Crewe Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $251K | Sell |
2,611
-445
| -15% | -$45.4K | 0.02% | 207 |
|
|
2026
Q1 | $295K | Sell |
3,056
-54
| -2% | -$5.71K | 0.03% | 173 |
|
|
2025
Q4 | $354K | Buy |
3,110
+20
| +0.6% | +$2.2K | 0.03% | 155 |
|
|
2025
Q3 | $354K | Sell |
3,090
-206
| -6% | -$24.3K | 0.03% | 149 |
|
|
2025
Q2 | $409K | Buy |
3,296
+27
| +0.8% | +$2.81K | 0.06% | 107 |
|
|
2025
Q1 | $323K | Sell |
3,269
-249
| -7% | -$26.8K | 0.05% | 108 |
|
|
2024
Q4 | $392K | Sell |
3,518
-100
| -3% | -$10.5K | 0.05% | 96 |
|
|
2024
Q3 | $348K | Sell |
3,618
-136
| -4% | -$12.5K | 0.04% | 108 |
|
|
2024
Q2 | $373K | Sell |
3,754
-55
| -1% | -$5.92K | 0.04% | 127 |
|
|
2024
Q1 | $466K | Buy |
+3,809
| New | +$398K | 0.05% | 105 |
|
|
2023
Q3 | – | Sell |
-4,723
| Closed | -$422K | – | 671 |
|
|
2023
Q2 | $422K | Sell |
4,723
-872
| -16% | -$82.6K | 0.06% | 85 |
|
|
2023
Q1 | $560K | Buy |
5,595
+305
| +6% | +$30.8K | 0.08% | 77 |
|
|
2022
Q4 | $460K | Sell |
5,290
-1,845
| -26% | -$176K | 0.07% | 82 |
|
|
2022
Q3 | $673K | Buy |
7,135
+310
| +5% | +$33.2K | 0.12% | 59 |
|
|
2022
Q2 | $644K | Buy |
6,825
+2,896
| +74% | +$321K | 0.14% | 47 |
|
|
2022
Q1 | $539K | Buy |
3,929
+879
| +29% | +$127K | 0.11% | 50 |
|
|
2021
Q4 | $472K | Buy |
3,050
+850
| +39% | +$137K | 0.1% | 48 |
|
|
2021
Q3 | $372K | Buy |
2,200
+40
| +2% | +$7.13K | 0.09% | 43 |
|
|
2021
Q2 | $380K | Buy |
2,160
+317
| +17% | +$57K | 0.09% | 41 |
|
|
2021
Q1 | $340K | Buy |
1,843
+5
| +0.3% | +$922 | 0.08% | 42 |
|
|
2020
Q4 | $333K | Buy |
1,838
+37
| +2% | +$5.31K | 0.13% | 41 |
|
|
2020
Q3 | $223K | Buy |
1,801
+1,502
| +502% | +$188K | 0.1% | 44 |
|
|
2020
Q2 | $33K | Buy |
299
+55
| +23% | +$6.07K | 0.02% | 120 |
|
|
2020
Q1 | $24K | Sell |
244
-541
| -69% | -$68.4K | 0.01% | 117 |
|
|
2019
Q4 | $114K | Sell |
785
-930
| -54% | -$130K | 0.05% | 75 |
|
|
2019
Q3 | $223K | Sell |
1,715
-1,983
| -54% | -$274K | 0.1% | 52 |
|
|
2019
Q2 | $516K | Buy |
3,698
+2,713
| +275% | +$360K | 0.17% | 34 |
|
|
2019
Q1 | $109K | Buy |
985
+705
| +252% | +$78.8K | 0.03% | 87 |
|
|
2018
Q4 | $31K | Buy |
280
+100
| +56% | +$11.4K | 0.01% | 138 |
|
|
2018
Q3 | $21K | Sell |
180
-147
| -45% | -$16.4K | 0.02% | 170 |
|
|
2018
Q2 | $34K | Buy |
327
+45
| +16% | +$4.6K | 0.03% | 147 |
|
|
2018
Q1 | $28K | Hold |
282
| – | – | 0.03% | 160 |
|
|
2017
Q4 | $30K | Buy |
+282
| New | +$29.1K | 0.03% | 160 |
|
Other funds holding DIS
LT
Crewe Advisors's DIS Position: Q2 2026 in Review
Crewe Advisors reduced its Walt Disney (DIS) stake by 15% in Q2 2026, selling an estimated $45.4K and leaving 2,611 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #207.
Crewe Advisors first reported a position in DIS in Q4 2017 and has held it in 33 quarters since. The position peaked at $673K in Q3 2022. 1,758 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Crewe Advisors held 2,611 shares of Walt Disney worth $251K as of Q2 2026.
- Crewe Advisors sold 445 Walt Disney shares in Q2 2026, an estimated $45.4K.
- Walt Disney made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #207 holding.
- Crewe Advisors first reported a position in Walt Disney in Q4 2017 and has held it in 33 quarters since.
- Crewe Advisors's Walt Disney position peaked at $673K in Q3 2022.
- 1,758 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.