AssuredPartners Investment Advisors’s Walt Disney DIS Stock Holding History

AssuredPartners Investment 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	$1.15M	Buy	11,904 +304	+3%	+$31K	0.11%	186
2026 Q1	$1.12M	Sell	11,600 -13,469	-54%	-$1.42M	0.12%	181
2025 Q4	$2.85M	Buy	25,069 +1,915	+8%	+$211K	0.42%	60
2025 Q3	$2.65M	Buy	23,154 +19,125	+475%	+$2.25M	0.59%	39
2025 Q2	$500K	Sell	4,029 -1,765	-30%	-$183K	0.12%	131
2025 Q1	$572K	Sell	5,794 -13	-0.2%	-$1.4K	0.11%	184
2024 Q4	$647K	Buy	+5,807	New	+$610K	0.13%	167

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AssuredPartners Investment Advisors's DIS Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Walt Disney (DIS) stake by 2.6% in Q2 2026, buying an estimated $31K and bringing the position to 11,904 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #186.

AssuredPartners Investment Advisors first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.85M in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

AssuredPartners Investment Advisors held 11,904 shares of Walt Disney worth $1.15M as of Q2 2026.
AssuredPartners Investment Advisors bought 304 Walt Disney shares in Q2 2026, an estimated $31K.
Walt Disney made up 0.11% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #186 holding.
AssuredPartners Investment Advisors first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's Walt Disney position peaked at $2.85M in Q4 2025.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.