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TruWealth Advisors’s Walt Disney DIS Stock Holding History

TruWealth 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
-1,854
Closed -$211K – 186
2025
Q4 		$211K Sell
1,854
-161
-8% -$17.7K 0.01% 175
2025
Q3 		$231K Buy
2,015
+32
+2% +$3.77K 0.01% 169
2025
Q2 		$246K Buy
+1,983
New +$206K 0.01% 157
2025
Q1 		– Sell
-1,871
Closed -$208K – 162
2024
Q4 		$208K Buy
+1,871
New +$197K 0.01% 158
2024
Q2 		– Sell
-2,997
Closed -$367K – 163
2024
Q1 		$367K Buy
+2,997
New +$313K 0.03% 119
2023
Q3 		– Sell
-2,587
Closed -$231K – 151
2023
Q2 		$231K Sell
2,587
-384
-13% -$36.4K 0.02% 138
2023
Q1 		$297K Sell
2,971
-284
-9% -$28.6K 0.03% 117
2022
Q4 		$283K Sell
3,255
-662
-17% -$63.3K 0.03% 115
2022
Q3 		$369K Sell
3,917
-894
-19% -$95.7K 0.04% 92
2022
Q2 		$454K Buy
4,811
+1,763
+58% +$196K 0.05% 82
2022
Q1 		$418K Sell
3,048
-605
-17% -$87.5K 0.04% 79
2021
Q4 		$566K Sell
3,653
-570
-13% -$92.1K 0.06% 74
2021
Q3 		$714K Buy
4,223
+20
+0.5% +$3.56K 0.08% 66
2021
Q2 		$739K Sell
4,203
-28
-0.7% -$5.04K 0.09% 64
2021
Q1 		$781K Sell
4,231
-5
-0.1% -$922 0.11% 60
2020
Q4 		$767K Buy
+4,236
New +$608K 0.11% 60

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

TruWealth Advisors's DIS Position: Q1 2026 in Review

TruWealth Advisors sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,854 shares — an estimated $211K sold.

TruWealth Advisors first reported a position in DIS in Q4 2020 and held it in 16 quarters. The position peaked at $781K in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • TruWealth Advisors reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • TruWealth Advisors sold 1,854 Walt Disney shares in Q1 2026, an estimated $211K.
  • TruWealth Advisors first reported a position in Walt Disney in Q4 2020 and held it in 16 quarters.
  • TruWealth Advisors's Walt Disney position peaked at $781K in Q1 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.