WFAG
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Wescott Financial Advisory Group’s Walt Disney DIS Stock Holding History

Wescott Financial Advisory Group’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 		$803K Buy
8,332
+248
+3% +$26.2K 0.07% 110
2025
Q4 		$920K Sell
8,084
-53
-0.7% -$5.84K 0.08% 105
2025
Q3 		$932K Buy
8,137
+73
+0.9% +$8.6K 0.08% 97
2025
Q2 		$1M Buy
8,064
+95
+1% +$9.87K 0.1% 89
2025
Q1 		$787K Sell
7,969
-180
-2% -$19.3K 0.08% 90
2024
Q4 		$907K Buy
8,149
+454
+6% +$47.7K 0.09% 88
2024
Q3 		$740K Sell
7,695
-39
-0.5% -$3.59K 0.08% 96
2024
Q2 		$768K Buy
7,734
+116
+2% +$12.5K 0.09% 91
2024
Q1 		$932K Buy
7,618
+4,403
+137% +$460K 0.12% 76
2023
Q4 		$290K Sell
3,215
-104
-3% -$9.17K 0.04% 134
2023
Q3 		$269K Sell
3,319
-520
-14% -$44.4K 0.05% 133
2023
Q2 		$343K Buy
3,839
+1,220
+47% +$116K 0.06% 122
2023
Q1 		$262K Sell
2,619
-207
-7% -$20.9K 0.06% 131
2022
Q4 		$246K Sell
2,826
-95
-3% -$9.09K 0.05% 133
2022
Q3 		$276K Buy
2,921
+106
+4% +$11.3K 0.08% 118
2022
Q2 		$266K Sell
2,815
-56
-2% -$6.22K 0.07% 113
2022
Q1 		$394K Sell
2,871
-25
-0.9% -$3.61K 0.1% 92
2021
Q4 		$449K Sell
2,896
-167
-5% -$27K 0.23% 43
2021
Q3 		$518K Buy
3,063
+144
+5% +$25.7K 0.29% 39
2021
Q2 		$523K Sell
2,919
-415
-12% -$74.6K 0.31% 37
2021
Q1 		$615K Buy
3,334
+426
+15% +$78.6K 0.4% 28
2020
Q4 		$527K Buy
+2,908
New +$417K 0.37% 27

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

Wescott Financial Advisory Group's DIS Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Walt Disney (DIS) stake by 3.1% in Q1 2026, buying an estimated $26.2K and bringing the position to 8,332 shares worth $803K. The position accounts for 0.07% of the portfolio, ranked #110.

Wescott Financial Advisory Group first reported a position in DIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1M in Q2 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Wescott Financial Advisory Group held 8,332 shares of Walt Disney worth $803K as of Q1 2026.
  • Wescott Financial Advisory Group bought 248 Walt Disney shares in Q1 2026, an estimated $26.2K.
  • Walt Disney made up 0.07% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #110 holding.
  • Wescott Financial Advisory Group first reported a position in Walt Disney in Q4 2020 and has held it in 22 quarters since.
  • Wescott Financial Advisory Group's Walt Disney position peaked at $1M in Q2 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.