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

Stratos 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 		$1.35M Sell
13,967
-350
-2% -$37K 0.08% 232
2025
Q4 		$1.63M Sell
14,317
-884
-6% -$97.4K 0.08% 244
2025
Q3 		$1.74M Sell
15,201
-411
-3% -$48.4K 0.08% 240
2025
Q2 		$1.94M Sell
15,612
-195
-1% -$20.3K 0.1% 209
2025
Q1 		$1.56M Sell
15,807
-3,633
-19% -$390K 0.09% 237
2024
Q4 		$2.16M Sell
19,440
-1,950
-9% -$205K 0.1% 201
2024
Q3 		$2.06M Sell
21,390
-1,426
-6% -$131K 0.09% 234
2024
Q2 		$2.27M Buy
22,816
+4,695
+26% +$505K 0.11% 188
2024
Q1 		$2.22M Buy
18,121
+108
+0.6% +$11.3K 0.13% 181
2023
Q4 		$1.63M Sell
18,013
-780
-4% -$68.8K 0.09% 249
2023
Q3 		$1.52M Buy
18,793
+3,058
+19% +$261K 0.1% 236
2023
Q2 		$1.4M Buy
15,735
+427
+3% +$40.5K 0.1% 239
2023
Q1 		$1.53M Sell
15,308
-1,621
-10% -$163K 0.12% 221
2022
Q4 		$1.47M Sell
16,929
-525
-3% -$50.2K 0.12% 227
2022
Q3 		$1.65M Buy
17,454
+517
+3% +$55.3K 0.17% 172
2022
Q2 		$1.6M Buy
16,937
+2,823
+20% +$313K 0.15% 184
2022
Q1 		$1.94M Sell
14,114
-2,548
-15% -$368K 0.16% 166
2021
Q4 		$2.58M Buy
16,662
+3,339
+25% +$539K 0.19% 154
2021
Q3 		$2.25M Sell
13,323
-1,796
-12% -$320K 0.19% 145
2021
Q2 		$2.66M Buy
15,119
+4,829
+47% +$868K 0.24% 114
2021
Q1 		$1.9M Buy
10,290
+1,661
+19% +$306K 0.2% 138
2020
Q4 		$1.56M Buy
8,629
+1,758
+26% +$252K 0.22% 116
2020
Q3 		$853K Buy
6,871
+438
+7% +$54.7K 0.21% 125
2020
Q2 		$717K Buy
6,433
+2,915
+83% +$322K 0.22% 111
2020
Q1 		$340K Sell
3,518
-878
-20% -$111K 0.24% 96
2019
Q4 		$636K Sell
4,396
-6,396
-59% -$893K 0.36% 66
2019
Q3 		$1.41M Sell
10,792
-8
-0.1% -$1.11K 0.54% 41
2019
Q2 		$1.51M Sell
10,800
-552
-5% -$73.2K 0.6% 33
2019
Q1 		$1.26M Buy
11,352
+1,034
+10% +$116K 0.68% 35
2018
Q4 		$1.13M Buy
+10,318
New +$1.17M 0.75% 30

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

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

Stratos Wealth Advisors reduced its Walt Disney (DIS) stake by 2.4% in Q1 2026, selling an estimated $37K and leaving 13,967 shares worth $1.35M. The position accounts for 0.08% of the portfolio, ranked #232.

Stratos Wealth Advisors first reported a position in DIS in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.66M in Q2 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Stratos Wealth Advisors held 13,967 shares of Walt Disney worth $1.35M as of Q1 2026.
  • Stratos Wealth Advisors sold 350 Walt Disney shares in Q1 2026, an estimated $37K.
  • Walt Disney made up 0.08% of Stratos Wealth Advisors's portfolio in Q1 2026, its #232 holding.
  • Stratos Wealth Advisors first reported a position in Walt Disney in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's Walt Disney position peaked at $2.66M in Q2 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.