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InvesTrust’s Walt Disney DIS Stock Holding History

InvesTrust’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 		$2.03M Sell
21,080
-509
-2% -$51.9K 0.78% 49
2026
Q1 		$2.08M Sell
21,589
-94
-0.4% -$9.94K 0.87% 45
2025
Q4 		$2.47M Sell
21,683
-2,397
-10% -$264K 0.95% 35
2025
Q3 		$2.76M Sell
24,080
-65
-0.3% -$7.66K 1.01% 33
2025
Q2 		$2.99M Sell
24,145
-39,978
-62% -$4.15M 1.16% 31
2025
Q1 		$6.33M Buy
64,123
+86
+0.1% +$9.24K 1.73% 29
2024
Q4 		$7.12M Buy
+64,037
New +$6.73M 1.98% 20

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

InvesTrust's DIS Position: Q2 2026 in Review

InvesTrust reduced its Walt Disney (DIS) stake by 2.4% in Q2 2026, selling an estimated $51.9K and leaving 21,080 shares worth $2.03M. The position accounts for 0.78% of the portfolio, ranked #49.

InvesTrust first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.12M in Q4 2024. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • InvesTrust held 21,080 shares of Walt Disney worth $2.03M as of Q2 2026.
  • InvesTrust sold 509 Walt Disney shares in Q2 2026, an estimated $51.9K.
  • Walt Disney made up 0.78% of InvesTrust's portfolio in Q2 2026, its #49 holding.
  • InvesTrust first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • InvesTrust's Walt Disney position peaked at $7.12M in Q4 2024.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.