Gladstone Institutional Advisory’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.93M | Sell |
30,411
-722
| -2% | -$73.6K | 0.09% | 226 |
|
|
2026
Q1 | $3M | Buy |
31,133
+673
| +2% | +$71.1K | 0.11% | 195 |
|
|
2025
Q4 | $3.47M | Buy |
30,460
+2,898
| +11% | +$319K | 0.13% | 169 |
|
|
2025
Q3 | $3.16M | Sell |
27,562
-390
| -1% | -$45.9K | 0.12% | 179 |
|
|
2025
Q2 | $3.47M | Buy |
27,952
+1,113
| +4% | +$116K | 0.14% | 161 |
|
|
2025
Q1 | $2.65M | Buy |
26,839
+839
| +3% | +$90.2K | 0.12% | 185 |
|
|
2024
Q4 | $2.9M | Sell |
26,000
-3,714
| -12% | -$390K | 0.13% | 171 |
|
|
2024
Q3 | $2.86M | Buy |
29,714
+293
| +1% | +$27K | 0.14% | 175 |
|
|
2024
Q2 | $2.92M | Buy |
29,421
+1,607
| +6% | +$173K | 0.15% | 169 |
|
|
2024
Q1 | $3.4M | Sell |
27,814
-3,084
| -10% | -$322K | 0.19% | 146 |
|
|
2023
Q4 | $2.79M | Sell |
30,898
-438
| -1% | -$38.6K | 0.16% | 165 |
|
|
2023
Q3 | $2.54M | Buy |
31,336
+2,200
| +8% | +$188K | 0.16% | 158 |
|
|
2023
Q2 | $2.6M | Sell |
29,136
-435
| -1% | -$41.2K | 0.16% | 164 |
|
|
2023
Q1 | $2.96M | Sell |
29,571
-748
| -2% | -$75.4K | 0.19% | 151 |
|
|
2022
Q4 | $2.63M | Sell |
30,319
-4,770
| -14% | -$456K | 0.19% | 159 |
|
|
2022
Q3 | $3.31M | Sell |
35,089
-11,202
| -24% | -$1.2M | 0.26% | 99 |
|
|
2022
Q2 | $4.37M | Buy |
46,291
+10,595
| +30% | +$1.18M | 0.35% | 69 |
|
|
2022
Q1 | $4.9M | Sell |
35,696
-1,751
| -5% | -$253K | 0.33% | 78 |
|
|
2021
Q4 | $5.8M | Buy |
37,447
+5,557
| +17% | +$897K | 0.45% | 58 |
|
|
2021
Q3 | $5.39M | Buy |
31,890
+11,224
| +54% | +$2M | 0.53% | 42 |
|
|
2021
Q2 | $3.63M | Sell |
20,666
-1,905
| -8% | -$343K | 0.43% | 61 |
|
|
2021
Q1 | $4.17M | Buy |
22,571
+10,673
| +90% | +$1.97M | 0.65% | 38 |
|
|
2020
Q4 | $2.16M | Sell |
11,898
-20
| -0.2% | -$2.87K | 0.43% | 55 |
|
|
2020
Q3 | $1.48M | Sell |
11,918
-431
| -3% | -$53.9K | 0.35% | 62 |
|
|
2020
Q2 | $1.38M | Sell |
12,349
-76
| -0.6% | -$8.39K | 0.35% | 68 |
|
|
2020
Q1 | $1.2M | Buy |
12,425
+3,959
| +47% | +$501K | 0.31% | 70 |
|
|
2019
Q4 | $1.22M | Buy |
8,466
+590
| +7% | +$82.3K | 0.3% | 71 |
|
|
2019
Q3 | $1.03M | Buy |
7,876
+2,474
| +46% | +$342K | 0.26% | 77 |
|
|
2019
Q2 | $754K | Buy |
5,402
+2,828
| +110% | +$375K | 0.23% | 97 |
|
|
2019
Q1 | $286K | Sell |
2,574
-1,382
| -35% | -$154K | 0.11% | 158 |
|
|
2018
Q4 | $434K | Buy |
+3,956
| New | +$450K | 0.25% | 92 |
|
Other funds holding DIS
Gladstone Institutional Advisory's DIS Position: Q2 2026 in Review
Gladstone Institutional Advisory reduced its Walt Disney (DIS) stake by 2.3% in Q2 2026, selling an estimated $73.6K and leaving 30,411 shares worth $2.93M. The position accounts for 0.09% of the portfolio, ranked #226.
Gladstone Institutional Advisory first reported a position in DIS in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.8M in Q4 2021. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Gladstone Institutional Advisory held 30,411 shares of Walt Disney worth $2.93M as of Q2 2026.
- Gladstone Institutional Advisory sold 722 Walt Disney shares in Q2 2026, an estimated $73.6K.
- Walt Disney made up 0.09% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #226 holding.
- Gladstone Institutional Advisory first reported a position in Walt Disney in Q4 2018 and has held it in 31 quarters since.
- Gladstone Institutional Advisory's Walt Disney position peaked at $5.8M in Q4 2021.
- 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.