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Excelsior Advisor Network’s Walt Disney DIS Stock Holding History

Excelsior Advisor Network’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 		$1.19M Buy
+12,354
New +$1.26M 0.16% 142
2026
Q1 		– Sell
-1,847
Closed -$210K – 228
2025
Q4 		$210K Buy
+1,847
New +$203K 0.1% 157

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

Excelsior Advisor Network's DIS Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in Walt Disney (DIS) in Q2 2026: 12,354 shares worth $1.19M. The stake represents 0.16% of the portfolio and ranks #142 among its holdings. This is a return to the name: Excelsior Advisor Network previously reported a position in DIS as recently as Q4 2025.

Excelsior Advisor Network first reported a position in DIS in Q4 2025 and has held it in 2 quarters since. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Excelsior Advisor Network held 12,354 shares of Walt Disney worth $1.19M as of Q2 2026.
  • Walt Disney was a new Excelsior Advisor Network position in Q2 2026.
  • Walt Disney made up 0.16% of Excelsior Advisor Network's portfolio in Q2 2026, its #142 holding.
  • Excelsior Advisor Network first reported a position in Walt Disney in Q4 2025 and has held it in 2 quarters since.
  • 2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.