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Alliance Wealth Advisors (Pennsylvania)’s Walt Disney DIS Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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
2021
Q4 		– Sell
-300
Closed -$47K – 118
2021
Q3 		$47K Buy
+300
New +$53.5K 0.04% 118

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

Alliance Wealth Advisors (Pennsylvania)'s DIS Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its Walt Disney (DIS) stake by 3.5% in Q2 2026, selling an estimated $70.1K and leaving 19,186 shares worth $1.85M. The position accounts for 0.6% of the portfolio, ranked #25.

Alliance Wealth Advisors (Pennsylvania) first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.03M in Q1 2024. 1,377 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 19,186 shares of Walt Disney worth $1.85M as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 688 Walt Disney shares in Q2 2026, an estimated $70.1K.
  • Walt Disney made up 0.6% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #25 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Walt Disney position peaked at $3.03M in Q1 2024.
  • 1,377 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.