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Apella Capital’s Walt Disney DIS Stock Holding History

Apella Capital’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 		$2.69M Sell
27,616
-699
-2% -$71.3K 0.04% 231
2026
Q1 		$3.01M Buy
28,315
+5,733
+25% +$606K 0.04% 220
2025
Q4 		$2.57M Buy
22,582
+2,262
+11% +$249K 0.05% 181
2025
Q3 		$2.23M Buy
20,320
+416
+2% +$49K 0.05% 176
2025
Q2 		$2.45M Buy
19,904
+10,395
+109% +$1.08M 0.07% 152
2025
Q1 		$870K Buy
9,509
+2,319
+32% +$249K 0.03% 199
2024
Q4 		$801K Buy
7,190
+178
+3% +$18.7K 0.03% 186
2024
Q3 		$660K Sell
7,012
-64
-0.9% -$5.89K 0.03% 193
2024
Q2 		$687K Buy
7,076
+1,583
+29% +$170K 0.03% 182
2024
Q1 		$648K Sell
5,493
-421
-7% -$44K 0.03% 173
2023
Q4 		$536K Sell
5,914
-150
-2% -$13.2K 0.03% 180
2023
Q3 		$492K Sell
6,064
-89
-1% -$7.6K 0.03% 171
2023
Q2 		$549K Buy
+6,153
New +$583K 0.04% 165
2022
Q4 		$447K Buy
5,139
+828
+19% +$79.2K 0.04% 161
2022
Q3 		$407K Sell
4,311
-17
-0.4% -$1.82K 0.05% 149
2022
Q2 		$409K Buy
4,328
+422
+11% +$46.8K 0.05% 153
2022
Q1 		$536K Buy
3,906
+937
+32% +$135K 0.08% 126
2021
Q4 		$460K Sell
2,969
-193
-6% -$31.2K 0.06% 132
2021
Q3 		$535K Buy
3,162
+318
+11% +$56.7K 0.08% 129
2021
Q2 		$500K Buy
2,844
+213
+8% +$38.3K 0.08% 136
2021
Q1 		$485K Hold
2,631
– – 0.15% 85
2020
Q4 		$477K Buy
2,631
+100
+4% +$14.4K 0.17% 85
2020
Q3 		$314K Hold
2,531
– – 0.13% 97
2020
Q2 		$282K Buy
2,531
+101
+4% +$11.2K 0.13% 101
2020
Q1 		$235K Buy
+2,430
New +$307K 0.14% 93

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Apella Capital's DIS Position: Q2 2026 in Review

Apella Capital reduced its Walt Disney (DIS) stake by 2.5% in Q2 2026, selling an estimated $71.3K and leaving 27,616 shares worth $2.69M. The position accounts for 0.04% of the portfolio, ranked #231.

Apella Capital first reported a position in DIS in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.01M in Q1 2026. 681 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Apella Capital held 27,616 shares of Walt Disney worth $2.69M as of Q2 2026.
  • Apella Capital sold 699 Walt Disney shares in Q2 2026, an estimated $71.3K.
  • Walt Disney made up 0.04% of Apella Capital's portfolio in Q2 2026, its #231 holding.
  • Apella Capital first reported a position in Walt Disney in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's Walt Disney position peaked at $3.01M in Q1 2026.
  • 681 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.