RAG
DIS icon

RIA Advisory Group’s Walt Disney DIS Stock Holding History

RIA 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
2026
Q1 		$234K Sell
2,424
-9,432
-80% -$997K 0.06% 127
2025
Q4 		$1.35M Sell
11,856
-12,506
-51% -$1.38M 0.32% 52
2025
Q3 		$2.79M Buy
24,362
+347
+1% +$40.9K 0.72% 26
2025
Q2 		$2.98M Buy
+24,015
New +$2.5M 0.88% 25
2024
Q1 		– Sell
-32,084
Closed -$5.06M – 149
2023
Q4 		$5.06M Buy
+32,084
New +$2.83M 2.11% 8

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

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

RIA Advisory Group reduced its Walt Disney (DIS) stake by 80% in Q1 2026, selling an estimated $997K and leaving 2,424 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #127.

RIA Advisory Group first reported a position in DIS in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.06M in Q4 2023. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • RIA Advisory Group held 2,424 shares of Walt Disney worth $234K as of Q1 2026.
  • RIA Advisory Group sold 9,432 Walt Disney shares in Q1 2026, an estimated $997K.
  • Walt Disney made up 0.06% of RIA Advisory Group's portfolio in Q1 2026, its #127 holding.
  • RIA Advisory Group first reported a position in Walt Disney in Q4 2023 and has held it in 5 quarters since.
  • RIA Advisory Group's Walt Disney position peaked at $5.06M in Q4 2023.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.