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Journey Advisory Group’s Walt Disney DIS Stock Holding History

Journey 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 		$986K Buy
10,242
+1,082
+12% +$110K 0.08% 160
2026
Q1 		$906K Sell
9,160
-838
-8% -$88.6K 0.08% 149
2025
Q4 		$1.14M Buy
9,998
+385
+4% +$42.4K 0.1% 148
2025
Q3 		$1.1M Sell
9,613
-1,431
-13% -$169K 0.08% 148
2025
Q2 		$1.37M Sell
11,044
-289
-3% -$30K 0.11% 143
2025
Q1 		$1.12M Sell
11,333
-1,522
-12% -$164K 0.09% 144
2024
Q4 		$1.28M Hold
12,855
– – 0.15% 96
2024
Q3 		$1.28M Sell
12,855
-199
-2% -$18.3K 0.15% 96
2024
Q2 		$1.3M Sell
13,054
-1,785
-12% -$192K 0.15% 95
2024
Q1 		$1.82M Sell
14,839
-2,117
-12% -$221K 0.22% 88
2023
Q4 		$1.53M Sell
16,956
-1,612
-9% -$142K 0.21% 92
2023
Q3 		$1.5M Sell
18,568
-1,715
-8% -$146K 0.22% 92
2023
Q2 		$1.81M Sell
20,283
-6,904
-25% -$654K 0.27% 87
2023
Q1 		$2.72M Sell
27,187
-3,313
-11% -$334K 0.43% 70
2022
Q4 		$2.65M Sell
30,500
-2,349
-7% -$225K 0.66% 40
2022
Q3 		$3.1M Buy
32,849
+773
+2% +$82.7K 0.79% 29
2022
Q2 		$3.41M Sell
32,076
-527
-2% -$58.5K 0.78% 28
2022
Q1 		$4.47M Buy
32,603
+2,533
+8% +$366K 1.13% 18
2021
Q4 		$4.66M Buy
30,070
+2,577
+9% +$416K 1.29% 15
2021
Q3 		$4.65M Sell
27,493
-1,713
-6% -$305K 1.51% 14
2021
Q2 		$5.13M Buy
29,206
+930
+3% +$167K 1.63% 13
2021
Q1 		$5.22M Sell
28,276
-1
-0% -$184 1.82% 13
2020
Q4 		$5.12M Buy
+28,277
New +$4.06M 1.92% 13

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Journey Advisory Group's DIS Position: Q2 2026 in Review

Journey Advisory Group increased its Walt Disney (DIS) stake by 12% in Q2 2026, buying an estimated $110K and bringing the position to 10,242 shares worth $986K. The position accounts for 0.08% of the portfolio, ranked #160.

Journey Advisory Group first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.22M in Q1 2021. 1,878 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Journey Advisory Group held 10,242 shares of Walt Disney worth $986K as of Q2 2026.
  • Journey Advisory Group bought 1,082 Walt Disney shares in Q2 2026, an estimated $110K.
  • Walt Disney made up 0.08% of Journey Advisory Group's portfolio in Q2 2026, its #160 holding.
  • Journey Advisory Group first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's Walt Disney position peaked at $5.22M in Q1 2021.
  • 1,878 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.