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Advisor OS’s Walt Disney DIS Stock Holding History

Advisor OS’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 		$973K Sell
10,108
-177
-2% -$18K 0.06% 199
2026
Q1 		$991K Sell
10,285
-494
-5% -$52.2K 0.07% 185
2025
Q4 		$1.23M Buy
10,779
+651
+6% +$71.7K 0.1% 136
2025
Q3 		$1.16M Buy
10,128
+1,271
+14% +$150K 0.1% 137
2025
Q2 		$1.1M Sell
8,857
-434
-5% -$45.1K 0.11% 131
2025
Q1 		$917K Buy
9,291
+855
+10% +$91.9K 0.1% 141
2024
Q4 		$939K Buy
8,436
+687
+9% +$72.2K 0.11% 133
2024
Q3 		$745K Buy
7,749
+21
+0.3% +$1.93K 0.07% 196
2024
Q2 		$767K Sell
7,728
-79
-1% -$8.5K 0.08% 189
2024
Q1 		$955K Buy
7,807
+1,227
+19% +$128K 0.11% 170
2023
Q4 		$594K Buy
6,580
+1,041
+19% +$91.8K 0.08% 194
2023
Q3 		$449K Buy
5,539
+123
+2% +$10.5K 0.07% 195
2023
Q2 		$484K Buy
5,416
+3,390
+167% +$321K 0.08% 204
2023
Q1 		$203K Buy
+2,026
New +$204K 0.05% 234

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Advisor OS's DIS Position: Q2 2026 in Review

Advisor OS reduced its Walt Disney (DIS) stake by 1.7% in Q2 2026, selling an estimated $18K and leaving 10,108 shares worth $973K. The position accounts for 0.06% of the portfolio, ranked #199.

Advisor OS first reported a position in DIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.23M in Q4 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Advisor OS held 10,108 shares of Walt Disney worth $973K as of Q2 2026.
  • Advisor OS sold 177 Walt Disney shares in Q2 2026, an estimated $18K.
  • Walt Disney made up 0.06% of Advisor OS's portfolio in Q2 2026, its #199 holding.
  • Advisor OS first reported a position in Walt Disney in Q1 2023 and has held it in 14 quarters since.
  • Advisor OS's Walt Disney position peaked at $1.23M in Q4 2025.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.