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Strategic Investment Advisors’s Walt Disney DIS Stock Holding History

Strategic Investment 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 		$712K Buy
7,390
+3,750
+103% +$396K 0.05% 182
2025
Q4 		$414K Sell
3,640
-686
-16% -$75.5K 0.04% 185
2025
Q3 		$495K Sell
4,326
-218
-5% -$25.7K 0.04% 174
2025
Q2 		$559K Sell
4,544
-545
-11% -$56.6K 0.05% 151
2025
Q1 		$502K Buy
5,089
+1,655
+48% +$178K 0.05% 164
2024
Q4 		$382K Buy
+3,434
New +$361K 0.04% 195
2023
Q3 		– Sell
-4,337
Closed -$387K – 235
2023
Q2 		$387K Buy
4,337
+235
+6% +$22.3K 0.05% 151
2023
Q1 		$411K Sell
4,102
-1,853
-31% -$187K 0.07% 174
2022
Q4 		$517K Buy
5,955
+3,705
+165% +$354K 0.11% 147
2022
Q3 		$212K Sell
2,250
-611
-21% -$65.4K 0.05% 167
2022
Q2 		$270K Sell
2,861
-3,726
-57% -$414K 0.05% 182
2022
Q1 		$903K Buy
6,587
+239
+4% +$34.6K 0.17% 102
2021
Q4 		$983K Buy
6,348
+459
+8% +$74.1K 0.19% 109
2021
Q3 		$996K Buy
+5,889
New +$1.05M 0.22% 100
2020
Q2 		– Sell
-2,844
Closed -$275K – 171
2020
Q1 		$275K Buy
2,844
+284
+11% +$35.9K 0.13% 124
2019
Q4 		$370K Buy
2,560
+45
+2% +$6.28K 0.15% 109
2019
Q3 		$328K Buy
2,515
+197
+8% +$27.2K 0.16% 104
2019
Q2 		$317K Buy
+2,318
New +$307K 0.17% 94

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

Strategic Investment Advisors's DIS Position: Q1 2026 in Review

Strategic Investment Advisors increased its Walt Disney (DIS) stake by 103% in Q1 2026, buying an estimated $396K and bringing the position to 7,390 shares worth $712K. The position accounts for 0.05% of the portfolio, ranked #182.

Strategic Investment Advisors first reported a position in DIS in Q2 2019 and has held it in 18 quarters since. The position peaked at $996K in Q3 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Strategic Investment Advisors held 7,390 shares of Walt Disney worth $712K as of Q1 2026.
  • Strategic Investment Advisors bought 3,750 Walt Disney shares in Q1 2026, an estimated $396K.
  • Walt Disney made up 0.05% of Strategic Investment Advisors's portfolio in Q1 2026, its #182 holding.
  • Strategic Investment Advisors first reported a position in Walt Disney in Q2 2019 and has held it in 18 quarters since.
  • Strategic Investment Advisors's Walt Disney position peaked at $996K in Q3 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.