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Resurgent Financial Advisors’s Walt Disney DIS Stock Holding History

Resurgent 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
-2,061
Closed -$234K – 264
2025
Q4 		$234K Sell
2,061
-43
-2% -$4.74K 0.12% 192
2025
Q3 		$241K Sell
2,104
-51
-2% -$6.01K 0.12% 189
2025
Q2 		$267K Sell
2,155
-2,660
-55% -$276K 0.15% 154
2025
Q1 		$475K Sell
4,815
-506
-10% -$54.4K 0.29% 97
2024
Q4 		$592K Buy
5,321
+122
+2% +$12.8K 0.35% 84
2024
Q3 		$500K Sell
5,199
-7,596
-59% -$699K 0.29% 101
2024
Q2 		$1.27M Sell
12,795
-862
-6% -$92.8K 0.79% 34
2024
Q1 		$1.67M Buy
13,657
+3,190
+30% +$333K 0.89% 31
2023
Q4 		$945K Buy
10,467
+1,546
+17% +$136K 0.58% 37
2023
Q3 		$723K Buy
8,921
+579
+7% +$49.5K 0.49% 48
2023
Q2 		$745K Sell
8,342
-95
-1% -$9K 0.49% 49
2023
Q1 		$845K Sell
8,437
-459
-5% -$46.3K 0.56% 43
2022
Q4 		$773K Sell
8,896
-1,225
-12% -$117K 0.41% 57
2022
Q3 		$955K Sell
10,121
-928
-8% -$99.3K 0.64% 43
2022
Q2 		$1.04M Buy
11,049
+1,812
+20% +$201K 0.67% 41
2022
Q1 		$1.27M Buy
9,237
+2,888
+45% +$418K 0.79% 27
2021
Q4 		$984K Buy
+6,349
New +$1.03M 0.78% 36

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

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

Resurgent Financial Advisors sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,061 shares — an estimated $234K sold.

Resurgent Financial Advisors first reported a position in DIS in Q4 2021 and held it in 17 quarters. The position peaked at $1.67M in Q1 2024. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Resurgent Financial Advisors reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Resurgent Financial Advisors sold 2,061 Walt Disney shares in Q1 2026, an estimated $234K.
  • Resurgent Financial Advisors first reported a position in Walt Disney in Q4 2021 and held it in 17 quarters.
  • Resurgent Financial Advisors's Walt Disney position peaked at $1.67M in Q1 2024.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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