Strategic Advocates’s Walt Disney DIS Stock Holding History

Strategic Advocates’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	$61.4K	Sell	637 -641	-50%	-$67.7K	0.27%	69
2025 Q4	$147K	Sell	1,278 -366	-22%	-$40.3K	0.04%	134
2025 Q3	$188K	Sell	1,644 -83	-5%	-$9.78K	0.05%	129
2025 Q2	$214K	Buy	+1,727	New	+$179K	0.06%	120
2025 Q1	–	Sell	-1,974	Closed	-$220K	–	118
2024 Q4	$220K	Sell	1,974 -947	-32%	-$99.5K	0.07%	99
2024 Q3	$281K	Buy	2,921 +190	+7%	+$17.5K	0.1%	96
2024 Q2	$271K	Sell	2,731 -1,548	-36%	-$167K	0.11%	99
2024 Q1	$524K	Buy	4,279 +1,406	+49%	+$147K	0.2%	72
2023 Q4	$259K	Sell	2,873 -360	-11%	-$31.7K	0.11%	120
2023 Q3	$262K	Buy	+3,233	New	+$276K	0.12%	116

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

Strategic Advocates's DIS Position: Q1 2026 in Review

Strategic Advocates reduced its Walt Disney (DIS) stake by 50% in Q1 2026, selling an estimated $67.7K and leaving 637 shares worth $61.4K. The position accounts for 0.27% of the portfolio, ranked #69.

Strategic Advocates first reported a position in DIS in Q3 2023 and has held it in 10 quarters since. The position peaked at $524K in Q1 2024. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Strategic Advocates held 637 shares of Walt Disney worth $61.4K as of Q1 2026.
Strategic Advocates sold 641 Walt Disney shares in Q1 2026, an estimated $67.7K.
Walt Disney made up 0.27% of Strategic Advocates's portfolio in Q1 2026, its #69 holding.
Strategic Advocates first reported a position in Walt Disney in Q3 2023 and has held it in 10 quarters since.
Strategic Advocates's Walt Disney position peaked at $524K in Q1 2024.
2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.