AWA
DIS icon

Amplius Wealth Advisors’s Walt Disney DIS Stock Holding History

Amplius Wealth Advisors’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 		$391K Sell
4,065
-355
-8% -$36.2K 0.03% 146
2026
Q1 		$426K Sell
4,420
-382
-8% -$40.4K 0.04% 118
2025
Q4 		$546K Sell
4,802
-10
-0.2% -$1.1K 0.05% 101
2025
Q3 		$551K Sell
4,812
-781
-14% -$92K 0.05% 99
2025
Q2 		$694K Sell
5,593
-473
-8% -$49.1K 0.06% 98
2025
Q1 		$599K Sell
6,066
-901
-13% -$96.8K 0.06% 102
2024
Q4 		$776K Buy
6,967
+190
+3% +$20K 0.08% 82
2024
Q3 		$652K Sell
6,777
-100
-1% -$9.2K 0.07% 84
2024
Q2 		$683K Sell
6,877
-49
-0.7% -$5.28K 0.08% 84
2024
Q1 		$848K Sell
6,926
-86
-1% -$8.98K 0.1% 76
2023
Q4 		$633K Sell
7,012
-491
-7% -$43.3K 0.08% 84
2023
Q3 		$608K Sell
7,503
-325
-4% -$27.8K 0.08% 86
2023
Q2 		$699K Sell
7,828
-439
-5% -$41.6K 0.09% 81
2023
Q1 		$828K Buy
8,267
+1,541
+23% +$155K 0.12% 77
2022
Q4 		$584K Buy
6,726
+230
+4% +$22K 0.09% 80
2022
Q3 		$613K Buy
6,496
+271
+4% +$29K 0.11% 73
2022
Q2 		$587K Sell
6,225
-3,771
-38% -$419K 0.09% 81
2022
Q1 		$1.37M Buy
9,996
+132
+1% +$19.1K 0.21% 52
2021
Q4 		$1.53M Buy
+9,864
New +$1.59M 0.21% 51

Other funds holding DIS

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Amplius Wealth Advisors's DIS Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its Walt Disney (DIS) stake by 8% in Q2 2026, selling an estimated $36.2K and leaving 4,065 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #146.

Amplius Wealth Advisors first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.53M in Q4 2021. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Amplius Wealth Advisors held 4,065 shares of Walt Disney worth $391K as of Q2 2026.
  • Amplius Wealth Advisors sold 355 Walt Disney shares in Q2 2026, an estimated $36.2K.
  • Walt Disney made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #146 holding.
  • Amplius Wealth Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Walt Disney position peaked at $1.53M in Q4 2021.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.