Innovative Asset Advisors Group’s Walt Disney DIS Stock Holding History

Innovative Asset Advisors Group’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	–	Sell	-1,945	Closed	-$187K	–	474
2026 Q1	$187K	Buy	+1,945	New	+$206K	0.11%	145

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Innovative Asset Advisors Group's DIS Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 1,945 shares — an estimated $187K sold.

Innovative Asset Advisors Group first reported a position in DIS in Q1 2026 and held it in 1 quarter. The position peaked at $187K in Q1 2026. 2,814 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Innovative Asset Advisors Group reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
Innovative Asset Advisors Group sold 1,945 Walt Disney shares in Q2 2026, an estimated $187K.
Innovative Asset Advisors Group first reported a position in Walt Disney in Q1 2026 and held it in 1 quarter.
Innovative Asset Advisors Group's Walt Disney position peaked at $187K in Q1 2026.
2,814 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.