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Savvy Advisors Inc’s Walt Disney DIS Stock Holding History

Savvy Advisors Inc’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 		$2.51M Buy
26,074
+5,559
+27% +$588K 0.07% 224
2025
Q4 		$2.33M Buy
20,515
+3,633
+22% +$400K 0.08% 202
2025
Q3 		$1.93M Sell
16,882
-452
-3% -$53.2K 0.09% 161
2025
Q2 		$2.15M Buy
17,334
+113
+0.7% +$11.7K 0.14% 108
2025
Q1 		$1.7M Buy
17,221
+1,854
+12% +$199K 0.17% 96
2024
Q4 		$1.71M Buy
15,367
+7,713
+101% +$810K 0.21% 86
2024
Q3 		$736K Buy
7,654
+1,553
+25% +$143K 0.15% 140
2024
Q2 		$606K Buy
6,101
+2,213
+57% +$238K 0.2% 115
2024
Q1 		$476K Sell
3,888
-446
-10% -$46.6K 0.27% 97
2023
Q4 		$391K Buy
+4,334
New +$382K 0.38% 77

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

Savvy Advisors Inc's DIS Position: Q1 2026 in Review

Savvy Advisors Inc increased its Walt Disney (DIS) stake by 27% in Q1 2026, buying an estimated $588K and bringing the position to 26,074 shares worth $2.51M. The position accounts for 0.07% of the portfolio, ranked #224.

Savvy Advisors Inc first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Savvy Advisors Inc held 26,074 shares of Walt Disney worth $2.51M as of Q1 2026.
  • Savvy Advisors Inc bought 5,559 Walt Disney shares in Q1 2026, an estimated $588K.
  • Walt Disney made up 0.07% of Savvy Advisors Inc's portfolio in Q1 2026, its #224 holding.
  • Savvy Advisors Inc first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.