Financial Engines Advisors
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Financial Engines Advisors’s Walt Disney DIS Stock Holding History

Financial Engines 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 		$603K Sell
6,267
-83
-1% -$8.46K ﹤0.01% 381
2026
Q1 		$612K Sell
6,350
-3,330
-34% -$352K ﹤0.01% 365
2025
Q4 		$1.1M Buy
9,680
+658
+7% +$72.5K ﹤0.01% 302
2025
Q3 		$1.03M Sell
9,022
-89
-1% -$10.5K ﹤0.01% 304
2025
Q2 		$1.13M Buy
9,111
+538
+6% +$55.9K ﹤0.01% 283
2025
Q1 		$847K Buy
8,573
+265
+3% +$28.5K ﹤0.01% 270
2024
Q4 		$925K Buy
+8,308
New +$873K ﹤0.01% 264
2024
Q3 		– Sell
-2,307
Closed -$229K – 385
2024
Q2 		$229K Buy
+2,307
New +$248K ﹤0.01% 337
2022
Q3 		– Sell
-2,613
Closed -$246K – 294
2022
Q2 		$246K Buy
2,613
+774
+42% +$85.9K ﹤0.01% 266
2022
Q1 		$252K Sell
1,839
-184
-9% -$26.6K ﹤0.01% 281
2021
Q4 		$313K Sell
2,023
-770
-28% -$124K ﹤0.01% 209
2021
Q3 		$472K Buy
2,793
+496
+22% +$88.4K ﹤0.01% 172
2021
Q2 		$404K Sell
2,297
-380
-14% -$68.3K ﹤0.01% 155
2021
Q1 		$494K Buy
2,677
+196
+8% +$36.1K ﹤0.01% 161
2020
Q4 		$450K Sell
2,481
-562
-18% -$80.7K ﹤0.01% 173
2020
Q3 		$378K Buy
3,043
+855
+39% +$107K ﹤0.01% 171
2020
Q2 		$244K Buy
+2,188
New +$242K ﹤0.01% 173
2018
Q4 		– Sell
-18
Closed -$2K – 122
2018
Q3 		$2K Sell
18
-55
-75% -$6.12K ﹤0.01% 142
2018
Q2 		$8K Buy
73
+52
+248% +$5.32K ﹤0.01% 95
2018
Q1 		$2K Sell
21
-94
-82% -$9.99K ﹤0.01% 118
2017
Q4 		$12K Buy
+115
New +$11.8K ﹤0.01% 103
2017
Q2 		– Sell
-35
Closed -$4K – 87
2017
Q1 		$4K Sell
35
-65
-65% -$7.16K ﹤0.01% 68
2016
Q4 		$10K Buy
+100
New +$9.75K ﹤0.01% 65

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

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

Financial Engines Advisors reduced its Walt Disney (DIS) stake by 1.3% in Q2 2026, selling an estimated $8.46K and leaving 6,267 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Financial Engines Advisors first reported a position in DIS in Q4 2016 and has held it in 23 quarters since. The position peaked at $1.13M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Financial Engines Advisors held 6,267 shares of Walt Disney worth $603K as of Q2 2026.
  • Financial Engines Advisors sold 83 Walt Disney shares in Q2 2026, an estimated $8.46K.
  • Walt Disney made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #381 holding.
  • Financial Engines Advisors first reported a position in Walt Disney in Q4 2016 and has held it in 23 quarters since.
  • Financial Engines Advisors's Walt Disney position peaked at $1.13M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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