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Harold Davidson & Associates’s Walt Disney DIS Stock Holding History

Harold Davidson & Associates’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 		$399K Sell
4,145
-530
-11% -$54K 0.17% 50
2026
Q1 		$451K Sell
4,675
-108
-2% -$11.4K 0.22% 51
2025
Q4 		$544K Sell
4,783
-315
-6% -$34.7K 0.24% 50
2025
Q3 		$584K Buy
5,098
+1,374
+37% +$162K 0.27% 49
2025
Q2 		$462K Sell
3,724
-1,116
-23% -$116K 0.3% 46
2025
Q1 		$478K Sell
4,840
-185
-4% -$19.9K 0.26% 45
2024
Q4 		$560K Buy
+5,025
New +$528K 0.27% 48

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Harold Davidson & Associates's DIS Position: Q2 2026 in Review

Harold Davidson & Associates reduced its Walt Disney (DIS) stake by 11% in Q2 2026, selling an estimated $54K and leaving 4,145 shares worth $399K. The position accounts for 0.17% of the portfolio, ranked #50.

Harold Davidson & Associates first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $584K in Q3 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Harold Davidson & Associates held 4,145 shares of Walt Disney worth $399K as of Q2 2026.
  • Harold Davidson & Associates sold 530 Walt Disney shares in Q2 2026, an estimated $54K.
  • Walt Disney made up 0.17% of Harold Davidson & Associates's portfolio in Q2 2026, its #50 holding.
  • Harold Davidson & Associates first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Harold Davidson & Associates's Walt Disney position peaked at $584K in Q3 2025.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.