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Advyzon Investment Management’s Walt Disney DIS Stock Holding History

Advyzon Investment Management’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 		$623K Buy
6,475
+807
+14% +$82.3K 0.05% 406
2026
Q1 		$546K Buy
5,668
+2,477
+78% +$262K 0.05% 371
2025
Q4 		$363K Buy
3,191
+48
+2% +$5.29K 0.04% 393
2025
Q3 		$360K Buy
3,143
+14
+0.4% +$1.65K 0.06% 285
2025
Q2 		$388K Buy
3,129
+348
+13% +$36.2K 0.09% 216
2025
Q1 		$275K Buy
2,781
+426
+18% +$45.8K 0.1% 199
2024
Q4 		$262K Buy
+2,355
New +$247K 0.1% 184

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

Advyzon Investment Management's DIS Position: Q2 2026 in Review

Advyzon Investment Management increased its Walt Disney (DIS) stake by 14% in Q2 2026, buying an estimated $82.3K and bringing the position to 6,475 shares worth $623K. The position accounts for 0.05% of the portfolio, ranked #406.

Advyzon Investment Management first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Advyzon Investment Management held 6,475 shares of Walt Disney worth $623K as of Q2 2026.
  • Advyzon Investment Management bought 807 Walt Disney shares in Q2 2026, an estimated $82.3K.
  • Walt Disney made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #406 holding.
  • Advyzon Investment Management first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.