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Herold Advisors’s Walt Disney DIS Stock Holding History

Herold 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 		$832K Sell
8,611
-600
-7% -$61.2K 0.16% 136
2026
Q1 		$888K Sell
9,211
-2,678
-23% -$283K 0.2% 114
2025
Q4 		$1.35M Sell
11,889
-430
-3% -$47.4K 0.3% 88
2025
Q3 		$1.41M Sell
12,319
-1,932
-14% -$228K 0.33% 81
2025
Q2 		$1.77M Buy
14,251
+506
+4% +$52.6K 0.37% 76
2025
Q1 		$1.36M Sell
13,745
-80
-0.6% -$8.6K 0.3% 94
2024
Q4 		$1.54M Buy
13,825
+291
+2% +$30.6K 0.34% 81
2024
Q3 		$1.3M Buy
13,534
+758
+6% +$69.7K 0.28% 101
2024
Q2 		$1.27M Buy
12,776
+250
+2% +$26.9K 0.29% 94
2024
Q1 		$1.53M Buy
12,526
+264
+2% +$27.6K 0.37% 74
2023
Q4 		$1.11M Sell
12,262
-54
-0.4% -$4.76K 0.31% 95
2023
Q3 		$998K Buy
12,316
+1,136
+10% +$97K 0.3% 98
2023
Q2 		$998K Sell
11,180
-1,604
-13% -$152K 0.31% 96
2023
Q1 		$1.28M Sell
12,784
-1,368
-10% -$138K 0.44% 74
2022
Q4 		$1.23M Buy
14,152
+925
+7% +$88.5K 0.52% 64
2022
Q3 		$1.25M Buy
13,227
+284
+2% +$30.4K 0.6% 57
2022
Q2 		$1.22M Buy
12,943
+1,436
+12% +$159K 0.54% 66
2022
Q1 		$1.58M Buy
11,507
+2,140
+23% +$309K 0.56% 53
2021
Q4 		$1.45M Buy
9,367
+2,121
+29% +$343K 0.56% 61
2021
Q3 		$1.23M Buy
+7,246
New +$1.29M 0.48% 71

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Herold Advisors's DIS Position: Q2 2026 in Review

Herold Advisors reduced its Walt Disney (DIS) stake by 6.5% in Q2 2026, selling an estimated $61.2K and leaving 8,611 shares worth $832K. The position accounts for 0.16% of the portfolio, ranked #136.

Herold Advisors first reported a position in DIS in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.77M in Q2 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Herold Advisors held 8,611 shares of Walt Disney worth $832K as of Q2 2026.
  • Herold Advisors sold 600 Walt Disney shares in Q2 2026, an estimated $61.2K.
  • Walt Disney made up 0.16% of Herold Advisors's portfolio in Q2 2026, its #136 holding.
  • Herold Advisors first reported a position in Walt Disney in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Walt Disney position peaked at $1.77M in Q2 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.