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Investment Research & Advisory Group’s Walt Disney DIS Stock Holding History

Investment Research & Advisory 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 		$54.3K Hold
504
– – 0.02% 131
2026
Q1 		$48.6K Sell
504
-133
-21% -$14.1K 0.02% 129
2025
Q4 		$74.7K Sell
637
-127
-17% -$14K 0.02% 103
2025
Q3 		$914K Buy
764
+1
+0.1% +$118 0.31% 49
2025
Q2 		$94.6K Buy
763
+374
+96% +$38.9K 0.04% 87
2025
Q1 		$38.4K Buy
389
+37
+11% +$3.98K 0.02% 122
2024
Q4 		$39.2K Sell
352
-142
-29% -$14.9K 0.02% 110
2024
Q3 		$47.5K Sell
494
-29,026
-98% -$2.67M 0.02% 103
2024
Q2 		$2.93M Sell
29,520
-97
-0.3% -$10.4K 1.3% 21
2024
Q1 		$3.62M Buy
29,617
+10,629
+56% +$1.11M 1.67% 18
2023
Q4 		$1.71M Sell
18,988
-5,378
-22% -$474K 0.88% 34
2023
Q3 		$1.97M Buy
24,366
+24,365
+2,436,500% +$2.08M 1.12% 29
2023
Q2 		$1.51M Sell
1
-16,789
-100% -$1.59M 0.87% 34
2023
Q1 		$1.68M Buy
16,790
+4,213
+33% +$425K 1.08% 29
2022
Q4 		$1.09M Sell
12,577
-5,404
-30% -$517K 0.72% 35
2022
Q3 		$1.7M Buy
17,981
+1,811
+11% +$194K 1.27% 25
2022
Q2 		$1.53M Buy
16,170
+1,754
+12% +$195K 1.1% 29
2022
Q1 		$1.98M Buy
14,416
+680
+5% +$98.3K 1.24% 25
2021
Q4 		$2.13M Sell
13,736
-241
-2% -$38.9K 1.29% 24
2021
Q3 		$2.38M Buy
13,977
+265
+2% +$47.2K 1.56% 19
2021
Q2 		$2.41M Buy
13,712
+89
+0.7% +$16K 1.59% 19
2021
Q1 		$2.51M Sell
13,623
-572
-4% -$105K 1.85% 15
2020
Q4 		$2.57M Buy
14,195
+349
+3% +$50.1K 1.91% 14
2020
Q3 		$1.72M Sell
13,846
-188
-1% -$23.5K 1.43% 24
2020
Q2 		$1.55M Buy
14,034
+7,855
+127% +$867K 1.39% 23
2020
Q1 		$587K Sell
6,179
-1,629
-21% -$206K 0.54% 30
2019
Q4 		$1.13M Buy
+7,808
New +$1.09M 1.04% 23

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

Investment Research & Advisory Group's DIS Position: Q2 2026 in Review

Investment Research & Advisory Group held its Walt Disney (DIS) position steady in Q2 2026 at 504 shares worth $54.3K. The position accounts for 0.02% of the portfolio, ranked #131.

Investment Research & Advisory Group first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.62M in Q1 2024. 1,158 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Investment Research & Advisory Group held 504 shares of Walt Disney worth $54.3K as of Q2 2026.
  • Investment Research & Advisory Group left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.02% of Investment Research & Advisory Group's portfolio in Q2 2026, its #131 holding.
  • Investment Research & Advisory Group first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • Investment Research & Advisory Group's Walt Disney position peaked at $3.62M in Q1 2024.
  • 1,158 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.