Stonehaven Wealth & Tax Solutions’s Walt Disney DIS Stock Holding History

Stonehaven Wealth & Tax Solutions’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	-2,045	Closed	-$233K	–	87
2025 Q4	$233K	Sell	2,045 -1,285	-39%	-$142K	0.21%	71
2025 Q3	$381K	Sell	3,330 -92	-3%	-$10.8K	0.35%	45
2025 Q2	$424K	Sell	3,422 -10	-0.3%	-$1.04K	0.41%	41
2025 Q1	$339K	Sell	3,432 -118	-3%	-$12.7K	0.36%	44
2024 Q4	$395K	Buy	+3,550	New	+$373K	0.43%	50

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

Stonehaven Wealth & Tax Solutions's DIS Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,045 shares — an estimated $233K sold.

Stonehaven Wealth & Tax Solutions first reported a position in DIS in Q4 2024 and held it in 5 quarters. The position peaked at $424K in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Stonehaven Wealth & Tax Solutions reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Stonehaven Wealth & Tax Solutions sold 2,045 Walt Disney shares in Q1 2026, an estimated $233K.
Stonehaven Wealth & Tax Solutions first reported a position in Walt Disney in Q4 2024 and held it in 5 quarters.
Stonehaven Wealth & Tax Solutions's Walt Disney position peaked at $424K in Q2 2025.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.