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Paladin Advisory Group’s Walt Disney DIS Stock Holding History

Paladin Advisory Group’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
2023
Q1 		– Sell
-1,681
Closed -$146K – 322
2022
Q4 		$146K Hold
1,681
– – 0.12% 106
2022
Q3 		$158K Hold
1,681
– – 0.14% 99
2022
Q2 		$158K Buy
+1,681
New +$187K 0.14% 103
2022
Q1 		– Sell
-1,652
Closed -$255K – 335
2021
Q4 		$255K Buy
+1,652
New +$267K 0.21% 85

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

Paladin Advisory Group's DIS Position: Q1 2026 in Review

Paladin Advisory Group reduced its Walt Disney (DIS) stake by 43% in Q1 2026, selling an estimated $6.34K and leaving 80 shares worth $7.71K. The position accounts for 0.01% of the portfolio, ranked #211.

Paladin Advisory Group first reported a position in DIS in Q1 2022 and has held it in 14 quarters since. The position peaked at $230K in Q1 2022. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Paladin Advisory Group held 80 shares of Walt Disney worth $7.71K as of Q1 2026.
  • Paladin Advisory Group sold 60 Walt Disney shares in Q1 2026, an estimated $6.34K.
  • Walt Disney made up 0.01% of Paladin Advisory Group's portfolio in Q1 2026, its #211 holding.
  • Paladin Advisory Group first reported a position in Walt Disney in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's Walt Disney position peaked at $230K in Q1 2022.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.