Turtle Creek Wealth Advisors’s Walt Disney DIS Stock Holding History

Turtle Creek 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	$1.43M	Buy	14,846 +1,776	+14%	+$188K	0.11%	117
2025 Q4	$1.49M	Buy	13,070 +1,684	+15%	+$185K	0.12%	120
2025 Q3	$1.3M	Buy	11,386 +6,195	+119%	+$730K	0.12%	113
2025 Q2	$644K	Buy	+5,191	New	+$539K	0.08%	150
2024 Q4	–	Sell	-2,374	Closed	-$228K	–	99
2024 Q3	$228K	Sell	2,374 -92	-4%	-$8.46K	0.05%	164
2024 Q2	$245K	Buy	2,466 +15	+0.6%	+$1.61K	0.06%	139
2024 Q1	$300K	Buy	2,451 +576	+31%	+$60.2K	0.07%	116
2023 Q4	$169K	Buy	+1,875	New	+$165K	0.05%	160

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

Turtle Creek Wealth Advisors's DIS Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Walt Disney (DIS) stake by 14% in Q1 2026, buying an estimated $188K and bringing the position to 14,846 shares worth $1.43M. The position accounts for 0.11% of the portfolio, ranked #117.

Turtle Creek Wealth Advisors first reported a position in DIS in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.49M in Q4 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Turtle Creek Wealth Advisors held 14,846 shares of Walt Disney worth $1.43M as of Q1 2026.
Turtle Creek Wealth Advisors bought 1,776 Walt Disney shares in Q1 2026, an estimated $188K.
Walt Disney made up 0.11% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #117 holding.
Turtle Creek Wealth Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 8 quarters since.
Turtle Creek Wealth Advisors's Walt Disney position peaked at $1.49M in Q4 2025.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.