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Invested Advisors’s Walt Disney DIS Stock Holding History

Invested 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 		$238K Sell
2,476
-61
-2% -$6.22K 0.21% 130
2026
Q1 		$245K Buy
2,537
+6
+0.2% +$634 0.25% 112
2025
Q4 		$288K Buy
2,531
+88
+4% +$9.69K 0.3% 94
2025
Q3 		$268K Buy
+2,443
New +$288K 0.39% 78

Other funds holding DIS

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Invested Advisors's DIS Position: Q2 2026 in Review

Invested Advisors reduced its Walt Disney (DIS) stake by 2.4% in Q2 2026, selling an estimated $6.22K and leaving 2,476 shares worth $238K. The position accounts for 0.21% of the portfolio, ranked #130.

Invested Advisors first reported a position in DIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $288K in Q4 2025. 1,664 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Invested Advisors held 2,476 shares of Walt Disney worth $238K as of Q2 2026.
  • Invested Advisors sold 61 Walt Disney shares in Q2 2026, an estimated $6.22K.
  • Walt Disney made up 0.21% of Invested Advisors's portfolio in Q2 2026, its #130 holding.
  • Invested Advisors first reported a position in Walt Disney in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's Walt Disney position peaked at $288K in Q4 2025.
  • 1,664 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.