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ARS Wealth Advisors Group’s Walt Disney DIS Stock Holding History

ARS Wealth Advisors Group’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 		$1.5M Buy
15,536
+7,843
+102% +$800K 0.12% 77
2026
Q1 		$741K Sell
7,693
-292
-4% -$30.9K 0.06% 103
2025
Q4 		$908K Sell
7,985
-478
-6% -$52.6K 0.08% 86
2025
Q3 		$969K Buy
8,463
+119
+1% +$14K 0.1% 76
2025
Q2 		$1.03M Sell
8,344
-5
-0.1% -$520 0.12% 71
2025
Q1 		$824K Buy
8,349
+374
+5% +$40.2K 0.12% 67
2024
Q4 		$888K Buy
7,975
+750
+10% +$78.8K 0.12% 70
2024
Q3 		$695K Buy
7,225
+47
+0.7% +$4.32K 0.09% 86
2024
Q2 		$713K Buy
7,178
+175
+2% +$18.8K 0.09% 79
2024
Q1 		$857K Buy
7,003
+76
+1% +$7.94K 0.12% 73
2023
Q4 		$625K Sell
6,927
-2,424
-26% -$214K 0.09% 84
2023
Q3 		$758K Sell
9,351
-20,514
-69% -$1.75M 0.12% 75
2023
Q2 		$2.67M Buy
29,865
+18,301
+158% +$1.73M 0.42% 50
2023
Q1 		$1.16M Buy
11,564
+1,499
+15% +$151K 0.21% 50
2022
Q4 		$874K Sell
10,065
-5,647
-36% -$540K 0.14% 65
2022
Q3 		$1.48M Buy
15,712
+1,533
+11% +$164K 0.23% 62
2022
Q2 		$1.34M Buy
14,179
+239
+2% +$26.5K 0.18% 77
2022
Q1 		$1.91M Sell
13,940
-112
-0.8% -$16.2K 0.33% 43
2021
Q4 		$2.18M Sell
14,052
-674
-5% -$109K 0.37% 42
2021
Q3 		$2.49M Buy
+14,726
New +$2.62M 0.45% 40

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
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
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
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ARS Wealth Advisors Group's DIS Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Walt Disney (DIS) stake by 102% in Q2 2026, buying an estimated $800K and bringing the position to 15,536 shares worth $1.5M. The position accounts for 0.12% of the portfolio, ranked #77.

ARS Wealth Advisors Group first reported a position in DIS in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.67M in Q2 2023. 1,143 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • ARS Wealth Advisors Group held 15,536 shares of Walt Disney worth $1.5M as of Q2 2026.
  • ARS Wealth Advisors Group bought 7,843 Walt Disney shares in Q2 2026, an estimated $800K.
  • Walt Disney made up 0.12% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #77 holding.
  • ARS Wealth Advisors Group first reported a position in Walt Disney in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's Walt Disney position peaked at $2.67M in Q2 2023.
  • 1,143 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.