Aventus Investment Advisors’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
Q2
$22.8K Buy
237
+113
+91% +$11.5K 0.02% 93
2026
Q1
$12K Hold
124
0.01% 109
2025
Q4
$14.1K Hold
124
0.01% 104
2025
Q3
$14.2K Hold
124
0.01% 103
2025
Q2
$15.4K Buy
+124
New +$12.9K 0.01% 101

Other funds holding DIS

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

Aventus Investment Advisors increased its Walt Disney (DIS) stake by 91% in Q2 2026, buying an estimated $11.5K and bringing the position to 237 shares worth $22.8K. The position accounts for 0.02% of the portfolio, ranked #93.

Aventus Investment Advisors first reported a position in DIS in Q2 2025 and has held it in 5 quarters since. 1,027 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Aventus Investment Advisors held 237 shares of Walt Disney worth $22.8K as of Q2 2026.
  • Aventus Investment Advisors bought 113 Walt Disney shares in Q2 2026, an estimated $11.5K.
  • Walt Disney made up 0.02% of Aventus Investment Advisors's portfolio in Q2 2026, its #93 holding.
  • Aventus Investment Advisors first reported a position in Walt Disney in Q2 2025 and has held it in 5 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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