BRWA
DIS icon

B. Riley Wealth Advisors’s Walt Disney DIS Stock Holding History

B. Riley Wealth Advisors’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 		$1.37M Sell
13,910
-566
-4% -$57.7K 0.07% 236
2026
Q1 		$1.37M Sell
14,476
-5,268
-27% -$557K 0.09% 224
2025
Q4 		$2.25M Sell
19,744
-1,151
-6% -$127K 0.1% 189
2025
Q3 		$2.39M Sell
20,895
-1,606
-7% -$189K 0.11% 180
2025
Q2 		$2.79M Buy
+22,501
New +$2.34M 0.13% 159
2024
Q4 		$4.01M Sell
35,864
-5,915
-14% -$621K 0.13% 164
2024
Q3 		$3.98M Sell
41,779
-9,176
-18% -$844K 0.11% 188
2024
Q2 		$5.06M Sell
50,955
-13,446
-21% -$1.45M 0.13% 165
2024
Q1 		$5.22M Sell
64,401
-1,140
-2% -$119K 0.14% 153
2023
Q4 		$5.94M Buy
65,541
+1,140
+2% +$101K 0.16% 144
2023
Q3 		$5.22M Sell
64,401
-11,889
-16% -$1.02M 0.14% 153
2023
Q2 		$6.74M Sell
76,290
-14,947
-16% -$1.42M 0.15% 143
2023
Q1 		$9.06M Sell
91,237
-17,304
-16% -$1.74M 0.24% 85
2022
Q4 		$9.36M Sell
108,541
-8,372
-7% -$801K 0.26% 82
2022
Q3 		$11M Buy
116,913
+15,427
+15% +$1.65M 0.33% 66
2022
Q2 		$9.51M Sell
101,486
-18,025
-15% -$2M 0.4% 52
2022
Q1 		$16.3M Buy
119,511
+11,335
+10% +$1.64M 0.53% 28
2021
Q4 		$16.6M Sell
108,176
-5,501
-5% -$888K 0.48% 33
2021
Q3 		$19.1M Buy
113,677
+278
+0.2% +$49.6K 0.61% 22
2021
Q2 		$20M Buy
113,399
+14,110
+14% +$2.54M 0.65% 20
2021
Q1 		$18.3M Buy
99,289
+35,116
+55% +$6.48M 0.65% 20
2020
Q4 		$11.6M Sell
64,173
-6,502
-9% -$933K 0.62% 31
2020
Q3 		$8.65M Buy
70,675
+5,693
+9% +$712K 0.46% 50
2020
Q2 		$7.25M Sell
64,982
-4,000
-6% -$442K 0.48% 44
2020
Q1 		$6.67M Buy
68,982
+21,128
+44% +$2.67M 0.57% 35
2019
Q4 		$6.92M Buy
47,854
+3,518
+8% +$491K 0.59% 36
2019
Q3 		$5.78M Buy
44,336
+1,089
+3% +$151K 0.57% 36
2019
Q2 		$6.03M Buy
43,247
+3,835
+10% +$509K 0.66% 31
2019
Q1 		$4.38M Buy
39,412
+3,511
+10% +$392K 0.55% 35
2018
Q4 		$3.94M Sell
35,901
-306
-0.8% -$34.8K 0.56% 38
2018
Q3 		$4.24M Buy
36,207
+1,974
+6% +$220K 0.5% 43
2018
Q2 		$3.59M Buy
34,233
+4,264
+14% +$436K 0.47% 49
2018
Q1 		$3.01M Sell
29,969
-1,283
-4% -$136K 0.42% 55
2017
Q4 		$3.36M Buy
31,252
+3,519
+13% +$363K 0.45% 51
2017
Q3 		$2.74M Sell
27,733
-525
-2% -$54K 0.45% 50
2017
Q2 		$3.01M Buy
28,258
+9,880
+54% +$1.08M 0.55% 44
2017
Q1 		$2.08M Buy
18,378
+618
+3% +$68K 0.42% 58
2016
Q4 		$1.85M Sell
17,760
-586
-3% -$57.1K 0.38% 68
2016
Q3 		$1.71M Buy
18,346
+871
+5% +$83.4K 0.33% 68
2016
Q2 		$1.71M Sell
17,475
-3,521
-17% -$352K 0.34% 60
2016
Q1 		$2.08M Buy
20,996
+542
+3% +$52.3K 0.48% 46
2015
Q4 		$2.15M Buy
20,454
+2,412
+13% +$269K 0.44% 54
2015
Q3 		$1.84M Buy
18,042
+2,506
+16% +$273K 0.44% 46
2015
Q2 		$1.78M Buy
15,536
+2,983
+24% +$328K 0.44% 48
2015
Q1 		$1.32M Buy
12,553
+1,322
+12% +$133K 0.32% 78
2014
Q4 		$7.59K Sell
11,231
-1,813
-14% -$163K 0.16% 144
2014
Q3 		$745K Sell
13,044
-3,062
-19% -$270K 0.19% 141
2014
Q2 		$709K Buy
16,106
+8,363
+108% +$683K 0.17% 135
2014
Q1 		$620K Buy
7,743
+3,557
+85% +$276K 0.19% 130
2013
Q4 		$320K Buy
4,186
+1,053
+34% +$72.9K 0.1% 228
2013
Q3 		$202K Buy
3,133
+86
+3% +$5.51K 0.07% 331
2013
Q2 		$192K Buy
+3,047
New +$192K 0.07% 336

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

B. Riley Wealth Advisors's DIS Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Walt Disney (DIS) stake by 3.9% in Q2 2026, selling an estimated $57.7K and leaving 13,910 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #236.

B. Riley Wealth Advisors first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $20M in Q2 2021. 1,027 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • B. Riley Wealth Advisors held 13,910 shares of Walt Disney worth $1.37M as of Q2 2026.
  • B. Riley Wealth Advisors sold 566 Walt Disney shares in Q2 2026, an estimated $57.7K.
  • Walt Disney made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #236 holding.
  • B. Riley Wealth Advisors first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Walt Disney position peaked at $20M in Q2 2021.
  • 1,027 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.