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Advisory Alpha’s Walt Disney DIS Stock Holding History

Advisory Alpha’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 		$825K Sell
8,565
-100
-1% -$10.2K 0.02% 261
2026
Q1 		$836K Buy
8,665
+317
+4% +$33.5K 0.02% 224
2025
Q4 		$950K Buy
8,348
+39
+0.5% +$4.29K 0.03% 197
2025
Q3 		$932K Buy
8,309
+543
+7% +$64K 0.03% 194
2025
Q2 		$963K Buy
7,766
+376
+5% +$39.1K 0.03% 167
2025
Q1 		$729K Buy
7,390
+680
+10% +$73.1K 0.02% 195
2024
Q4 		$747K Sell
6,710
-477
-7% -$50.1K 0.03% 180
2024
Q3 		$691K Buy
7,187
+173
+2% +$15.9K 0.02% 185
2024
Q2 		$696K Buy
7,014
+813
+13% +$87.5K 0.03% 177
2024
Q1 		$759K Sell
6,201
-1,770
-22% -$185K 0.03% 181
2023
Q4 		$720K Buy
7,971
+609
+8% +$53.7K 0.03% 175
2023
Q3 		$597K Buy
7,362
+1,208
+20% +$103K 0.03% 181
2023
Q2 		$549K Buy
6,154
+552
+10% +$52.3K 0.03% 206
2023
Q1 		$561K Buy
5,602
+8
+0.1% +$807 0.04% 171
2022
Q4 		$486K Sell
5,594
-151
-3% -$14.4K 0.03% 166
2022
Q3 		$542K Buy
5,745
+192
+3% +$20.5K 0.04% 148
2022
Q2 		$524K Buy
5,553
+1,921
+53% +$213K 0.04% 155
2022
Q1 		$498K Buy
+3,632
New +$525K 0.03% 175

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 $3.37T AUM 44.26% 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

Advisory Alpha's DIS Position: Q2 2026 in Review

Advisory Alpha reduced its Walt Disney (DIS) stake by 1.2% in Q2 2026, selling an estimated $10.2K and leaving 8,565 shares worth $825K. The position accounts for 0.02% of the portfolio, ranked #261.

Advisory Alpha first reported a position in DIS in Q1 2022 and has held it in 18 quarters since. The position peaked at $963K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Advisory Alpha held 8,565 shares of Walt Disney worth $825K as of Q2 2026.
  • Advisory Alpha sold 100 Walt Disney shares in Q2 2026, an estimated $10.2K.
  • Walt Disney made up 0.02% of Advisory Alpha's portfolio in Q2 2026, its #261 holding.
  • Advisory Alpha first reported a position in Walt Disney in Q1 2022 and has held it in 18 quarters since.
  • Advisory Alpha's Walt Disney position peaked at $963K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.