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U.S. Capital Wealth Advisors’s Walt Disney DIS Stock Holding History

U.S. Capital 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 		$3.78M Sell
39,237
-2,852
-7% -$301K 0.1% 233
2025
Q4 		$4.79M Buy
42,089
+146
+0.3% +$16.1K 0.13% 195
2025
Q3 		$4.8M Buy
41,943
+10,768
+35% +$1.27M 0.13% 183
2025
Q2 		$3.87M Sell
31,175
-10,794
-26% -$1.12M 0.11% 197
2025
Q1 		$4.14M Buy
41,969
+11,468
+38% +$1.23M 0.13% 169
2024
Q4 		$3.4M Buy
30,501
+10,593
+53% +$1.11M 0.11% 200
2024
Q3 		$1.91M Buy
19,908
+3,588
+22% +$330K 0.07% 253
2024
Q2 		$1.62M Buy
16,320
+1,332
+9% +$143K 0.06% 273
2024
Q1 		$1.83M Sell
14,988
-829
-5% -$86.6K 0.07% 249
2023
Q4 		$1.43M Sell
15,817
-939
-6% -$82.8K 0.06% 278
2023
Q3 		$1.36M Sell
16,756
-17,258
-51% -$1.47M 0.06% 265
2023
Q2 		$3.04M Sell
34,014
-753
-2% -$71.3K 0.14% 144
2023
Q1 		$3.48M Sell
34,767
-2,710
-7% -$273K 0.16% 125
2022
Q4 		$3.26M Buy
37,477
+4,348
+13% +$416K 0.15% 137
2022
Q3 		$3.13M Sell
33,129
-1,778
-5% -$190K 0.16% 136
2022
Q2 		$3.29M Sell
34,907
-7,460
-18% -$828K 0.14% 145
2022
Q1 		$5.81M Buy
42,367
+2,633
+7% +$381K 0.21% 100
2021
Q4 		$6.15M Buy
39,734
+8,451
+27% +$1.36M 0.24% 95
2021
Q3 		$5.29M Buy
+31,283
New +$5.58M 0.23% 108

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

U.S. Capital Wealth Advisors's DIS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Walt Disney (DIS) stake by 6.8% in Q1 2026, selling an estimated $301K and leaving 39,237 shares worth $3.78M. The position accounts for 0.1% of the portfolio, ranked #233.

U.S. Capital Wealth Advisors first reported a position in DIS in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.15M in Q4 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • U.S. Capital Wealth Advisors held 39,237 shares of Walt Disney worth $3.78M as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 2,852 Walt Disney shares in Q1 2026, an estimated $301K.
  • Walt Disney made up 0.1% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #233 holding.
  • U.S. Capital Wealth Advisors first reported a position in Walt Disney in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Walt Disney position peaked at $6.15M in Q4 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.