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Rise Advisors’s Walt Disney DIS Stock Holding History

Rise 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
-1,970
Closed -$224K – 97
2025
Q4 		$224K Sell
1,970
-9
-0.5% -$991 0.08% 89
2025
Q3 		$227K Buy
1,979
+234
+13% +$27.6K 0.08% 88
2025
Q2 		$216K Sell
1,745
-82
-4% -$8.52K 0.09% 93
2025
Q1 		$180K Sell
1,827
-26
-1% -$2.79K 0.08% 93
2024
Q4 		$206K Hold
1,853
– – 0.1% 84
2024
Q3 		$178K Sell
1,853
-289
-13% -$26.6K 0.09% 102
2024
Q2 		$213K Sell
2,142
-67
-3% -$7.21K 0.11% 89
2024
Q1 		$270K Buy
2,209
+996
+82% +$104K 0.14% 71
2023
Q4 		$110K Buy
1,213
+543
+81% +$47.9K 0.08% 99
2023
Q3 		$54.3K Sell
670
-83
-11% -$7.09K 0.04% 131
2023
Q2 		$67.3K Sell
753
-58
-7% -$5.49K 0.05% 129
2023
Q1 		$81.2K Sell
811
-230
-22% -$23.2K 0.06% 120
2022
Q4 		$90.4K Buy
1,041
+3
+0.3% +$287 0.07% 111
2022
Q3 		$98K Buy
1,038
+50
+5% +$5.35K 0.08% 90
2022
Q2 		$93K Buy
988
+97
+11% +$10.8K 0.09% 97
2022
Q1 		$122K Sell
891
-9
-1% -$1.3K 0.11% 86
2021
Q4 		$139K Buy
+900
New +$145K 0.13% 81

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

Rise Advisors's DIS Position: Q1 2026 in Review

Rise Advisors sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,970 shares — an estimated $224K sold.

Rise Advisors first reported a position in DIS in Q4 2021 and held it in 17 quarters. The position peaked at $270K in Q1 2024. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Rise Advisors reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Rise Advisors sold 1,970 Walt Disney shares in Q1 2026, an estimated $224K.
  • Rise Advisors first reported a position in Walt Disney in Q4 2021 and held it in 17 quarters.
  • Rise Advisors's Walt Disney position peaked at $270K in Q1 2024.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Rise Advisors's 13F filing for Q1 2026, filed 3 Apr 2026.