Strategic Wealth Advisors’s Walt Disney DIS Stock Holding History

Strategic Wealth 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	$2K	Hold	26	–	–	﹤0.01%	243
2025 Q4	$2K	Buy	+26	New	+$2.86K	﹤0.01%	241

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 Wealth Advisors's DIS Position: Q1 2026 in Review

Strategic Wealth Advisors held its Walt Disney (DIS) position steady in Q1 2026 at 26 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Strategic Wealth Advisors first reported a position in DIS in Q4 2025 and has held it in 2 quarters since. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Strategic Wealth Advisors held 26 shares of Walt Disney worth $2K as of Q1 2026.
Strategic Wealth Advisors left its Walt Disney share count unchanged in Q1 2026.
Walt Disney made up ﹤0.01% of Strategic Wealth Advisors's portfolio in Q1 2026, its #243 holding.
Strategic Wealth Advisors first reported a position in Walt Disney in Q4 2025 and has held it in 2 quarters since.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Strategic Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.