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Gradient Capital Advisors’s Walt Disney DIS Stock Holding History

Gradient Capital 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 		$285K Hold
2,964
– – 0.07% 147
2026
Q1 		$286K Hold
2,964
– – 0.07% 142
2025
Q4 		$337K Sell
2,964
-76
-3% -$8.37K 0.09% 128
2025
Q3 		$348K Buy
3,040
+29
+1% +$3.42K 0.09% 121
2025
Q2 		$373K Sell
3,011
-38
-1% -$3.95K 0.11% 116
2025
Q1 		$301K Sell
3,049
-127
-4% -$13.6K 0.1% 125
2024
Q4 		$354K Sell
3,176
-213
-6% -$22.4K 0.11% 112
2024
Q3 		$326K Sell
3,389
-406
-11% -$37.4K 0.11% 119
2024
Q2 		$377K Buy
3,795
+6
+0.2% +$646 0.13% 107
2024
Q1 		$464K Sell
3,789
-186
-5% -$19.4K 0.17% 94
2023
Q4 		$359K Buy
3,975
+111
+3% +$9.79K 0.14% 108
2023
Q3 		$313K Sell
3,864
-196
-5% -$16.7K 0.13% 108
2023
Q2 		$362K Sell
4,060
-53
-1% -$5.02K 0.15% 100
2023
Q1 		$412K Buy
4,113
+150
+4% +$15.1K 0.18% 90
2022
Q4 		$344K Sell
3,963
-160
-4% -$15.3K 0.16% 96
2022
Q3 		$389K Sell
4,123
-394
-9% -$42.2K 0.19% 88
2022
Q2 		$426K Sell
4,517
-291
-6% -$32.3K 0.2% 85
2022
Q1 		$659K Sell
4,808
-443
-8% -$64K 0.28% 72
2021
Q4 		$813K Buy
5,251
+292
+6% +$47.2K 0.34% 64
2021
Q3 		$839K Buy
4,959
+25
+0.5% +$4.46K 0.38% 55
2021
Q2 		$867K Sell
4,934
-25
-0.5% -$4.5K 0.41% 50
2021
Q1 		$915K Buy
4,959
+29
+0.6% +$5.35K 0.48% 45
2020
Q4 		$893K Sell
4,930
-907
-16% -$130K 0.51% 43
2020
Q3 		$724K Buy
5,837
+200
+4% +$25K 0.45% 50
2020
Q2 		$629K Sell
5,637
-23
-0.4% -$2.54K 0.43% 53
2020
Q1 		$547K Sell
5,660
-218
-4% -$27.6K 0.44% 50
2019
Q4 		$850K Sell
5,878
-426
-7% -$59.5K 0.59% 38
2019
Q3 		$822K Sell
6,304
-197
-3% -$27.2K 0.61% 40
2019
Q2 		$908K Buy
6,501
+4,624
+246% +$613K 0.7% 36
2019
Q1 		$208K Buy
1,877
+12
+0.6% +$1.34K 0.17% 85
2018
Q4 		$204K Sell
1,865
-200
-10% -$22.7K 0.18% 85
2018
Q3 		$241K Buy
+2,065
New +$230K 0.2% 80

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Gradient Capital Advisors's DIS Position: Q2 2026 in Review

Gradient Capital Advisors held its Walt Disney (DIS) position steady in Q2 2026 at 2,964 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #147.

Gradient Capital Advisors first reported a position in DIS in Q3 2018 and has held it in 32 quarters since. The position peaked at $915K in Q1 2021. 620 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Gradient Capital Advisors held 2,964 shares of Walt Disney worth $285K as of Q2 2026.
  • Gradient Capital Advisors left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.07% of Gradient Capital Advisors's portfolio in Q2 2026, its #147 holding.
  • Gradient Capital Advisors first reported a position in Walt Disney in Q3 2018 and has held it in 32 quarters since.
  • Gradient Capital Advisors's Walt Disney position peaked at $915K in Q1 2021.
  • 620 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.