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Harbor Investment Advisory’s Walt Disney DIS Stock Holding History

Harbor Investment 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 		$209K Buy
2,173
+13
+0.6% +$1.32K 0.01% 411
2026
Q1 		$208K Sell
2,160
-357
-14% -$37.7K 0.02% 391
2025
Q4 		$286K Sell
2,517
-542
-18% -$59.7K 0.02% 358
2025
Q3 		$350K Sell
3,059
-31
-1% -$3.65K 0.03% 321
2025
Q2 		$383K Buy
3,090
+286
+10% +$29.7K 0.03% 297
2025
Q1 		$277K Sell
2,804
-437
-13% -$47K 0.03% 323
2024
Q4 		$361K Sell
3,241
-1,731
-35% -$182K 0.03% 275
2024
Q3 		$478K Sell
4,972
-1,407
-22% -$129K 0.05% 239
2024
Q2 		$633K Sell
6,379
-820
-11% -$88.3K 0.07% 200
2024
Q1 		$881K Sell
7,199
-360
-5% -$37.6K 0.09% 168
2023
Q4 		$682K Sell
7,559
-641
-8% -$56.5K 0.08% 189
2023
Q3 		$665K Sell
8,200
-766
-9% -$65.4K 0.09% 173
2023
Q2 		$800K Buy
8,966
+535
+6% +$50.7K 0.11% 160
2023
Q1 		$844K Sell
8,431
-3,975
-32% -$401K 0.13% 155
2022
Q4 		$1.08M Sell
12,406
-10,019
-45% -$958K 0.17% 117
2022
Q3 		$2.12M Sell
22,425
-7,697
-26% -$824K 0.35% 62
2022
Q2 		$2.84M Sell
30,122
-10,174
-25% -$1.13M 0.46% 48
2022
Q1 		$5.53M Sell
40,296
-1,541
-4% -$223K 0.73% 22
2021
Q4 		$6.48M Sell
41,837
-3,435
-8% -$555K 0.82% 21
2021
Q3 		$7.66M Buy
45,272
+1,580
+4% +$282K 1.04% 19
2021
Q2 		$7.68M Buy
43,692
+1,374
+3% +$247K 1.04% 18
2021
Q1 		$7.81M Buy
42,318
+1,999
+5% +$369K 1.18% 15
2020
Q4 		$7.3M Sell
40,319
-714
-2% -$102K 1.17% 15
2020
Q3 		$5.09M Sell
41,033
-515
-1% -$64.4K 0.97% 18
2020
Q2 		$4.63M Sell
41,548
-1,814
-4% -$200K 0.98% 18
2020
Q1 		$4.19M Buy
43,362
+3,384
+8% +$428K 1.13% 17
2019
Q4 		$5.78M Buy
+39,978
New +$5.58M 1.33% 14

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Harbor Investment Advisory's DIS Position: Q2 2026 in Review

Harbor Investment Advisory increased its Walt Disney (DIS) stake by 0.6% in Q2 2026, buying an estimated $1.32K and bringing the position to 2,173 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #411.

Harbor Investment Advisory first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.81M in Q1 2021. 1,028 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Harbor Investment Advisory held 2,173 shares of Walt Disney worth $209K as of Q2 2026.
  • Harbor Investment Advisory bought 13 Walt Disney shares in Q2 2026, an estimated $1.32K.
  • Walt Disney made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #411 holding.
  • Harbor Investment Advisory first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Walt Disney position peaked at $7.81M in Q1 2021.
  • 1,028 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.