Stratos Wealth Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.03M | Sell |
93,648
-570
| -0.6% | -$60.2K | 0.1% | 212 |
|
|
2025
Q4 | $10.7M | Sell |
94,218
-4,048
| -4% | -$446K | 0.12% | 179 |
|
|
2025
Q3 | $11.3M | Sell |
98,266
-338
| -0.3% | -$39.8K | 0.13% | 150 |
|
|
2025
Q2 | $12.2M | Sell |
98,604
-5,059
| -5% | -$526K | 0.17% | 126 |
|
|
2025
Q1 | $10.2M | Sell |
103,663
-8,429
| -8% | -$906K | 0.16% | 136 |
|
|
2024
Q4 | $12.5M | Sell |
112,092
-6,982
| -6% | -$733K | 0.18% | 113 |
|
|
2024
Q3 | $11.5M | Buy |
119,074
+8,198
| +7% | +$754K | 0.17% | 126 |
|
|
2024
Q2 | $11M | Sell |
110,876
-461
| -0.4% | -$49.6K | 0.18% | 119 |
|
|
2024
Q1 | $13.6M | Sell |
111,337
-758
| -0.7% | -$79.2K | 0.23% | 98 |
|
|
2023
Q4 | $10.1M | Sell |
112,095
-9,622
| -8% | -$848K | 0.19% | 118 |
|
|
2023
Q3 | $9.87M | Buy |
121,717
+16,317
| +15% | +$1.39M | 0.21% | 100 |
|
|
2023
Q2 | $9.41M | Buy |
105,400
+3,273
| +3% | +$310K | 0.21% | 105 |
|
|
2023
Q1 | $10.2M | Sell |
102,127
-8,992
| -8% | -$907K | 0.27% | 68 |
|
|
2022
Q4 | $9.65M | Sell |
111,119
-8,269
| -7% | -$791K | 0.24% | 86 |
|
|
2022
Q3 | $11.3M | Sell |
119,388
-4,790
| -4% | -$513K | 0.31% | 69 |
|
|
2022
Q2 | $11.7M | Buy |
124,178
+5,272
| +4% | +$585K | 0.3% | 73 |
|
|
2022
Q1 | $16.3M | Buy |
118,906
+7,652
| +7% | +$1.11M | 0.36% | 58 |
|
|
2021
Q4 | $17.2M | Buy |
111,254
+3,560
| +3% | +$575K | 0.38% | 48 |
|
|
2021
Q3 | $18.2M | Buy |
107,694
+435
| +0.4% | +$77.5K | 0.46% | 35 |
|
|
2021
Q2 | $18.9M | Sell |
107,259
-1,271
| -1% | -$229K | 0.47% | 34 |
|
|
2021
Q1 | $20M | Buy |
108,530
+3,269
| +3% | +$603K | 0.55% | 29 |
|
|
2020
Q4 | $19.1M | Sell |
105,261
-2,557
| -2% | -$367K | 0.57% | 29 |
|
|
2020
Q3 | $13.4M | Sell |
107,818
-3,793
| -3% | -$474K | 0.44% | 41 |
|
|
2020
Q2 | $12.4M | Sell |
111,611
-11,242
| -9% | -$1.24M | 0.44% | 42 |
|
|
2020
Q1 | $11.9M | Buy |
122,853
+9,646
| +9% | +$1.22M | 0.54% | 36 |
|
|
2019
Q4 | $16.4M | Sell |
113,207
-621
| -0.5% | -$86.7K | 0.64% | 24 |
|
|
2019
Q3 | $14.8M | Buy |
113,828
+6,807
| +6% | +$941K | 0.64% | 25 |
|
|
2019
Q2 | $14.9M | Buy |
107,021
+3,207
| +3% | +$425K | 0.65% | 23 |
|
|
2019
Q1 | $11.5M | Buy |
103,814
+3,617
| +4% | +$404K | 0.52% | 32 |
|
|
2018
Q4 | $11M | Sell |
100,197
-1,907
| -2% | -$217K | 0.57% | 27 |
|
|
2018
Q3 | $11.9M | Sell |
102,104
-9,254
| -8% | -$1.03M | 0.53% | 34 |
|
|
2018
Q2 | $11.7M | Buy |
111,358
+21,255
| +24% | +$2.17M | 0.52% | 37 |
|
|
2018
Q1 | $9.05M | Buy |
90,103
+5,891
| +7% | +$626K | 0.38% | 51 |
|
|
2017
Q4 | $9.05M | Sell |
84,212
-6,413
| -7% | -$661K | 0.41% | 42 |
|
|
2017
Q3 | $8.93M | Sell |
90,625
-7,163
| -7% | -$737K | 0.42% | 49 |
|
|
2017
Q2 | $10.4M | Buy |
97,788
+3,659
| +4% | +$401K | 0.54% | 40 |
|
|
2017
Q1 | $10.7M | Buy |
94,129
+2,559
| +3% | +$282K | 0.6% | 35 |
|
|
2016
Q4 | $9.54M | Buy |
91,570
+14,907
| +19% | +$1.45M | 0.59% | 36 |
|
|
2016
Q3 | $7.12M | Buy |
76,663
+2,101
| +3% | +$201K | 0.48% | 43 |
|
|
2016
Q2 | $7.29M | Buy |
74,562
+8,900
| +14% | +$890K | 0.54% | 37 |
|
|
2016
Q1 | $6.52M | Buy |
65,662
+6,226
| +10% | +$601K | 0.56% | 35 |
|
|
2015
Q4 | $6.25M | Buy |
59,436
+10,056
| +20% | +$1.12M | 0.52% | 38 |
|
|
2015
Q3 | $5.05M | Buy |
49,380
+5,467
| +12% | +$595K | 0.63% | 27 |
|
|
2015
Q2 | $5.01M | Buy |
43,913
+1,755
| +4% | +$193K | 0.64% | 23 |
|
|
2015
Q1 | $4.41M | Buy |
42,158
+6,318
| +18% | +$637K | 0.52% | 36 |
|
|
2014
Q4 | $3.38M | Buy |
35,840
+1,437
| +4% | +$130K | 0.61% | 35 |
|
|
2014
Q3 | $3.06M | Buy |
34,403
+2,057
| +6% | +$181K | 0.72% | 32 |
|
|
2014
Q2 | $2.78M | Buy |
+32,346
| New | +$2.64M | 0.93% | 25 |
|
Other funds holding DIS
VCM
VPM
Stratos Wealth Partners's DIS Position: Q1 2026 in Review
Stratos Wealth Partners reduced its Walt Disney (DIS) stake by 0.6% in Q1 2026, selling an estimated $60.2K and leaving 93,648 shares worth $9.03M. The position accounts for 0.1% of the portfolio, ranked #212.
Stratos Wealth Partners first reported a position in DIS in Q2 2014 and has held it in 48 quarters since. The position peaked at $20M in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Stratos Wealth Partners held 93,648 shares of Walt Disney worth $9.03M as of Q1 2026.
- Stratos Wealth Partners sold 570 Walt Disney shares in Q1 2026, an estimated $60.2K.
- Walt Disney made up 0.1% of Stratos Wealth Partners's portfolio in Q1 2026, its #212 holding.
- Stratos Wealth Partners first reported a position in Walt Disney in Q2 2014 and has held it in 48 quarters since.
- Stratos Wealth Partners's Walt Disney position peaked at $20M in Q1 2021.
- 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.