Paragon Financial Partners’s Walt Disney DIS Stock Holding History

Paragon Financial Partners’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	$204K	Buy	1,993 +1	+0.1%	+$106	0.12%	75
2025 Q4	$227K	Hold	1,992	–	–	0.14%	70
2025 Q3	$228K	Sell	1,992 -5	-0.3%	-$589	0.14%	70
2025 Q2	$248K	Buy	+1,997	New	+$207K	0.17%	63
2025 Q1	–	Sell	-2,116	Closed	-$236K	–	70
2024 Q4	$236K	Sell	2,116 -93	-4%	-$9.77K	0.18%	67
2024 Q3	$212K	Hold	2,209	–	–	0.16%	82
2024 Q2	$219K	Hold	2,209	–	–	0.17%	75
2024 Q1	$270K	Buy	+2,209	New	+$231K	0.22%	71
2023 Q3	–	Sell	-2,449	Closed	-$219K	–	83
2023 Q2	$219K	Hold	2,449	–	–	0.21%	80
2023 Q1	$245K	Buy	2,449 +3	+0.1%	+$302	0.26%	72
2022 Q4	$213K	Hold	2,446	–	–	0.24%	76
2022 Q3	$231K	Hold	2,446	–	–	0.26%	67
2022 Q2	$231K	Hold	2,446	–	–	0.24%	71
2022 Q1	$336K	Hold	2,446	–	–	0.29%	64
2021 Q4	$379K	Buy	+2,446	New	+$395K	0.31%	60

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paragon Financial Partners's DIS Position: Q1 2026 in Review

Paragon Financial Partners increased its Walt Disney (DIS) stake by 0.05% in Q1 2026, buying an estimated $106 and bringing the position to 1,993 shares worth $204K. The position accounts for 0.12% of the portfolio, ranked #75.

Paragon Financial Partners first reported a position in DIS in Q4 2021 and has held it in 15 quarters since. The position peaked at $379K in Q4 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Paragon Financial Partners held 1,993 shares of Walt Disney worth $204K as of Q1 2026.
Paragon Financial Partners bought 1 Walt Disney share in Q1 2026, an estimated $106.
Walt Disney made up 0.12% of Paragon Financial Partners's portfolio in Q1 2026, its #75 holding.
Paragon Financial Partners first reported a position in Walt Disney in Q4 2021 and has held it in 15 quarters since.
Paragon Financial Partners's Walt Disney position peaked at $379K in Q4 2021.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Paragon Financial Partners's 13F filing for Q1 2026, filed 17 Apr 2026.