Atria Investments’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.6M | Buy |
172,518
+11,773
| +7% | +$1.24M | 0.19% | 102 |
|
|
2025
Q4 | $18.3M | Sell |
160,745
-27,535
| -15% | -$3.03M | 0.21% | 89 |
|
|
2025
Q3 | $21.6M | Buy |
188,280
+4,593
| +3% | +$541K | 0.25% | 67 |
|
|
2025
Q2 | $22.8M | Buy |
183,687
+15,067
| +9% | +$1.57M | 0.27% | 59 |
|
|
2025
Q1 | $16.6M | Buy |
168,620
+8,977
| +6% | +$965K | 0.21% | 94 |
|
|
2024
Q4 | $17.8M | Buy |
159,643
+8,024
| +5% | +$843K | 0.22% | 87 |
|
|
2024
Q3 | $14.6M | Buy |
151,619
+7,594
| +5% | +$699K | 0.18% | 121 |
|
|
2024
Q2 | $14.3M | Sell |
144,025
-10,505
| -7% | -$1.13M | 0.19% | 116 |
|
|
2024
Q1 | $18.9M | Buy |
154,530
+48,053
| +45% | +$5.02M | 0.26% | 72 |
|
|
2023
Q4 | $9.62M | Sell |
106,477
-6,440
| -6% | -$568K | 0.15% | 164 |
|
|
2023
Q3 | $9.16M | Buy |
112,917
+15,303
| +16% | +$1.31M | 0.16% | 144 |
|
|
2023
Q2 | $8.73M | Sell |
97,614
-12,202
| -11% | -$1.16M | 0.16% | 151 |
|
|
2023
Q1 | $11M | Buy |
109,816
+21,472
| +24% | +$2.16M | 0.21% | 106 |
|
|
2022
Q4 | $7.69M | Sell |
88,344
-12,218
| -12% | -$1.17M | 0.16% | 164 |
|
|
2022
Q3 | $9.49M | Buy |
100,562
+12,423
| +14% | +$1.33M | 0.21% | 112 |
|
|
2022
Q2 | $8.32M | Sell |
88,139
-20,494
| -19% | -$2.27M | 0.17% | 141 |
|
|
2022
Q1 | $14.9M | Buy |
108,633
+5,154
| +5% | +$745K | 0.26% | 79 |
|
|
2021
Q4 | $16M | Sell |
103,479
-40
| -0% | -$6.46K | 0.29% | 75 |
|
|
2021
Q3 | $17.5M | Buy |
103,519
+6,876
| +7% | +$1.23M | 0.32% | 65 |
|
|
2021
Q2 | $17M | Buy |
96,643
+6,733
| +7% | +$1.21M | 0.33% | 59 |
|
|
2021
Q1 | $16.6M | Sell |
89,910
-564
| -0.6% | -$104K | 0.37% | 59 |
|
|
2020
Q4 | $16.4M | Buy |
90,474
+9,355
| +12% | +$1.34M | 0.4% | 53 |
|
|
2020
Q3 | $10.1M | Sell |
81,119
-6,249
| -7% | -$781K | 0.31% | 73 |
|
|
2020
Q2 | $9.74M | Buy |
+87,368
| New | +$9.65M | 0.33% | 69 |
|
|
2020
Q1 | – | Sell |
-98,135
| Closed | -$14.2M | – | 692 |
|
|
2019
Q4 | $14.2M | Buy |
98,135
+28,502
| +41% | +$3.98M | 0.38% | 50 |
|
|
2019
Q3 | $9.07M | Buy |
69,633
+12,547
| +22% | +$1.73M | 0.32% | 66 |
|
|
2019
Q2 | $7.64M | Buy |
57,086
+1,524
| +3% | +$202K | 0.29% | 75 |
|
|
2019
Q1 | $6.17M | Buy |
55,562
+22,472
| +68% | +$2.51M | 0.26% | 83 |
|
|
2018
Q4 | $3.63M | Sell |
33,090
-4,339
| -12% | -$493K | 0.16% | 98 |
|
|
2018
Q3 | $4.38M | Buy |
37,429
+4,086
| +12% | +$455K | 0.17% | 105 |
|
|
2018
Q2 | $3.5M | Sell |
33,343
-151
| -0.5% | -$15.4K | 0.15% | 121 |
|
|
2018
Q1 | $3.36M | Buy |
33,494
+4,555
| +16% | +$484K | 0.16% | 118 |
|
|
2017
Q4 | $3.11M | Buy |
28,939
+4,040
| +16% | +$416K | 0.15% | 140 |
|
|
2017
Q3 | $2.45M | Sell |
24,899
-259
| -1% | -$26.6K | 0.13% | 170 |
|
|
2017
Q2 | $2.67M | Sell |
25,158
-212
| -0.8% | -$23.2K | 0.16% | 136 |
|
|
2017
Q1 | $2.88M | Buy |
25,370
+3,852
| +18% | +$424K | 0.19% | 108 |
|
|
2016
Q4 | $2.24M | Buy |
21,518
+3,341
| +18% | +$326K | 0.17% | 109 |
|
|
2016
Q3 | $1.69M | Buy |
18,177
+4,119
| +29% | +$394K | 0.16% | 119 |
|
|
2016
Q2 | $1.4M | Sell |
14,058
-225
| -2% | -$22.5K | 0.15% | 119 |
|
|
2016
Q1 | $1.42M | Buy |
14,283
+439
| +3% | +$42.4K | 0.16% | 99 |
|
|
2015
Q4 | $1.37M | Buy |
13,844
+1,569
| +13% | +$175K | 0.15% | 98 |
|
|
2015
Q3 | $1.25M | Sell |
12,275
-319
| -3% | -$34.7K | 0.17% | 88 |
|
|
2015
Q2 | $1.44M | Buy |
12,594
+566
| +5% | +$62.2K | 0.17% | 86 |
|
|
2015
Q1 | $1.26M | Buy |
12,028
+707
| +6% | +$71.3K | 0.14% | 103 |
|
|
2014
Q4 | $1.07M | Buy |
11,321
+1,102
| +11% | +$99.4K | 0.11% | 151 |
|
|
2014
Q3 | $910K | Sell |
10,219
-5,893
| -37% | -$520K | 0.09% | 186 |
|
|
2014
Q2 | $1.38M | Buy |
16,112
+532
| +3% | +$43.5K | 0.14% | 136 |
|
|
2014
Q1 | $1.25M | Sell |
15,580
-167
| -1% | -$12.9K | 0.13% | 146 |
|
|
2013
Q4 | $1.2M | Buy |
15,747
+1,284
| +9% | +$88.9K | 0.12% | 153 |
|
|
2013
Q3 | $933K | Sell |
14,463
-838
| -5% | -$53.7K | 0.1% | 168 |
|
|
2013
Q2 | $966K | Buy |
+15,301
| New | +$967K | 0.12% | 108 |
|
Other funds holding DIS
VCM
VPM
Atria Investments's DIS Position: Q1 2026 in Review
Atria Investments increased its Walt Disney (DIS) stake by 7.3% in Q1 2026, buying an estimated $1.24M and bringing the position to 172,518 shares worth $16.6M. The position accounts for 0.19% of the portfolio, ranked #102.
Atria Investments first reported a position in DIS in Q2 2013 and has held it in 51 quarters since. The position peaked at $22.8M in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Atria Investments held 172,518 shares of Walt Disney worth $16.6M as of Q1 2026.
- Atria Investments bought 11,773 Walt Disney shares in Q1 2026, an estimated $1.24M.
- Walt Disney made up 0.19% of Atria Investments's portfolio in Q1 2026, its #102 holding.
- Atria Investments first reported a position in Walt Disney in Q2 2013 and has held it in 51 quarters since.
- Atria Investments's Walt Disney position peaked at $22.8M in Q2 2025.
- 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.