GA
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GoalVest Advisory’s Walt Disney DIS Stock Holding History

GoalVest Advisory’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 		$77.4K Buy
804
+33
+4% +$3.36K 0.01% 176
2026
Q1 		$74.3K Sell
771
-3,852
-83% -$407K 0.01% 190
2025
Q4 		$526K Buy
4,623
+4,116
+812% +$453K 0.1% 99
2025
Q3 		$58.1K Sell
507
-150
-23% -$17.7K 0.01% 206
2025
Q2 		$81.5K Sell
657
-5
-0.8% -$520 0.02% 181
2025
Q1 		$65.3K Buy
662
+5
+0.8% +$537 0.02% 168
2024
Q4 		$73.2K Buy
657
+150
+30% +$15.8K 0.02% 164
2024
Q3 		$48.8K Hold
507
– – 0.01% 195
2024
Q2 		$50.3K Sell
507
-190
-27% -$20.5K 0.02% 175
2024
Q1 		$85.3K Buy
697
+140
+25% +$14.6K 0.03% 157
2023
Q4 		$50.3K Buy
557
+410
+279% +$36.1K 0.02% 137
2023
Q3 		$11.9K Hold
147
– – 0.01% 261
2023
Q2 		$13.1K Sell
147
-50
-25% -$4.74K 0.01% 230
2023
Q1 		$19.7K Hold
197
– – 0.01% 160
2022
Q4 		$17.1K Buy
197
+50
+34% +$4.78K 0.01% 166
2022
Q3 		$14K Sell
147
-574
-80% -$61.4K 0.01% 174
2022
Q2 		$70K Sell
721
-6,404
-90% -$711K 0.04% 150
2022
Q1 		$977K Buy
+7,125
New +$1.03M 0.55% 49
2021
Q2 		$1.17M Buy
6,657
+3,418
+106% +$615K 0.73% 42
2021
Q1 		$598K Buy
+3,239
New +$597K 0.45% 75

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

GoalVest Advisory's DIS Position: Q2 2026 in Review

GoalVest Advisory increased its Walt Disney (DIS) stake by 4.3% in Q2 2026, buying an estimated $3.36K and bringing the position to 804 shares worth $77.4K. The position accounts for 0.01% of the portfolio, ranked #176.

GoalVest Advisory first reported a position in DIS in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.17M in Q2 2021. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • GoalVest Advisory held 804 shares of Walt Disney worth $77.4K as of Q2 2026.
  • GoalVest Advisory bought 33 Walt Disney shares in Q2 2026, an estimated $3.36K.
  • Walt Disney made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #176 holding.
  • GoalVest Advisory first reported a position in Walt Disney in Q1 2021 and has held it in 20 quarters since.
  • GoalVest Advisory's Walt Disney position peaked at $1.17M in Q2 2021.
  • 525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.