WPA
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Wealth Preservation Advisors’s Walt Disney DIS Stock Holding History

Wealth Preservation 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 		$964 Sell
10
-545
-98% -$57.6K ﹤0.01% 695
2025
Q4 		$63.1K Hold
555
– – 0.03% 182
2025
Q3 		$63.5K Hold
555
– – 0.04% 170
2025
Q2 		$68.8K Buy
555
+13
+2% +$1.35K 0.04% 162
2025
Q1 		$53.5K Buy
+542
New +$58.2K 0.04% 177

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 Preservation Advisors's DIS Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Walt Disney (DIS) stake by 98% in Q1 2026, selling an estimated $57.6K and leaving 10 shares worth $964. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Wealth Preservation Advisors first reported a position in DIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $68.8K in Q2 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Wealth Preservation Advisors held 10 shares of Walt Disney worth $964 as of Q1 2026.
  • Wealth Preservation Advisors sold 545 Walt Disney shares in Q1 2026, an estimated $57.6K.
  • Walt Disney made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #695 holding.
  • Wealth Preservation Advisors first reported a position in Walt Disney in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Walt Disney position peaked at $68.8K in Q2 2025.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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