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True Link Financial Advisors’s Walt Disney DIS Stock Holding History

True Link 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 		$32.5K Buy
+337
New +$35.6K ﹤0.01% 253
2022
Q1 		– Sell
-63
Closed -$10K – 164
2021
Q4 		$10K Sell
63
-48
-43% -$7.75K ﹤0.01% 628
2021
Q3 		$19K Hold
111
– – ﹤0.01% 575
2021
Q2 		$20K Buy
111
+14
+14% +$2.52K ﹤0.01% 505
2021
Q1 		$18K Sell
97
-526
-84% -$97K ﹤0.01% 578
2020
Q4 		$113K Buy
+623
New +$89.4K 0.02% 363

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

True Link Financial Advisors's DIS Position: Q1 2026 in Review

True Link Financial Advisors opened a new position in Walt Disney (DIS) in Q1 2026: 337 shares worth $32.5K. The stake represents ﹤0.01% of the portfolio and ranks #253 among its holdings. This is a return to the name: True Link Financial Advisors previously reported a position in DIS as recently as Q4 2021.

True Link Financial Advisors first reported a position in DIS in Q4 2020 and has held it in 6 quarters since. The position peaked at $113K in Q4 2020. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • True Link Financial Advisors held 337 shares of Walt Disney worth $32.5K as of Q1 2026.
  • Walt Disney was a new True Link Financial Advisors position in Q1 2026.
  • Walt Disney made up ﹤0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #253 holding.
  • True Link Financial Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 6 quarters since.
  • True Link Financial Advisors's Walt Disney position peaked at $113K in Q4 2020.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.