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Align Financial’s Walt Disney DIS Stock Holding History

Align Financial’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 		$17.6K Hold
183
– – 0.01% 231
2026
Q1 		$17.6K Sell
183
-20,637
-99% -$2.18M 0.01% 229
2025
Q4 		$20.8M Buy
+20,820
New +$2.29M 0.01% 229

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

Align Financial's DIS Position: Q2 2026 in Review

Align Financial held its Walt Disney (DIS) position steady in Q2 2026 at 183 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #231.

Align Financial first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.8M in Q4 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Align Financial held 183 shares of Walt Disney worth $17.6K as of Q2 2026.
  • Align Financial left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.01% of Align Financial's portfolio in Q2 2026, its #231 holding.
  • Align Financial first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Align Financial's Walt Disney position peaked at $20.8M in Q4 2025.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.