Souders Financial Advisors’s Walt Disney DIS Stock Holding History

Souders 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	$215K	Buy	2,236 +17	+0.8%	+$1.8K	0.02%	209
2025 Q4	$252K	Buy	2,219 +77	+4%	+$8.48K	0.03%	193
2025 Q3	$245K	Buy	2,142 +149	+7%	+$17.5K	0.03%	187
2025 Q2	$247K	Buy	+1,993	New	+$207K	0.03%	180
2022 Q2	–	Sell	-1,673	Closed	-$230K	–	141
2022 Q1	$230K	Buy	1,673 +25	+2%	+$3.61K	0.07%	131
2021 Q4	$255K	Buy	1,648 +34	+2%	+$5.49K	0.07%	125
2021 Q3	$273K	Buy	1,614 +5	+0.3%	+$891	0.09%	119
2021 Q2	$283K	Buy	1,609 +33	+2%	+$5.93K	0.1%	112
2021 Q1	$291K	Buy	1,576 +19	+1%	+$3.5K	0.11%	103
2020 Q4	$282K	Buy	1,557 +2	+0.1%	+$287	0.12%	95
2020 Q3	$221K	Buy	+1,555	New	+$194K	0.1%	98
2020 Q2	–	Sell	-4,276	Closed	-$413K	–	100
2020 Q1	$413K	Buy	+4,276	New	+$541K	0.36%	61

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Souders Financial Advisors increased its Walt Disney (DIS) stake by 0.77% in Q1 2026, buying an estimated $1.8K and bringing the position to 2,236 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #209.

Souders Financial Advisors first reported a position in DIS in Q1 2020 and has held it in 12 quarters since. The position peaked at $413K in Q1 2020. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Souders Financial Advisors held 2,236 shares of Walt Disney worth $215K as of Q1 2026.
Souders Financial Advisors bought 17 Walt Disney shares in Q1 2026, an estimated $1.8K.
Walt Disney made up 0.02% of Souders Financial Advisors's portfolio in Q1 2026, its #209 holding.
Souders Financial Advisors first reported a position in Walt Disney in Q1 2020 and has held it in 12 quarters since.
Souders Financial Advisors's Walt Disney position peaked at $413K in Q1 2020.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.