Whelan Financial’s Walt Disney DIS Stock Holding History

Whelan Financial’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	–	Sell	-13,682	Closed	-$1.56M	–	93
2025 Q4	$1.56M	Buy	13,682 +1,646	+14%	+$181K	0.49%	25
2025 Q3	$1.38M	Buy	12,036 +4,282	+55%	+$504K	0.44%	25
2025 Q2	$962K	Buy	7,754 +2,001	+35%	+$208K	0.35%	26
2025 Q1	$568K	Buy	5,753 +3,542	+160%	+$381K	0.22%	29
2024 Q4	$246K	Buy	+2,211	New	+$232K	0.1%	49
2024 Q2	–	Sell	-1,686	Closed	-$206K	–	41
2024 Q1	$206K	Buy	+1,686	New	+$176K	0.09%	40

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whelan Financial's DIS Position: Q1 2026 in Review

Whelan Financial sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 13,682 shares — an estimated $1.56M sold.

Whelan Financial first reported a position in DIS in Q1 2024 and held it in 6 quarters. The position peaked at $1.56M in Q4 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Whelan Financial reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Whelan Financial sold 13,682 Walt Disney shares in Q1 2026, an estimated $1.56M.
Whelan Financial first reported a position in Walt Disney in Q1 2024 and held it in 6 quarters.
Whelan Financial's Walt Disney position peaked at $1.56M in Q4 2025.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Whelan Financial's 13F filing for Q1 2026, filed 24 Apr 2026.