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Roberts Wealth Advisors’s Walt Disney DIS Stock Holding History

Roberts Wealth 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 		$5.23M Buy
54,304
+3,180
+6% +$336K 1.33% 18
2025
Q4 		$5.82M Buy
51,124
+1,337
+3% +$147K 1.52% 17
2025
Q3 		$5.7M Buy
49,787
+1,266
+3% +$149K 1.52% 15
2025
Q2 		$6.02M Buy
48,521
+899
+2% +$93.4K 1.73% 15
2025
Q1 		$4.7M Sell
47,622
-707
-1% -$76K 1.45% 24
2024
Q4 		$5.23M Buy
48,329
+1,925
+4% +$202K 1.59% 17
2024
Q3 		$4.29M Buy
46,404
+7,963
+21% +$733K 1.39% 25
2024
Q2 		$3.73M Buy
38,441
+1,767
+5% +$190K 1.27% 27
2024
Q1 		$4.14M Buy
36,674
+1,906
+5% +$199K 1.55% 20
2023
Q4 		$9.33M Sell
34,768
-97
-0.3% -$8.55K 1.45% 28
2023
Q3 		$2.99M Buy
34,865
+2,252
+7% +$192K 1.31% 29
2023
Q2 		$2.91M Buy
32,613
+1,939
+6% +$184K 1.28% 29
2023
Q1 		$3.05M Buy
30,674
+1,323
+5% +$133K 1.4% 23
2022
Q4 		$2.61M Sell
29,351
-2,763
-9% -$264K 1.26% 28
2022
Q3 		$3.21M Buy
32,114
+1,935
+6% +$207K 1.58% 19
2022
Q2 		$2.89M Buy
30,179
+1,767
+6% +$196K 1.26% 27
2022
Q1 		$3.89M Buy
28,412
+1,270
+5% +$184K 1.52% 20
2021
Q4 		$4.25M Buy
27,142
+1,623
+6% +$262K 1.53% 20
2021
Q3 		$4.32M Buy
+25,519
New +$4.55M 1.71% 15

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

Roberts Wealth Advisors's DIS Position: Q1 2026 in Review

Roberts Wealth Advisors increased its Walt Disney (DIS) stake by 6.2% in Q1 2026, buying an estimated $336K and bringing the position to 54,304 shares worth $5.23M. The position accounts for 1.33% of the portfolio, ranked #18.

Roberts Wealth Advisors first reported a position in DIS in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.33M in Q4 2023. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Roberts Wealth Advisors held 54,304 shares of Walt Disney worth $5.23M as of Q1 2026.
  • Roberts Wealth Advisors bought 3,180 Walt Disney shares in Q1 2026, an estimated $336K.
  • Walt Disney made up 1.33% of Roberts Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • Roberts Wealth Advisors first reported a position in Walt Disney in Q3 2021 and has held it in 19 quarters since.
  • Roberts Wealth Advisors's Walt Disney position peaked at $9.33M in Q4 2023.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.