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Fi3 Financial Advisors’s Walt Disney DIS Stock Holding History

Fi3 Financial Advisors’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 		$1.43M Buy
12,583
+9,051
+256% +$923K 0.34% 31
2026
Q1 		$340K Buy
3,532
+862
+32% +$91.1K 0.1% 121
2025
Q4 		$306K Buy
2,670
+618
+30% +$68.1K 0.09% 126
2025
Q3 		$235K Sell
2,052
-548
-21% -$64.5K 0.08% 132
2025
Q2 		$324K Buy
2,600
+533
+26% +$55.4K 0.12% 91
2025
Q1 		$204K Buy
2,067
+51
+3% +$5.48K 0.08% 128
2024
Q4 		$226K Buy
+2,016
New +$212K 0.08% 105
2022
Q2 		– Sell
-1,783
Closed -$245K – 52
2022
Q1 		$245K Buy
1,783
+188
+12% +$27.2K 0.19% 40
2021
Q4 		$247K Buy
1,595
+201
+14% +$32.5K 0.16% 41
2021
Q3 		$236K Buy
1,394
+56
+4% +$9.98K 0.16% 41
2021
Q2 		$231K Sell
1,338
-166
-11% -$29.9K 0.16% 41
2021
Q1 		$278K Buy
+1,504
New +$277K 0.24% 36

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

Fi3 Financial Advisors's DIS Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Walt Disney (DIS) stake by 256% in Q2 2026, buying an estimated $923K and bringing the position to 12,583 shares worth $1.43M. The position accounts for 0.34% of the portfolio, ranked #31.

Fi3 Financial Advisors first reported a position in DIS in Q1 2021 and has held it in 12 quarters since. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Fi3 Financial Advisors held 12,583 shares of Walt Disney worth $1.43M as of Q2 2026.
  • Fi3 Financial Advisors bought 9,051 Walt Disney shares in Q2 2026, an estimated $923K.
  • Walt Disney made up 0.34% of Fi3 Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • Fi3 Financial Advisors first reported a position in Walt Disney in Q1 2021 and has held it in 12 quarters since.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.