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Fortis Capital Advisors’s Walt Disney DIS Stock Holding History

Fortis Capital 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 		$335K Sell
3,477
-130
-4% -$13.3K 0.04% 306
2026
Q1 		$348K Buy
3,607
+728
+25% +$76.9K 0.05% 281
2025
Q4 		$328K Buy
2,879
+177
+7% +$19.5K 0.05% 240
2025
Q3 		$309K Sell
2,702
-9
-0.3% -$1.06K 0.05% 227
2025
Q2 		$336K Sell
2,711
-953
-26% -$99K 0.06% 195
2025
Q1 		$362K Buy
3,664
+1,402
+62% +$151K 0.07% 188
2024
Q4 		$204K Sell
2,262
-194
-8% -$20.4K 0.07% 172
2024
Q3 		$236K Sell
2,456
-23
-0.9% -$2.12K 0.08% 159
2024
Q2 		$246K Buy
+2,479
New +$267K 0.09% 144
2023
Q2 		– Sell
-450
Closed -$45.1K – 234
2023
Q1 		$45.1K Hold
450
– – 0.02% 299
2022
Q4 		$39.1K Buy
+450
New +$43K 0.02% 323

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

Fortis Capital Advisors's DIS Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Walt Disney (DIS) stake by 3.6% in Q2 2026, selling an estimated $13.3K and leaving 3,477 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #306.

Fortis Capital Advisors first reported a position in DIS in Q4 2022 and has held it in 11 quarters since. The position peaked at $362K in Q1 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Fortis Capital Advisors held 3,477 shares of Walt Disney worth $335K as of Q2 2026.
  • Fortis Capital Advisors sold 130 Walt Disney shares in Q2 2026, an estimated $13.3K.
  • Walt Disney made up 0.04% of Fortis Capital Advisors's portfolio in Q2 2026, its #306 holding.
  • Fortis Capital Advisors first reported a position in Walt Disney in Q4 2022 and has held it in 11 quarters since.
  • Fortis Capital Advisors's Walt Disney position peaked at $362K in Q1 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.