CIAS
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CBIZ Investment Advisory Services’s Walt Disney DIS Stock Holding History

CBIZ Investment Advisory Services’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 		$77.1K Hold
800
– – ﹤0.01% 71
2026
Q1 		$77.1K Sell
800
-308
-28% -$32.6K ﹤0.01% 71
2025
Q4 		$127K Sell
1,108
-35
-3% -$3.85K ﹤0.01% 75
2025
Q3 		$131K Sell
1,143
-135
-11% -$15.9K 0.01% 65
2025
Q2 		$158K Buy
1,278
+220
+21% +$22.9K 0.01% 55
2025
Q1 		$104K Buy
1,058
+140
+15% +$15K 0.01% 74
2024
Q4 		$103K Buy
918
+24
+3% +$2.52K 0.01% 72
2024
Q3 		$86.1K Buy
894
+92
+11% +$8.46K ﹤0.01% 75
2024
Q2 		$79.6K Hold
802
– – ﹤0.01% 75
2024
Q1 		$98.1K Buy
+802
New +$83.8K 0.01% 73
2021
Q3 		– Hold
0
– – – 50
2021
Q2 		– Hold
0
– – – 50
2021
Q1 		– Hold
0
– – – 42
2020
Q4 		– Hold
0
– – – 41
2020
Q3 		– Hold
0
– – – 49
2020
Q2 		– Hold
0
– – – 56
2020
Q1 		– Hold
0
– – – 62
2019
Q4 		– Hold
0
– – – 60

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

CBIZ Investment Advisory Services's DIS Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Walt Disney (DIS) position steady in Q2 2026 at 800 shares worth $77.1K. The position accounts for ﹤0.01% of the portfolio, ranked #71.

CBIZ Investment Advisory Services first reported a position in DIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $158K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • CBIZ Investment Advisory Services held 800 shares of Walt Disney worth $77.1K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #71 holding.
  • CBIZ Investment Advisory Services first reported a position in Walt Disney in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Walt Disney position peaked at $158K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.