FWA
DIS icon

FORM Wealth Advisors’s Walt Disney DIS Stock Holding History

FORM Wealth 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 		$645K Sell
6,703
-299
-4% -$30.5K 0.07% 33
2026
Q1 		$675K Sell
7,002
-1
-0% -$106 0.08% 31
2025
Q4 		$797K Buy
+7,003
New +$771K 0.09% 30
2025
Q2 		$263K Sell
2,117
-120
-5% -$12.5K 0.03% 52
2025
Q1 		$221K Buy
+2,237
New +$240K 0.03% 56

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

FORM Wealth Advisors's DIS Position: Q2 2026 in Review

FORM Wealth Advisors reduced its Walt Disney (DIS) stake by 4.3% in Q2 2026, selling an estimated $30.5K and leaving 6,703 shares worth $645K. The position accounts for 0.07% of the portfolio, ranked #33.

FORM Wealth Advisors first reported a position in DIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $797K in Q4 2025. 746 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • FORM Wealth Advisors held 6,703 shares of Walt Disney worth $645K as of Q2 2026.
  • FORM Wealth Advisors sold 299 Walt Disney shares in Q2 2026, an estimated $30.5K.
  • Walt Disney made up 0.07% of FORM Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • FORM Wealth Advisors first reported a position in Walt Disney in Q1 2025 and has held it in 5 quarters since.
  • FORM Wealth Advisors's Walt Disney position peaked at $797K in Q4 2025.
  • 746 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.