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IFP Advisors’s Walt Disney DIS Stock Holding History

IFP 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
2019
Q1 		– Sell
-200
Closed -$21K – 2597
2018
Q4 		$21K Buy
+200
New +$22.7K ﹤0.01% 2099

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
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
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
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

IFP Advisors's DIS Position: Q2 2026 in Review

IFP Advisors increased its Walt Disney (DIS) stake by 2.6% in Q2 2026, buying an estimated $131K and bringing the position to 50,163 shares worth $4.83M. The position accounts for 0.09% of the portfolio, ranked #261.

IFP Advisors first reported a position in DIS in Q4 2015 and has held it in 42 quarters since. The position peaked at $15.8M in Q4 2020. 1,142 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • IFP Advisors held 50,163 shares of Walt Disney worth $4.83M as of Q2 2026.
  • IFP Advisors bought 1,289 Walt Disney shares in Q2 2026, an estimated $131K.
  • Walt Disney made up 0.09% of IFP Advisors's portfolio in Q2 2026, its #261 holding.
  • IFP Advisors first reported a position in Walt Disney in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Walt Disney position peaked at $15.8M in Q4 2020.
  • 1,142 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.