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Twin Peaks Wealth Advisors’s Walt Disney DIS Stock Holding History

Twin Peaks 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 		$192K Sell
1,994
-168
-8% -$17.8K 0.05% 190
2025
Q4 		$232K Buy
2,162
+32
+2% +$3.52K 0.07% 167
2025
Q3 		$244K Sell
2,130
-58
-3% -$6.83K 0.08% 149
2025
Q2 		$249K Buy
+2,188
New +$227K 0.08% 139
2025
Q1 		– Sell
-2,481
Closed -$276K – 142
2024
Q4 		$276K Buy
2,481
+82
+3% +$8.61K 0.12% 114
2024
Q3 		$231K Buy
2,399
+31
+1% +$2.85K 0.11% 119
2024
Q2 		$235K Sell
2,368
-319
-12% -$34.3K 0.12% 115
2024
Q1 		$329K Buy
2,687
+169
+7% +$17.7K 0.18% 94
2023
Q4 		$227K Buy
+2,518
New +$222K 0.15% 110

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

Twin Peaks Wealth Advisors's DIS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors reduced its Walt Disney (DIS) stake by 7.8% in Q1 2026, selling an estimated $17.8K and leaving 1,994 shares worth $192K. The position accounts for 0.05% of the portfolio, ranked #190.

Twin Peaks Wealth Advisors first reported a position in DIS in Q4 2023 and has held it in 9 quarters since. The position peaked at $329K in Q1 2024. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,994 shares of Walt Disney worth $192K as of Q1 2026.
  • Twin Peaks Wealth Advisors sold 168 Walt Disney shares in Q1 2026, an estimated $17.8K.
  • Walt Disney made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #190 holding.
  • Twin Peaks Wealth Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 9 quarters since.
  • Twin Peaks Wealth Advisors's Walt Disney position peaked at $329K in Q1 2024.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.