AIM
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Avity Investment Management’s Walt Disney DIS Stock Holding History

Avity Investment Management’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 		$560K Sell
5,823
-100
-2% -$10.2K 0.04% 82
2026
Q1 		$571K Sell
5,923
-300
-5% -$31.7K 0.04% 81
2025
Q4 		$708K Hold
6,223
– – 0.05% 72
2025
Q3 		$713K Sell
6,223
-100
-2% -$11.8K 0.05% 71
2025
Q2 		$784K Sell
6,323
-610
-9% -$63.4K 0.06% 68
2025
Q1 		$684K Buy
6,933
+600
+9% +$64.5K 0.06% 67
2024
Q4 		$705K Hold
6,333
– – 0.06% 66
2024
Q3 		$609K Hold
6,333
– – 0.05% 69
2024
Q2 		$629K Hold
6,333
– – 0.05% 59
2024
Q1 		$775K Hold
6,333
– – 0.06% 57
2023
Q4 		$572K Hold
6,333
– – 0.05% 59
2023
Q3 		$513K Sell
6,333
-667
-10% -$57K 0.05% 56
2023
Q2 		$625K Sell
7,000
-2,449
-26% -$232K 0.06% 56
2023
Q1 		$946K Buy
9,449
+3,432
+57% +$346K 0.09% 50
2022
Q4 		$523K Sell
6,017
-283,649
-98% -$27.1M 0.05% 59
2022
Q3 		$27.3M Buy
289,666
+107,528
+59% +$11.5M 2.96% 16
2022
Q2 		$17.2M Sell
182,138
-62,939
-26% -$6.99M 1.77% 29
2022
Q1 		$33.6M Buy
245,077
+63,854
+35% +$9.23M 2.95% 17
2021
Q4 		$28.1M Buy
181,223
+177,682
+5,018% +$28.7M 2.19% 25
2021
Q3 		$599K Buy
3,541
+576
+19% +$103K 0.05% 50
2021
Q2 		$521K Sell
2,965
-50
-2% -$8.99K 0.04% 55
2021
Q1 		$556K Sell
3,015
-121
-4% -$22.3K 0.05% 48
2020
Q4 		$568K Sell
3,136
-20
-0.6% -$2.87K 0.05% 48
2020
Q3 		$392K Sell
3,156
-100
-3% -$12.5K 0.04% 53
2020
Q2 		$363K Sell
3,256
-100
-3% -$11K 0.04% 53
2020
Q1 		$324K Buy
3,356
+50
+2% +$6.32K 0.05% 50
2019
Q4 		$478K Buy
3,306
+300
+10% +$41.9K 0.05% 49
2019
Q3 		$392K Hold
3,006
– – 0.05% 54
2019
Q2 		$420K Sell
3,006
-550
-15% -$72.9K 0.05% 51
2019
Q1 		$395K Buy
3,556
+600
+20% +$67.1K 0.05% 53
2018
Q4 		$324K Buy
2,956
+321
+12% +$36.5K 0.05% 54
2018
Q3 		$308K Buy
2,635
+388
+17% +$43.2K 0.04% 59
2018
Q2 		$236K Hold
2,247
– – 0.03% 66
2018
Q1 		$226K Sell
2,247
-100
-4% -$10.6K 0.03% 70
2017
Q4 		$252K Buy
+2,347
New +$242K 0.03% 67

Other funds holding DIS

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Avity Investment Management's DIS Position: Q2 2026 in Review

Avity Investment Management reduced its Walt Disney (DIS) stake by 1.7% in Q2 2026, selling an estimated $10.2K and leaving 5,823 shares worth $560K. The position accounts for 0.04% of the portfolio, ranked #82.

Avity Investment Management first reported a position in DIS in Q4 2017 and has held it in 35 quarters since. The position peaked at $33.6M in Q1 2022. 992 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Avity Investment Management held 5,823 shares of Walt Disney worth $560K as of Q2 2026.
  • Avity Investment Management sold 100 Walt Disney shares in Q2 2026, an estimated $10.2K.
  • Walt Disney made up 0.04% of Avity Investment Management's portfolio in Q2 2026, its #82 holding.
  • Avity Investment Management first reported a position in Walt Disney in Q4 2017 and has held it in 35 quarters since.
  • Avity Investment Management's Walt Disney position peaked at $33.6M in Q1 2022.
  • 992 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.