FAG
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Fortitude Advisory Group’s Walt Disney DIS Stock Holding History

Fortitude Advisory Group’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 		$267K Buy
2,775
+213
+8% +$21.7K 0.1% 174
2026
Q1 		$247K Buy
2,562
+73
+3% +$7.71K 0.11% 176
2025
Q4 		$283K Hold
2,489
– – 0.12% 147
2025
Q3 		$285K Sell
2,489
-65
-3% -$7.66K 0.15% 146
2025
Q2 		$317K Sell
2,554
-112
-4% -$11.6K 0.18% 124
2025
Q1 		$221K Sell
2,666
-446
-14% -$47.9K 0.16% 158
2024
Q4 		$347K Sell
3,112
-347
-10% -$36.5K 0.21% 107
2024
Q3 		$333K Sell
3,459
-169
-5% -$15.5K 0.21% 116
2024
Q2 		$360K Sell
3,628
-929
-20% -$100K 0.22% 100
2024
Q1 		$558K Buy
4,557
+331
+8% +$34.6K 0.32% 69
2023
Q4 		$382K Sell
4,226
-1,408
-25% -$124K 0.23% 98
2023
Q3 		$457K Sell
5,634
-228
-4% -$19.5K 0.31% 70
2023
Q2 		$523K Sell
5,862
-1,665
-22% -$158K 0.38% 58
2023
Q1 		$754K Sell
7,527
-93
-1% -$9.38K 0.58% 40
2022
Q4 		$662K Buy
7,620
+1,230
+19% +$118K 0.56% 42
2022
Q3 		$603K Buy
6,390
+9
+0.1% +$963 0.57% 44
2022
Q2 		$602K Sell
6,381
-1,454
-19% -$161K 0.55% 46
2022
Q1 		$1.07M Sell
7,835
-72
-0.9% -$10.4K 0.57% 23
2021
Q4 		$1.23M Buy
+7,907
New +$1.28M 0.62% 22

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Fortitude Advisory Group's DIS Position: Q2 2026 in Review

Fortitude Advisory Group increased its Walt Disney (DIS) stake by 8.3% in Q2 2026, buying an estimated $21.7K and bringing the position to 2,775 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #174.

Fortitude Advisory Group first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.23M in Q4 2021. 1,216 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Fortitude Advisory Group held 2,775 shares of Walt Disney worth $267K as of Q2 2026.
  • Fortitude Advisory Group bought 213 Walt Disney shares in Q2 2026, an estimated $21.7K.
  • Walt Disney made up 0.1% of Fortitude Advisory Group's portfolio in Q2 2026, its #174 holding.
  • Fortitude Advisory Group first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's Walt Disney position peaked at $1.23M in Q4 2021.
  • 1,216 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.