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Vance Wealth’s Walt Disney DIS Stock Holding History

Vance Wealth’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 		$550K Sell
5,705
-8
-0.1% -$846 0.16% 69
2025
Q4 		$654K Hold
5,713
– – 0.19% 64
2025
Q3 		$654K Sell
5,713
-593
-9% -$69.8K 0.2% 63
2025
Q2 		$782K Sell
6,306
-1,185
-16% -$123K 0.26% 59
2025
Q1 		$739K Sell
7,491
-37
-0.5% -$3.98K 0.28% 56
2024
Q4 		$838K Sell
7,528
-1,043
-12% -$110K 0.32% 45
2024
Q3 		$824K Sell
8,571
-66
-0.8% -$6.07K 0.31% 45
2024
Q2 		$858K Sell
8,637
-386
-4% -$41.6K 0.35% 41
2024
Q1 		$1.1M Buy
9,023
+65
+0.7% +$6.79K 0.44% 39
2023
Q4 		$809K Sell
8,958
-487
-5% -$42.9K 0.35% 40
2023
Q3 		$766K Sell
9,445
-438
-4% -$37.4K 0.36% 40
2023
Q2 		$882K Buy
9,883
+250
+3% +$23.7K 0.4% 38
2023
Q1 		$965K Buy
9,633
+803
+9% +$81K 0.52% 33
2022
Q4 		$767K Buy
8,830
+287
+3% +$27.5K 0.48% 33
2022
Q3 		$806K Sell
8,543
-19
-0.2% -$2.03K 0.62% 26
2022
Q2 		$808K Sell
8,562
-10
-0.1% -$1.11K 0.62% 26
2022
Q1 		$1.18M Sell
8,572
-175
-2% -$25.3K 1.49% 17
2021
Q4 		$1.35M Buy
+8,747
New +$1.41M 1.33% 9

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

Vance Wealth's DIS Position: Q1 2026 in Review

Vance Wealth reduced its Walt Disney (DIS) stake by 0.14% in Q1 2026, selling an estimated $846 and leaving 5,705 shares worth $550K. The position accounts for 0.16% of the portfolio, ranked #69.

Vance Wealth first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.35M in Q4 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Vance Wealth held 5,705 shares of Walt Disney worth $550K as of Q1 2026.
  • Vance Wealth sold 8 Walt Disney shares in Q1 2026, an estimated $846.
  • Walt Disney made up 0.16% of Vance Wealth's portfolio in Q1 2026, its #69 holding.
  • Vance Wealth first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • Vance Wealth's Walt Disney position peaked at $1.35M in Q4 2021.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.