SWA
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Strategies Wealth Advisors’s Walt Disney DIS Stock Holding History

Strategies 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 		– Sell
-3,073
Closed -$350K – 199
2025
Q4 		$350K Sell
3,073
-141
-4% -$15.5K 0.04% 123
2025
Q3 		$368K Sell
3,214
-68
-2% -$8.01K 0.04% 133
2025
Q2 		$407K Sell
3,282
-10,284
-76% -$1.07M 0.04% 120
2025
Q1 		$1.34M Buy
13,566
+5,132
+61% +$552K 0.16% 46
2024
Q4 		$923K Buy
+8,434
New +$886K 0.11% 55

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

Strategies Wealth Advisors's DIS Position: Q1 2026 in Review

Strategies Wealth Advisors sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 3,073 shares — an estimated $350K sold.

Strategies Wealth Advisors first reported a position in DIS in Q4 2024 and held it in 5 quarters. The position peaked at $1.34M in Q1 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Strategies Wealth Advisors reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Strategies Wealth Advisors sold 3,073 Walt Disney shares in Q1 2026, an estimated $350K.
  • Strategies Wealth Advisors first reported a position in Walt Disney in Q4 2024 and held it in 5 quarters.
  • Strategies Wealth Advisors's Walt Disney position peaked at $1.34M in Q1 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.