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Dynamic Advisor Solutions’s Walt Disney DIS Stock Holding History

Dynamic Advisor Solutions’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 		$3.36M Buy
34,870
+202
+0.6% +$20.6K 0.1% 227
2026
Q1 		$3.34M Sell
34,668
-62
-0.2% -$6.55K 0.11% 210
2025
Q4 		$3.95M Sell
34,730
-4,268
-11% -$470K 0.13% 179
2025
Q3 		$4.47M Sell
38,998
-22
-0.1% -$2.59K 0.13% 177
2025
Q2 		$4.84M Sell
39,020
-814
-2% -$84.6K 0.15% 165
2025
Q1 		$3.93M Sell
39,834
-1,729
-4% -$186K 0.13% 183
2024
Q4 		$4.63M Sell
41,563
-3,046
-7% -$320K 0.2% 121
2024
Q3 		$4.29M Sell
44,609
-2,817
-6% -$259K 0.13% 187
2024
Q2 		$4.71M Sell
47,426
-1,943
-4% -$209K 0.15% 172
2024
Q1 		$6.04M Sell
49,369
-15,444
-24% -$1.61M 0.2% 131
2023
Q4 		$5.89M Sell
64,813
-8,962
-12% -$790K 0.22% 124
2023
Q3 		$5.98M Buy
73,775
+4,863
+7% +$415K 0.28% 95
2023
Q2 		$6.15M Buy
68,912
+13,933
+25% +$1.32M 0.32% 82
2023
Q1 		$5.51M Buy
54,979
+11,342
+26% +$1.14M 0.32% 83
2022
Q4 		$3.79M Buy
43,637
+598
+1% +$57.2K 0.26% 98
2022
Q3 		$4.06M Buy
43,039
+1,256
+3% +$134K 0.31% 77
2022
Q2 		$3.94M Sell
41,783
-1,252
-3% -$139K 0.3% 78
2022
Q1 		$5.9M Buy
43,035
+635
+1% +$91.8K 0.41% 51
2021
Q4 		$6.57M Buy
42,400
+2,226
+6% +$360K 0.47% 42
2021
Q3 		$6.8M Buy
40,174
+8,176
+26% +$1.46M 0.51% 37
2021
Q2 		$5.62M Buy
31,998
+1,509
+5% +$271K 0.45% 48
2021
Q1 		$5.63M Sell
30,489
-6,599
-18% -$1.22M 0.52% 43
2020
Q4 		$6.72M Sell
37,088
-1,163
-3% -$167K 0.63% 31
2020
Q3 		$4.75M Buy
38,251
+3,459
+10% +$432K 0.54% 32
2020
Q2 		$3.88M Buy
34,792
+1,089
+3% +$120K 0.52% 39
2020
Q1 		$3.26M Sell
33,703
-3,758
-10% -$475K 0.59% 30
2019
Q4 		$5.42M Buy
37,461
+3,690
+11% +$515K 0.74% 26
2019
Q3 		$4.4M Buy
33,771
+6,353
+23% +$878K 0.68% 29
2019
Q2 		$3.83M Buy
27,418
+3,239
+13% +$430K 0.62% 38
2019
Q1 		$2.69M Sell
24,179
-3,242
-12% -$362K 0.51% 53
2018
Q4 		$3.05M Sell
27,421
-1,124
-4% -$128K 0.65% 36
2018
Q3 		$3.34M Buy
28,545
+991
+4% +$110K 0.69% 37
2018
Q2 		$2.89M Buy
27,554
+1,585
+6% +$162K 0.65% 36
2018
Q1 		$2.61M Buy
25,969
+4,508
+21% +$479K 0.67% 36
2017
Q4 		$2.31M Buy
21,461
+1,395
+7% +$144K 0.76% 36
2017
Q3 		$1.98M Buy
20,066
+675
+3% +$69.4K 0.78% 35
2017
Q2 		$2.06M Buy
19,391
+1,192
+7% +$131K 0.8% 30
2017
Q1 		$2.06M Sell
18,199
-872
-5% -$96K 0.8% 32
2016
Q4 		$1.99M Buy
19,071
+7,450
+64% +$726K 0.79% 37
2016
Q3 		$1.08M Buy
11,621
+120
+1% +$11.5K 0.41% 72
2016
Q2 		$1.13M Buy
11,501
+6,484
+129% +$648K 0.46% 65
2016
Q1 		$498K Buy
5,017
+868
+21% +$83.8K 0.21% 118
2015
Q4 		$436K Buy
+4,149
New +$462K 0.18% 137
2014
Q3 		– Sell
-4,260
Closed -$365K – 200
2014
Q2 		$365K Sell
4,260
-976
-19% -$79.7K 0.22% 135
2014
Q1 		$419K Buy
+5,236
New +$406K 0.29% 124

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Dynamic Advisor Solutions's DIS Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Walt Disney (DIS) stake by 0.58% in Q2 2026, buying an estimated $20.6K and bringing the position to 34,870 shares worth $3.36M. The position accounts for 0.1% of the portfolio, ranked #227.

Dynamic Advisor Solutions first reported a position in DIS in Q1 2014 and has held it in 45 quarters since. The position peaked at $6.8M in Q3 2021. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Dynamic Advisor Solutions held 34,870 shares of Walt Disney worth $3.36M as of Q2 2026.
  • Dynamic Advisor Solutions bought 202 Walt Disney shares in Q2 2026, an estimated $20.6K.
  • Walt Disney made up 0.1% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #227 holding.
  • Dynamic Advisor Solutions first reported a position in Walt Disney in Q1 2014 and has held it in 45 quarters since.
  • Dynamic Advisor Solutions's Walt Disney position peaked at $6.8M in Q3 2021.
  • 525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.