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
2015
Q1 		– Sell
-1,000
Closed -$9 – 899
2014
Q4 		$9 Buy
+1,000
New +$90.2K ﹤0.01% 2918

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. 1,028 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.
  • 1,028 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.