Petra Financial Advisors’s Walt Disney DIS Stock Holding History

Petra Financial 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	–	Sell	-2,349	Closed	-$267K	–	126
2025 Q4	$267K	Buy	+2,349	New	+$259K	0.16%	123
2025 Q3	–	Sell	-1,644	Closed	-$204K	–	144
2025 Q2	$204K	Buy	+1,644	New	+$171K	0.13%	133
2025 Q1	–	Sell	-1,923	Closed	-$214K	–	126
2024 Q4	$214K	Buy	+1,923	New	+$202K	0.15%	132
2023 Q2	–	Sell	-2,074	Closed	-$208K	–	110
2023 Q1	$208K	Buy	+2,074	New	+$209K	0.21%	76

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

Petra Financial Advisors's DIS Position: Q1 2026 in Review

Petra Financial Advisors sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,349 shares — an estimated $267K sold.

Petra Financial Advisors first reported a position in DIS in Q1 2023 and held it in 4 quarters. The position peaked at $267K in Q4 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Petra Financial Advisors reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Petra Financial Advisors sold 2,349 Walt Disney shares in Q1 2026, an estimated $267K.
Petra Financial Advisors first reported a position in Walt Disney in Q1 2023 and held it in 4 quarters.
Petra Financial Advisors's Walt Disney position peaked at $267K in Q4 2025.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Petra Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.