Trace Wealth Advisors’s Walt Disney DIS Stock Holding History

Trace 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	$343K	Hold	3,562	–	–	0.26%	50
2025 Q4	$405K	Hold	3,562	–	–	0.29%	44
2025 Q3	$408K	Hold	3,562	–	–	0.3%	45
2025 Q2	$442K	Hold	3,562	–	–	0.36%	35
2025 Q1	$352K	Hold	3,562	–	–	0.31%	42
2024 Q4	$397K	Buy	+3,562	New	+$374K	0.36%	38

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

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

Trace Wealth Advisors held its Walt Disney (DIS) position steady in Q1 2026 at 3,562 shares worth $343K. The position accounts for 0.26% of the portfolio, ranked #50.

Trace Wealth Advisors first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $442K in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Trace Wealth Advisors held 3,562 shares of Walt Disney worth $343K as of Q1 2026.
Trace Wealth Advisors left its Walt Disney share count unchanged in Q1 2026.
Walt Disney made up 0.26% of Trace Wealth Advisors's portfolio in Q1 2026, its #50 holding.
Trace Wealth Advisors first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
Trace Wealth Advisors's Walt Disney position peaked at $442K in Q2 2025.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Trace Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.