HVIA
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Hudson Valley Investment Advisors’s Walt Disney DIS Stock Holding History

Hudson Valley Investment 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 		$321K Sell
3,335
-10
-0.3% -$1.02K 0.04% 127
2026
Q1 		$322K Sell
3,345
-50
-1% -$5.28K 0.04% 128
2025
Q4 		$386K Sell
3,395
-40
-1% -$4.41K 0.04% 123
2025
Q3 		$393K Sell
3,435
-100
-3% -$11.8K 0.04% 129
2025
Q2 		$438K Sell
3,535
-1,201
-25% -$125K 0.05% 127
2025
Q1 		$467K Sell
4,736
-680
-13% -$73.1K 0.06% 116
2024
Q4 		$603K Sell
5,416
-2,399
-31% -$252K 0.07% 112
2024
Q3 		$752K Sell
7,815
-1,799
-19% -$166K 0.08% 107
2024
Q2 		$880K Buy
9,614
+914
+11% +$98.4K 0.11% 104
2024
Q1 		$1.06M Sell
8,700
-14,563
-63% -$1.52M 0.13% 94
2023
Q4 		$1.99M Buy
23,263
+9,614
+70% +$848K 0.27% 80
2023
Q3 		$1.11M Sell
13,649
-9,713
-42% -$830K 0.16% 96
2023
Q2 		$2.09M Sell
23,362
-61,956
-73% -$5.87M 0.28% 85
2023
Q1 		$7.93M Buy
85,318
+39,077
+85% +$3.94M 1.11% 25
2022
Q4 		$4.02M Buy
46,241
+1,596
+4% +$153K 0.61% 47
2022
Q3 		$4.21M Buy
44,645
+851
+2% +$91.1K 0.68% 45
2022
Q2 		$4.13M Sell
43,794
-338
-0.8% -$37.5K 0.64% 45
2022
Q1 		$6.05M Sell
44,132
-742
-2% -$107K 0.81% 32
2021
Q4 		$6.95M Buy
44,874
+432
+1% +$69.8K 1.09% 26
2021
Q3 		$7.52M Buy
44,442
+193
+0.4% +$34.4K 1.29% 21
2021
Q2 		$7.78M Sell
44,249
-1,013
-2% -$182K 1.35% 21
2021
Q1 		$8.35M Buy
45,262
+837
+2% +$154K 1.49% 18
2020
Q4 		$8.05M Buy
44,425
+330
+0.7% +$47.4K 1.53% 17
2020
Q3 		$5.47M Sell
44,095
-233
-0.5% -$29.1K 1.18% 26
2020
Q2 		$4.94M Sell
44,328
-480
-1% -$53K 1.15% 28
2020
Q1 		$4.33M Sell
44,808
-751
-2% -$94.9K 1.2% 26
2019
Q4 		$6.59M Buy
45,559
+743
+2% +$104K 1.41% 18
2019
Q3 		$5.84M Sell
44,816
-139
-0.3% -$19.2K 1.35% 18
2019
Q2 		$6.28M Sell
44,955
-184
-0.4% -$24.4K 1.45% 17
2019
Q1 		$5.01M Sell
45,139
-7,158
-14% -$800K 1.21% 25
2018
Q4 		$5.73M Buy
52,297
+16,198
+45% +$1.84M 1.32% 24
2018
Q3 		$4.22M Sell
36,099
-919
-2% -$102K 0.98% 32
2018
Q2 		$3.88M Buy
37,018
+725
+2% +$74.1K 0.95% 36
2018
Q1 		$3.65M Buy
36,293
+616
+2% +$65.5K 0.92% 35
2017
Q4 		$3.84M Sell
35,677
-1,262
-3% -$130K 0.95% 34
2017
Q3 		$3.64M Buy
36,939
+220
+0.6% +$22.6K 0.94% 37
2017
Q2 		$3.9M Buy
36,719
+1,537
+4% +$168K 1.07% 31
2017
Q1 		$3.99M Buy
35,182
+1,545
+5% +$170K 1.11% 27
2016
Q4 		$3.51M Buy
33,637
+2,290
+7% +$223K 1.03% 33
2016
Q3 		$2.91M Buy
31,347
+2,137
+7% +$205K 0.9% 31
2016
Q2 		$2.86M Buy
29,210
+1,452
+5% +$145K 0.92% 33
2016
Q1 		$2.76M Buy
27,758
+4,255
+18% +$411K 0.9% 35
2015
Q4 		$2.47M Buy
23,503
+1,660
+8% +$185K 0.77% 39
2015
Q3 		$2.23M Buy
21,843
+4,265
+24% +$464K 0.72% 42
2015
Q2 		$2.01M Buy
17,578
+6,705
+62% +$736K 0.63% 51
2015
Q1 		$1.14M Buy
10,873
+3,200
+42% +$323K 0.39% 65
2014
Q4 		$723K Buy
7,673
+1,984
+35% +$179K 0.3% 73
2014
Q3 		$506K Buy
5,689
+575
+11% +$50.7K 0.22% 81
2014
Q2 		$438K Buy
5,114
+50
+1% +$4.08K 0.19% 82
2014
Q1 		$405K Buy
5,064
+101
+2% +$7.83K 0.17% 90
2013
Q4 		$379K Buy
4,963
+25
+0.5% +$1.73K 0.17% 92
2013
Q3 		$318K Buy
4,938
+81
+2% +$5.19K 0.15% 99
2013
Q2 		$307K Buy
+4,857
New +$307K 0.15% 103

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

Hudson Valley Investment Advisors's DIS Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Walt Disney (DIS) stake by 0.3% in Q2 2026, selling an estimated $1.02K and leaving 3,335 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #127.

Hudson Valley Investment Advisors first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.35M in Q1 2021. 1,364 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Hudson Valley Investment Advisors held 3,335 shares of Walt Disney worth $321K as of Q2 2026.
  • Hudson Valley Investment Advisors sold 10 Walt Disney shares in Q2 2026, an estimated $1.02K.
  • Walt Disney made up 0.04% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #127 holding.
  • Hudson Valley Investment Advisors first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Hudson Valley Investment Advisors's Walt Disney position peaked at $8.35M in Q1 2021.
  • 1,364 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.