Ascent Wealth Partners, LLC / DIS
Ascent Wealth Partners, LLC’s Disney Walt Co Position
Does Ascent Wealth Partners, LLC own Disney Walt Co (DIS)? Not currently — the last reported position was 59.2K shares worth $7M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$7M
Q1 2024
Shares
59.2K
% of Portfolio
+1.08%
Quarters Held
13
position exited
Position History DIS
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2024 | 59.2K | $7M | +1.08% |
| Q1 2022 | 9.4K | $1M | +0.24% |
| Q4 2021 | 9.2K | $1M | +0.25% |
| Q3 2021 | 9.2K | $2M | +0.30% |
| Q2 2021 | 9.0K | $2M | +0.30% |
| Q1 2021 | 9.4K | $2M | +0.38% |
| Q4 2020 | 9.2K | $2M | +0.37% |
| Q3 2020 | 5.4K | $667,000 | +0.17% |
| Q4 2019 | 33.7K | $5M | +1.39% |
| Q3 2019 | 33.5K | $4M | +1.34% |
| Q2 2019 | 9.1K | $697,000 | +0.49% |
| Q1 2019 | 32.1K | $4M | +1.16% |
| Q4 2018 | 26.5K | $3M | +1.14% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ascent Wealth Partners, LLC’s full portfolio or all institutional holders of DIS.