $1.69K and bringing the position to 3,359 shares worth $324K. The position accounts for 0.13% of the portfolio, ranked #91.

Paces Ferry Wealth Advisors first reported a position in DIS in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.72M in Q1 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Paces Ferry Wealth Advisors held 3,359 shares of Walt Disney worth $324K as of Q1 2026.
  • Paces Ferry Wealth Advisors bought 16 Walt Disney shares in Q1 2026, an estimated $1.69K.
  • Walt Disney made up 0.13% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #91 holding.
  • Paces Ferry Wealth Advisors first reported a position in Walt Disney in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's Walt Disney position peaked at $1.72M in Q1 2021.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.