TFA
DIS icon

Tobias Financial Advisors’s Walt Disney DIS Stock Holding History

Tobias Financial 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
-1,815
Closed -$207K – 148
2025
Q4 		$207K Buy
+1,815
New +$200K 0.03% 140
2025
Q3 		– Sell
-1,669
Closed -$207K – 134
2025
Q2 		$207K Buy
+1,669
New +$173K 0.04% 118
2022
Q1 		– Sell
-190,289
Closed -$29.5M – 90
2021
Q4 		$29.5M Buy
+190,289
New +$30.7M 2.32% 17
2021
Q2 		– Sell
-1,100
Closed -$203K – 67
2021
Q1 		$203K Buy
+1,100
New +$203K 0.09% 60
2020
Q1 		– Sell
-571
Closed -$82K – 108
2019
Q4 		$82K Buy
+571
New +$79.7K 0.05% 74

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

Tobias Financial Advisors's DIS Position: Q1 2026 in Review

Tobias Financial Advisors sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,815 shares — an estimated $207K sold.

Tobias Financial Advisors first reported a position in DIS in Q4 2019 and held it in 5 quarters. The position peaked at $29.5M in Q4 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Tobias Financial Advisors reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Tobias Financial Advisors sold 1,815 Walt Disney shares in Q1 2026, an estimated $207K.
  • Tobias Financial Advisors first reported a position in Walt Disney in Q4 2019 and held it in 5 quarters.
  • Tobias Financial Advisors's Walt Disney position peaked at $29.5M in Q4 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.