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Spectrum Wealth Advisory Group’s Walt Disney DIS Stock Holding History

Spectrum Wealth 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 		$578K Hold
6,002
– – 0.22% 38
2025
Q4 		$683K Sell
6,002
-56
-0.9% -$6.17K 0.25% 34
2025
Q3 		$694K Buy
6,058
+1
+0% +$118 0.29% 31
2025
Q2 		$751K Sell
6,057
-1,804
-23% -$187K 0.35% 27
2025
Q1 		$776K Sell
7,861
-50
-0.6% -$5.37K 0.37% 25
2024
Q4 		$881K Buy
7,911
+70
+0.9% +$7.35K 0.42% 26
2024
Q3 		$754K Sell
7,841
-205
-3% -$18.9K 0.42% 24
2024
Q2 		$799K Buy
8,046
+101
+1% +$10.9K 0.85% 14
2024
Q1 		$972K Sell
7,945
-5
-0.1% -$522 1.12% 13
2023
Q4 		$718K Hold
7,950
– – 0.89% 15
2023
Q3 		$644K Buy
7,950
+152
+2% +$13K 0.89% 14
2023
Q2 		$696K Buy
7,798
+3,184
+69% +$302K 0.92% 15
2023
Q1 		$462K Sell
4,614
-3,225
-41% -$325K 0.62% 21
2022
Q4 		$681K Sell
7,839
-52
-0.7% -$4.97K 0.95% 17
2022
Q3 		$744K Buy
+7,891
New +$845K 0.93% 20
2022
Q2 		– Sell
-1,882
Closed -$258K – 44
2022
Q1 		$258K Buy
+1,882
New +$272K 0.25% 42
2021
Q2 		– Sell
-1,083
Closed -$200K – 45
2021
Q1 		$200K Sell
1,083
-91
-8% -$16.8K 0.19% 38
2020
Q4 		$213K Sell
1,174
-1,155
-50% -$166K 0.24% 34
2020
Q3 		$288K Buy
+2,329
New +$291K 0.18% 37

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

Spectrum Wealth Advisory Group's DIS Position: Q1 2026 in Review

Spectrum Wealth Advisory Group held its Walt Disney (DIS) position steady in Q1 2026 at 6,002 shares worth $578K. The position accounts for 0.22% of the portfolio, ranked #38.

Spectrum Wealth Advisory Group first reported a position in DIS in Q3 2020 and has held it in 19 quarters since. The position peaked at $972K in Q1 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Spectrum Wealth Advisory Group held 6,002 shares of Walt Disney worth $578K as of Q1 2026.
  • Spectrum Wealth Advisory Group left its Walt Disney share count unchanged in Q1 2026.
  • Walt Disney made up 0.22% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #38 holding.
  • Spectrum Wealth Advisory Group first reported a position in Walt Disney in Q3 2020 and has held it in 19 quarters since.
  • Spectrum Wealth Advisory Group's Walt Disney position peaked at $972K in Q1 2024.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.