Client 1st Advisory Group’s Walt Disney DIS Stock Holding History

Client 1st Advisory Group’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	$423K	Buy	4,393 +288	+7%	+$29.4K	0.11%	89
2026 Q1	$396K	Buy	4,105 +167	+4%	+$17.6K	0.12%	86
2025 Q4	$448K	Buy	3,938 +54	+1%	+$5.95K	0.14%	77
2025 Q3	$445K	Buy	3,884 +1,037	+36%	+$122K	0.15%	74
2025 Q2	$353K	Buy	2,847 +39	+1%	+$4.05K	0.13%	86
2025 Q1	$277K	Hold	2,808	–	–	0.11%	98
2024 Q4	$313K	Sell	2,808 -15	-0.5%	-$1.58K	0.12%	92
2024 Q3	$272K	Buy	2,823 +723	+34%	+$66.5K	0.11%	102
2024 Q2	$209K	Buy	2,100 +372	+22%	+$40K	0.09%	112
2024 Q1	$211K	Buy	+1,728	New	+$180K	0.1%	107

Other funds holding DIS

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Client 1st Advisory Group's DIS Position: Q2 2026 in Review

Client 1st Advisory Group increased its Walt Disney (DIS) stake by 7% in Q2 2026, buying an estimated $29.4K and bringing the position to 4,393 shares worth $423K. The position accounts for 0.11% of the portfolio, ranked #89.

Client 1st Advisory Group first reported a position in DIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $448K in Q4 2025. 652 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Client 1st Advisory Group held 4,393 shares of Walt Disney worth $423K as of Q2 2026.
Client 1st Advisory Group bought 288 Walt Disney shares in Q2 2026, an estimated $29.4K.
Walt Disney made up 0.11% of Client 1st Advisory Group's portfolio in Q2 2026, its #89 holding.
Client 1st Advisory Group first reported a position in Walt Disney in Q1 2024 and has held it in 10 quarters since.
Client 1st Advisory Group's Walt Disney position peaked at $448K in Q4 2025.
652 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.