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Fiduciary Advisors Inc’s Walt Disney DIS Stock Holding History

Fiduciary Advisors Inc’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 		$289 Sell
3
-36
-92% -$3.67K ﹤0.01% 146
2026
Q1 		$3.74K Hold
39
– – ﹤0.01% 101
2025
Q4 		$4.39K Hold
39
– – ﹤0.01% 105
2025
Q3 		$4.42K Buy
39
+4
+11% +$471 ﹤0.01% 85
2025
Q2 		$4.4K Hold
35
– – ﹤0.01% 83
2025
Q1 		$3.5K Hold
35
– – ﹤0.01% 84
2024
Q4 		$3.93K Buy
+35
New +$3.68K ﹤0.01% 87

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 $3.38T AUM 44.17% 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

Fiduciary Advisors Inc's DIS Position: Q2 2026 in Review

Fiduciary Advisors Inc reduced its Walt Disney (DIS) stake by 92% in Q2 2026, selling an estimated $3.67K and leaving 3 shares worth $289. The position accounts for ﹤0.01% of the portfolio, ranked #146.

Fiduciary Advisors Inc first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.42K in Q3 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Fiduciary Advisors Inc held 3 shares of Walt Disney worth $289 as of Q2 2026.
  • Fiduciary Advisors Inc sold 36 Walt Disney shares in Q2 2026, an estimated $3.67K.
  • Walt Disney made up ﹤0.01% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #146 holding.
  • Fiduciary Advisors Inc first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Fiduciary Advisors Inc's Walt Disney position peaked at $4.42K in Q3 2025.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.