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Avestar Capital’s Walt Disney DIS Stock Holding History

Avestar Capital’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
2024
Q1 		– Sell
-11,800
Closed -$1.07M – 471
2023
Q4 		$1.07M Buy
+11,800
New +$1.04M 0.12% 112
2022
Q1 		– Sell
-2,000
Closed -$310K – 410
2021
Q4 		$310K Sell
2,000
-27,300
-93% -$4.41M 0.04% 333
2021
Q3 		$4.96M Buy
+29,300
New +$5.22M 0.63% 36

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

Avestar Capital's DIS Position: Q2 2026 in Review

Avestar Capital increased its Walt Disney (DIS) stake by 6.6% in Q2 2026, buying an estimated $95.5K and bringing the position to 15,162 shares worth $1.46M. The position accounts for 0.08% of the portfolio, ranked #179.

Avestar Capital first reported a position in DIS in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.29M in Q2 2025. 1,361 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Avestar Capital held 15,162 shares of Walt Disney worth $1.46M as of Q2 2026.
  • Avestar Capital bought 937 Walt Disney shares in Q2 2026, an estimated $95.5K.
  • Walt Disney made up 0.08% of Avestar Capital's portfolio in Q2 2026, its #179 holding.
  • Avestar Capital first reported a position in Walt Disney in Q4 2017 and has held it in 35 quarters since.
  • Avestar Capital's Walt Disney position peaked at $2.29M in Q2 2025.
  • 1,361 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.