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Bell Investment Advisors’s Walt Disney DIS Stock Holding History

Bell Investment 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 		$78.1K Buy
811
+55
+7% +$5.61K 0.01% 209
2026
Q1 		$72.9K Sell
756
-389
-34% -$41.1K 0.01% 203
2025
Q4 		$130K Buy
1,145
+815
+247% +$89.8K 0.02% 151
2025
Q3 		$37.7K Sell
330
-75
-19% -$8.83K 0.01% 282
2025
Q2 		$50.2K Buy
405
+40
+11% +$4.16K 0.01% 247
2025
Q1 		$36K Buy
365
+36
+11% +$3.87K 0.01% 271
2024
Q4 		$36.7K Sell
329
-45
-12% -$4.73K 0.01% 261
2024
Q3 		$36K Sell
374
-617
-62% -$56.8K 0.01% 277
2024
Q2 		$98.4K Sell
991
-1
-0.1% -$108 0.02% 139
2024
Q1 		$121K Buy
992
+63
+7% +$6.58K 0.02% 130
2023
Q4 		$83.9K Buy
929
+275
+42% +$24.2K 0.02% 150
2023
Q3 		$53K Buy
654
+353
+117% +$30.1K 0.01% 172
2023
Q2 		$26.9K Sell
301
-141
-32% -$13.4K 0.01% 251
2023
Q1 		$44.3K Buy
442
+127
+40% +$12.8K 0.01% 177
2022
Q4 		$27.4K Sell
315
-252
-44% -$24.1K 0.01% 246
2022
Q3 		$54K Buy
567
+263
+87% +$28.1K 0.02% 127
2022
Q2 		$29K Buy
+304
New +$33.7K 0.01% 202
2021
Q4 		$47K Sell
300
-37
-11% -$5.98K 0.01% 166
2021
Q3 		$57K Buy
+337
New +$60.1K 0.02% 127

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Bell Investment Advisors increased its Walt Disney (DIS) stake by 7.3% in Q2 2026, buying an estimated $5.61K and bringing the position to 811 shares worth $78.1K. The position accounts for 0.01% of the portfolio, ranked #209.

Bell Investment Advisors first reported a position in DIS in Q3 2021 and has held it in 19 quarters since. The position peaked at $130K in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Bell Investment Advisors held 811 shares of Walt Disney worth $78.1K as of Q2 2026.
  • Bell Investment Advisors bought 55 Walt Disney shares in Q2 2026, an estimated $5.61K.
  • Walt Disney made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #209 holding.
  • Bell Investment Advisors first reported a position in Walt Disney in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Walt Disney position peaked at $130K in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.