BZWA
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Blue Zone Wealth Advisors’s Walt Disney DIS Stock Holding History

Blue Zone 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 		– Sell
-3,099
Closed -$299K – 129
2026
Q1 		$299K Sell
3,099
-43,198
-93% -$4.57M 0.06% 103
2025
Q4 		$5.27M Sell
46,297
-43
-0.1% -$4.74K 1.01% 39
2025
Q3 		$5.31M Buy
46,340
+468
+1% +$55.1K 1.06% 42
2025
Q2 		$5.69M Buy
45,872
+702
+2% +$72.9K 1.42% 33
2025
Q1 		$4.46M Buy
45,170
+3,021
+7% +$325K 1.24% 40
2024
Q4 		$4.69M Buy
42,149
+1,101
+3% +$116K 1.35% 29
2024
Q3 		$3.95M Buy
41,048
+510
+1% +$46.9K 1.23% 40
2024
Q2 		$4.03M Sell
40,538
-833
-2% -$89.7K 1.39% 32
2024
Q1 		$5.06M Buy
41,371
+376
+0.9% +$39.3K 1.74% 24
2023
Q4 		$3.7M Buy
40,995
+1,048
+3% +$92.4K 1.48% 34
2023
Q3 		$3.24M Buy
39,947
+8,040
+25% +$687K 1.42% 34
2023
Q2 		$2.85M Buy
31,907
+462
+1% +$43.8K 1.31% 36
2023
Q1 		$3.15M Buy
31,445
+108
+0.3% +$10.9K 1.68% 23
2022
Q4 		$2.72M Buy
31,337
+803
+3% +$76.8K 1.45% 29
2022
Q3 		$2.88M Sell
30,534
-984
-3% -$105K 1.49% 23
2022
Q2 		$2.98M Sell
31,518
-589
-2% -$65.4K 1.35% 30
2022
Q1 		$4.4M Buy
32,107
+2,562
+9% +$370K 1.64% 20
2021
Q4 		$4.58M Buy
29,545
+1,521
+5% +$246K 1.51% 18
2021
Q3 		$4.74M Buy
28,024
+3,539
+14% +$631K 1.64% 15
2021
Q2 		$4.3M Buy
24,485
+831
+4% +$149K 1.62% 17
2021
Q1 		$4.37M Buy
23,654
+8,253
+54% +$1.52M 1.86% 13
2020
Q4 		$2.79M Buy
15,401
+429
+3% +$61.6K 1.35% 25
2020
Q3 		$1.86M Sell
14,972
-2,496
-14% -$312K 1.05% 26
2020
Q2 		$1.95M Buy
17,468
+15,201
+671% +$1.68M 1.09% 23
2020
Q1 		$219K Buy
2,267
+122
+6% +$15.4K 0.21% 43
2019
Q4 		$310K Buy
+2,145
New +$299K 0.2% 39

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
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
GGA
Granite Group Advisors Stamford, Connecticut $169M AUM 5.49% 1-Year Est. Return

Blue Zone Wealth Advisors's DIS Position: Q2 2026 in Review

Blue Zone Wealth Advisors sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 3,099 shares — an estimated $299K sold.

Blue Zone Wealth Advisors first reported a position in DIS in Q4 2019 and held it in 26 quarters. The position peaked at $5.69M in Q2 2025. 808 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Blue Zone Wealth Advisors reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 3,099 Walt Disney shares in Q2 2026, an estimated $299K.
  • Blue Zone Wealth Advisors first reported a position in Walt Disney in Q4 2019 and held it in 26 quarters.
  • Blue Zone Wealth Advisors's Walt Disney position peaked at $5.69M in Q2 2025.
  • 808 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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