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Foundations Investment Advisors’s Walt Disney DIS Stock Holding History

Foundations Investment 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 		$1.79M Sell
18,596
-1,644
-8% -$168K 0.02% 430
2026
Q1 		$1.95M Sell
20,240
-1,492
-7% -$158K 0.02% 380
2025
Q4 		$2.47M Buy
21,732
+2,184
+11% +$241K 0.03% 318
2025
Q3 		$2.24M Sell
19,548
-1,225
-6% -$144K 0.03% 305
2025
Q2 		$2.58M Sell
20,773
-3,956
-16% -$411K 0.04% 277
2025
Q1 		$2.44M Sell
24,729
-1,136
-4% -$122K 0.05% 268
2024
Q4 		$2.88M Buy
25,865
+1,442
+6% +$151K 0.06% 237
2024
Q3 		$2.35M Sell
24,423
-543
-2% -$50K 0.05% 249
2024
Q2 		$2.48M Buy
24,966
+1,844
+8% +$199K 0.06% 216
2024
Q1 		$2.83M Buy
23,122
+849
+4% +$88.7K 0.07% 203
2023
Q4 		$2.16M Sell
22,273
-17,295
-44% -$1.52M 0.06% 217
2023
Q3 		$3.21M Buy
39,568
+6,123
+18% +$523K 0.1% 161
2023
Q2 		$2.99M Buy
33,445
+13,004
+64% +$1.23M 0.1% 150
2023
Q1 		$2.05M Buy
20,441
+1,095
+6% +$110K 0.07% 161
2022
Q4 		$1.68M Sell
19,346
-3,405
-15% -$326K 0.07% 157
2022
Q3 		$2.15M Buy
22,751
+2,921
+15% +$313K 0.09% 94
2022
Q2 		$1.91M Buy
19,830
+10,410
+111% +$1.16M 0.08% 100
2022
Q1 		$1.23M Buy
9,420
+401
+4% +$58K 0.05% 113
2021
Q4 		$1.42M Buy
9,019
+1,412
+19% +$228K 0.05% 103
2021
Q3 		$1.33M Buy
7,607
+204
+3% +$36.4K 0.06% 94
2021
Q2 		$1.31M Buy
7,403
+247
+3% +$44.4K 0.06% 91
2021
Q1 		$1.34M Buy
7,156
+3,032
+74% +$559K 0.08% 77
2020
Q4 		$737K Sell
4,124
-442
-10% -$63.4K 0.05% 88
2020
Q3 		$560K Buy
4,566
+946
+26% +$118K 0.12% 97
2020
Q2 		$406K Buy
3,620
+1,494
+70% +$165K 0.04% 112
2020
Q1 		$202K Buy
2,126
+257
+14% +$32.5K 0.02% 109
2019
Q4 		$272K Buy
1,869
+47
+3% +$6.56K 0.03% 111
2019
Q3 		$234K Buy
+1,822
New +$252K 0.03% 118

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's DIS Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Walt Disney (DIS) stake by 8.1% in Q2 2026, selling an estimated $168K and leaving 18,596 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #430.

Foundations Investment Advisors first reported a position in DIS in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.21M in Q3 2023. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Foundations Investment Advisors held 18,596 shares of Walt Disney worth $1.79M as of Q2 2026.
  • Foundations Investment Advisors sold 1,644 Walt Disney shares in Q2 2026, an estimated $168K.
  • Walt Disney made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #430 holding.
  • Foundations Investment Advisors first reported a position in Walt Disney in Q3 2019 and has held it in 28 quarters since.
  • Foundations Investment Advisors's Walt Disney position peaked at $3.21M in Q3 2023.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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