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Wealth Advisory Solutions’s Walt Disney DIS Stock Holding History

Wealth Advisory Solutions’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 		$458K Sell
4,752
-13
-0.3% -$1.37K 0.1% 98
2025
Q4 		$542K Sell
4,765
-1,132
-19% -$125K 0.13% 85
2025
Q3 		$675K Sell
5,897
-37
-0.6% -$4.36K 0.16% 83
2025
Q2 		$736K Sell
5,934
-592
-9% -$61.5K 0.19% 78
2025
Q1 		$644K Sell
6,526
-223
-3% -$24K 0.17% 80
2024
Q4 		$752K Sell
6,749
-68
-1% -$7.14K 0.21% 68
2024
Q3 		$656K Buy
6,817
+409
+6% +$37.6K 0.18% 71
2024
Q2 		$636K Sell
6,408
-474
-7% -$51K 0.17% 73
2024
Q1 		$842K Sell
6,882
-880
-11% -$91.9K 0.22% 67
2023
Q4 		$701K Sell
7,762
-27
-0.3% -$2.38K 0.24% 48
2023
Q3 		$631K Buy
+7,789
New +$665K 0.12% 86
2023
Q2 		– Sell
-6,322
Closed -$633K – 102
2023
Q1 		$633K Buy
6,322
+341
+6% +$34.4K 0.17% 83
2022
Q4 		$520K Buy
5,981
+94
+2% +$8.99K 0.14% 90
2022
Q3 		$555K Sell
5,887
-34,352
-85% -$3.68M 0.15% 91
2022
Q2 		$3.8M Sell
40,239
-889
-2% -$98.7K 0.93% 39
2022
Q1 		$5.64M Buy
+41,128
New +$5.95M 1.17% 26
2021
Q3 		$5.42M Buy
32,058
+1,212
+4% +$216K 1.21% 23
2021
Q2 		$5.42M Buy
30,846
+17,530
+132% +$3.15M 1.29% 20
2021
Q1 		$538K Buy
13,316
+1,796
+16% +$331K 0.4% 43
2020
Q4 		$2.09M Sell
11,520
-687
-6% -$98.6K 0.57% 49
2020
Q3 		$1.51M Buy
12,207
+4,111
+51% +$514K 0.4% 67
2020
Q2 		$903K Buy
8,096
+329
+4% +$36.3K 0.25% 86
2020
Q1 		$750K Sell
7,767
-515
-6% -$65.1K 0.25% 87
2019
Q4 		$1.2M Buy
+8,282
New +$1.16M 0.32% 81

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

Wealth Advisory Solutions's DIS Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its Walt Disney (DIS) stake by 0.27% in Q1 2026, selling an estimated $1.37K and leaving 4,752 shares worth $458K. The position accounts for 0.1% of the portfolio, ranked #98.

Wealth Advisory Solutions first reported a position in DIS in Q4 2019 and has held it in 24 quarters since. The position peaked at $5.64M in Q1 2022. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Wealth Advisory Solutions held 4,752 shares of Walt Disney worth $458K as of Q1 2026.
  • Wealth Advisory Solutions sold 13 Walt Disney shares in Q1 2026, an estimated $1.37K.
  • Walt Disney made up 0.1% of Wealth Advisory Solutions's portfolio in Q1 2026, its #98 holding.
  • Wealth Advisory Solutions first reported a position in Walt Disney in Q4 2019 and has held it in 24 quarters since.
  • Wealth Advisory Solutions's Walt Disney position peaked at $5.64M in Q1 2022.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.