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Fortis Group Advisors’s Walt Disney DIS Stock Holding History

Fortis Group 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 		$35.7K Hold
371
– – 0.01% 316
2026
Q1 		$35.8K Sell
371
-1,786
-83% -$189K 0.01% 319
2025
Q4 		$244K Buy
2,157
+5
+0.2% +$551 0.04% 258
2025
Q3 		$243K Sell
2,152
-301
-12% -$35.5K 0.04% 211
2025
Q2 		$294K Sell
2,453
-23
-0.9% -$2.39K 0.05% 187
2025
Q1 		$244K Sell
2,476
-239
-9% -$25.7K 0.05% 175
2024
Q4 		$302K Buy
2,715
+82
+3% +$8.61K 0.06% 162
2024
Q3 		$253K Sell
2,633
-29
-1% -$2.67K 0.05% 166
2024
Q2 		$264K Sell
2,662
-98
-4% -$10.6K 0.05% 161
2024
Q1 		$338K Buy
2,760
+2,012
+269% +$210K 0.06% 154
2023
Q4 		$67.5K Buy
748
+374
+100% +$33K 0.02% 158
2023
Q3 		$30.3K Buy
+374
New +$31.9K 0.01% 159
2020
Q3 		$516K Buy
+4,166
New +$521K 0.1% 101

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 Group Advisors's DIS Position: Q2 2026 in Review

Fortis Group Advisors held its Walt Disney (DIS) position steady in Q2 2026 at 371 shares worth $35.7K. The position accounts for 0.01% of the portfolio, ranked #316.

Fortis Group Advisors first reported a position in DIS in Q3 2020 and has held it in 13 quarters since. The position peaked at $516K in Q3 2020. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Fortis Group Advisors held 371 shares of Walt Disney worth $35.7K as of Q2 2026.
  • Fortis Group Advisors left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #316 holding.
  • Fortis Group Advisors first reported a position in Walt Disney in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Walt Disney position peaked at $516K in Q3 2020.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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