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Aptus Capital Advisors’s Walt Disney DIS Stock Holding History

Aptus Capital 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
2024
Q2 		– Sell
-775,000
Closed -$94.8M – 1184
2024
Q1 		$94.8M Buy
+775,000
New +$81M 1.76% 12
2021
Q1 		– Sell
-130,000
Closed -$23.6M – 523
2020
Q4 		$23.6M Buy
+130,000
New +$18.7M 1.08% 19
2019
Q3 		– Sell
-750
Closed -$613K – 478
2019
Q2 		$613K Buy
750
+101
+16% +$13.4K 0.09% 186
2019
Q1 		$449K Buy
649
+142
+28% +$15.9K 0.08% 211
2018
Q4 		$283K Buy
+507
New +$57.6K 0.07% 97

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

Aptus Capital Advisors's DIS Position: Q2 2026 in Review

Aptus Capital Advisors increased its Walt Disney (DIS) stake by 1.4% in Q2 2026, buying an estimated $151K and bringing the position to 109,800 shares worth $10.6M. The position accounts for 0.07% of the portfolio, ranked #222.

Aptus Capital Advisors first reported a position in DIS in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.2M in Q4 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Aptus Capital Advisors held 109,800 shares of Walt Disney worth $10.6M as of Q2 2026.
  • Aptus Capital Advisors bought 1,477 Walt Disney shares in Q2 2026, an estimated $151K.
  • Walt Disney made up 0.07% of Aptus Capital Advisors's portfolio in Q2 2026, its #222 holding.
  • Aptus Capital Advisors first reported a position in Walt Disney in Q4 2018 and has held it in 31 quarters since.
  • Aptus Capital Advisors's Walt Disney position peaked at $13.2M in Q4 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.