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Avantra Family Wealth’s Walt Disney DIS Stock Holding History

Avantra Family Wealth’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 		$775K Buy
8,050
+2,949
+58% +$301K 0.49% 60
2026
Q1 		$492K Buy
5,101
+3,047
+148% +$322K 0.37% 86
2025
Q4 		$234K Sell
2,054
-557
-21% -$61.3K 0.17% 148
2025
Q3 		$299K Buy
+2,611
New +$308K 0.22% 124
2025
Q2 		– Sell
-4,381
Closed -$432K – 138
2025
Q1 		$432K Buy
+4,381
New +$471K 0.41% 88

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

Avantra Family Wealth's DIS Position: Q2 2026 in Review

Avantra Family Wealth increased its Walt Disney (DIS) stake by 58% in Q2 2026, buying an estimated $301K and bringing the position to 8,050 shares worth $775K. The position accounts for 0.49% of the portfolio, ranked #60.

Avantra Family Wealth first reported a position in DIS in Q1 2025 and has held it in 5 quarters since. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Avantra Family Wealth held 8,050 shares of Walt Disney worth $775K as of Q2 2026.
  • Avantra Family Wealth bought 2,949 Walt Disney shares in Q2 2026, an estimated $301K.
  • Walt Disney made up 0.49% of Avantra Family Wealth's portfolio in Q2 2026, its #60 holding.
  • Avantra Family Wealth first reported a position in Walt Disney in Q1 2025 and has held it in 5 quarters since.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.