4A
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4Wealth Advisors’s Walt Disney DIS Stock Holding History

4Wealth 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
Q2 		$267K Buy
2,704
+31
+1% +$3.16K 0.2% 123
2026
Q1 		$252K Sell
2,673
-57
-2% -$6.02K 0.22% 121
2025
Q4 		$311K Sell
2,730
-51
-2% -$5.62K 0.27% 119
2025
Q3 		$318K Sell
2,781
-73
-3% -$8.6K 0.28% 107
2025
Q2 		$354K Sell
2,854
-2,890
-50% -$300K 0.36% 91
2025
Q1 		$567K Buy
5,744
+634
+12% +$68.1K 0.62% 54
2024
Q4 		$569K Buy
+5,110
New +$537K 0.57% 56

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

4Wealth Advisors's DIS Position: Q2 2026 in Review

4Wealth Advisors increased its Walt Disney (DIS) stake by 1.2% in Q2 2026, buying an estimated $3.16K and bringing the position to 2,704 shares worth $267K. The position accounts for 0.2% of the portfolio, ranked #123.

4Wealth Advisors first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $569K in Q4 2024. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • 4Wealth Advisors held 2,704 shares of Walt Disney worth $267K as of Q2 2026.
  • 4Wealth Advisors bought 31 Walt Disney shares in Q2 2026, an estimated $3.16K.
  • Walt Disney made up 0.2% of 4Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • 4Wealth Advisors first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • 4Wealth Advisors's Walt Disney position peaked at $569K in Q4 2024.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.