Advisory Resource Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $242K | Buy |
2,510
+50
| +2% | +$5.1K | 0.04% | 172 |
|
|
2026
Q1 | $237K | Buy |
2,460
+7
| +0.3% | +$740 | 0.04% | 165 |
|
|
2025
Q4 | $279K | Sell |
2,453
-11,840
| -83% | -$1.3M | 0.05% | 150 |
|
|
2025
Q3 | $1.64M | Buy |
14,293
+11,267
| +372% | +$1.33M | 0.29% | 70 |
|
|
2025
Q2 | $375K | Sell |
3,026
-117
| -4% | -$12.2K | 0.07% | 139 |
|
|
2025
Q1 | $310K | Buy |
3,143
+8
| +0.3% | +$860 | 0.06% | 144 |
|
|
2024
Q4 | $349K | Sell |
3,135
-9
| -0.3% | -$945 | 0.07% | 133 |
|
|
2024
Q3 | $302K | Sell |
3,144
-3
| -0.1% | -$276 | 0.06% | 138 |
|
|
2024
Q2 | $312K | Buy |
3,147
+24
| +0.8% | +$2.58K | 0.07% | 129 |
|
|
2024
Q1 | $382K | Buy |
3,123
+4
| +0.1% | +$418 | 0.09% | 125 |
|
|
2023
Q4 | $282K | Sell |
3,119
-20
| -0.6% | -$1.76K | 0.07% | 133 |
|
|
2023
Q3 | $254K | Sell |
3,139
-90
| -3% | -$7.69K | 0.07% | 137 |
|
|
2023
Q2 | $288K | Hold |
3,229
| – | – | 0.08% | 130 |
|
|
2023
Q1 | $323K | Sell |
3,229
-43
| -1% | -$4.33K | 0.09% | 127 |
|
|
2022
Q4 | $284K | Buy |
3,272
+261
| +9% | +$25K | 0.08% | 128 |
|
|
2022
Q3 | $284K | Hold |
3,011
| – | – | 0.09% | 107 |
|
|
2022
Q2 | $284K | Sell |
3,011
-491
| -14% | -$54.5K | 0.09% | 105 |
|
|
2022
Q1 | $480K | Buy |
3,502
+20
| +0.6% | +$2.89K | 0.15% | 73 |
|
|
2021
Q4 | $498K | Buy |
3,482
+18
| +0.5% | +$2.91K | 0.17% | 73 |
|
|
2021
Q3 | $586K | Hold |
3,464
| – | – | 0.22% | 65 |
|
|
2021
Q2 | $609K | Buy |
3,464
+8
| +0.2% | +$1.44K | 0.24% | 60 |
|
|
2021
Q1 | $638K | Sell |
3,456
-27
| -0.8% | -$4.98K | 0.3% | 51 |
|
|
2020
Q4 | $631K | Buy |
3,483
+81
| +2% | +$11.6K | 0.31% | 51 |
|
|
2020
Q3 | $422K | Sell |
3,402
-172
| -5% | -$21.5K | 0.25% | 54 |
|
|
2020
Q2 | $399K | Buy |
3,574
+1
| +0% | +$110 | 0.25% | 52 |
|
|
2020
Q1 | $345K | Sell |
3,573
-1,792
| -33% | -$227K | 0.26% | 51 |
|
|
2019
Q4 | $776K | Sell |
5,365
-475
| -8% | -$66.3K | 0.44% | 41 |
|
|
2019
Q3 | $761K | Sell |
5,840
-6,233
| -52% | -$862K | 0.41% | 42 |
|
|
2019
Q2 | $1.69M | Buy |
12,073
+539
| +5% | +$71.5K | 0.92% | 20 |
|
|
2019
Q1 | $1.56M | Buy |
11,534
+1,400
| +14% | +$156K | 0.87% | 18 |
|
|
2018
Q4 | $1.11M | Buy |
+10,134
| New | +$1.15M | 0.68% | 19 |
|
Other funds holding DIS
Advisory Resource Group's DIS Position: Q2 2026 in Review
Advisory Resource Group increased its Walt Disney (DIS) stake by 2% in Q2 2026, buying an estimated $5.1K and bringing the position to 2,510 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #172.
Advisory Resource Group first reported a position in DIS in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.69M in Q2 2019. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Advisory Resource Group held 2,510 shares of Walt Disney worth $242K as of Q2 2026.
- Advisory Resource Group bought 50 Walt Disney shares in Q2 2026, an estimated $5.1K.
- Walt Disney made up 0.04% of Advisory Resource Group's portfolio in Q2 2026, its #172 holding.
- Advisory Resource Group first reported a position in Walt Disney in Q4 2018 and has held it in 31 quarters since.
- Advisory Resource Group's Walt Disney position peaked at $1.69M in Q2 2019.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.