AWA
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ARQ Wealth Advisors’s Walt Disney DIS Stock Holding History

ARQ 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 		$1M Sell
10,470
-11,787
-53% -$1.2M 0.12% 117
2026
Q1 		$2.15M Buy
22,257
+18,974
+578% +$2.01M 0.39% 75
2025
Q4 		$374K Sell
3,283
-432
-12% -$47.6K 0.1% 103
2025
Q3 		$425K Buy
+3,715
New +$438K 0.13% 99

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

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

ARQ Wealth Advisors reduced its Walt Disney (DIS) stake by 53% in Q2 2026, selling an estimated $1.2M and leaving 10,470 shares worth $1M. The position accounts for 0.12% of the portfolio, ranked #117.

ARQ Wealth Advisors first reported a position in DIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.15M in Q1 2026. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • ARQ Wealth Advisors held 10,470 shares of Walt Disney worth $1M as of Q2 2026.
  • ARQ Wealth Advisors sold 11,787 Walt Disney shares in Q2 2026, an estimated $1.2M.
  • Walt Disney made up 0.12% of ARQ Wealth Advisors's portfolio in Q2 2026, its #117 holding.
  • ARQ Wealth Advisors first reported a position in Walt Disney in Q3 2025 and has held it in 4 quarters since.
  • ARQ Wealth Advisors's Walt Disney position peaked at $2.15M in Q1 2026.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.