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Legacy Advisors’s Walt Disney DIS Stock Holding History

Legacy 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 		$1.78M Buy
18,477
+6,604
+56% +$673K 0.17% 75
2026
Q1 		$1.14M Sell
11,873
-560
-5% -$59.2K 0.13% 94
2025
Q4 		$1.42M Sell
12,433
-3,418
-22% -$376K 0.15% 83
2025
Q3 		$1.81M Buy
+15,851
New +$1.87M 0.22% 60
2025
Q2 		– Sell
-32,756
Closed -$3.23M – 127
2025
Q1 		$3.23M Sell
32,756
-286
-0.9% -$30.7K 0.33% 62
2024
Q4 		$3.68M Buy
33,042
+1,986
+6% +$209K 0.36% 52
2024
Q3 		$2.99M Buy
31,056
+1,076
+4% +$99K 0.32% 61
2024
Q2 		$2.98M Buy
29,980
+1,163
+4% +$125K 0.36% 52
2024
Q1 		$3.53M Sell
28,817
-6,258
-18% -$654K 0.45% 43
2023
Q4 		$3.18M Sell
35,075
-4,458
-11% -$393K 0.41% 46
2023
Q3 		$3.2M Sell
39,533
-686
-2% -$58.6K 0.52% 46
2023
Q2 		$3.59M Sell
40,219
-774
-2% -$73.3K 0.53% 39
2023
Q1 		$4.1M Buy
40,993
+1,507
+4% +$152K 0.76% 24
2022
Q4 		$3.43M Buy
39,486
+6,312
+19% +$604K 0.63% 34
2022
Q3 		$3.13M Buy
33,174
+1,104
+3% +$118K 0.69% 26
2022
Q2 		$3.03M Buy
32,070
+17,195
+116% +$1.91M 0.64% 22
2022
Q1 		$2.04M Buy
14,875
+621
+4% +$89.8K 0.4% 47
2021
Q4 		$2.21M Sell
14,254
-212
-1% -$34.2K 0.81% 25
2021
Q3 		$2.45M Buy
14,466
+373
+3% +$66.5K 0.98% 21
2021
Q2 		$2.48M Hold
14,093
– – 1.01% 21
2021
Q1 		$2.6M Hold
14,093
– – 1.15% 20
2020
Q4 		$2.55M Hold
14,093
– – 1.45% 19
2020
Q3 		$1.75M Sell
14,093
-4,595
-25% -$574K 1.16% 21
2020
Q2 		$2.08M Buy
18,688
+301
+2% +$33.2K 1.65% 18
2020
Q1 		$1.78M Buy
18,387
+2,425
+15% +$307K 1.78% 16
2019
Q4 		$2.31M Buy
15,962
+400
+3% +$55.8K 1.47% 18
2019
Q3 		$2.03M Sell
15,562
-14
-0.1% -$1.94K 1.52% 16
2019
Q2 		$2.17M Sell
15,576
-15,576
-50% -$2.07M 1.47% 15
2019
Q1 		$3.46M Buy
31,152
+15,088
+94% +$1.69M 1.12% 22
2018
Q4 		$1.76M Buy
16,064
+599
+4% +$68.1K 1.34% 19
2018
Q3 		$1.81M Buy
15,465
+103
+0.7% +$11.5K 0.89% 28
2018
Q2 		$1.61M Buy
15,362
+30
+0.2% +$3.07K 1.2% 19
2018
Q1 		$1.54M Buy
15,332
+14,040
+1,087% +$1.49M 1.14% 23
2017
Q4 		$139K Sell
1,292
-43
-3% -$4.43K 0.14% 71
2017
Q3 		$131K Buy
1,335
+43
+3% +$4.42K 0.15% 66
2017
Q2 		$137K Sell
1,292
-100
-7% -$10.9K 0.17% 59
2017
Q1 		$157K Buy
1,392
+11
+0.8% +$1.21K 0.21% 50
2016
Q4 		$144K Buy
+1,381
New +$135K 0.2% 55

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Legacy Advisors's DIS Position: Q2 2026 in Review

Legacy Advisors increased its Walt Disney (DIS) stake by 56% in Q2 2026, buying an estimated $673K and bringing the position to 18,477 shares worth $1.78M. The position accounts for 0.17% of the portfolio, ranked #75.

Legacy Advisors first reported a position in DIS in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.1M in Q1 2023. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Legacy Advisors held 18,477 shares of Walt Disney worth $1.78M as of Q2 2026.
  • Legacy Advisors bought 6,604 Walt Disney shares in Q2 2026, an estimated $673K.
  • Walt Disney made up 0.17% of Legacy Advisors's portfolio in Q2 2026, its #75 holding.
  • Legacy Advisors first reported a position in Walt Disney in Q4 2016 and has held it in 38 quarters since.
  • Legacy Advisors's Walt Disney position peaked at $4.1M in Q1 2023.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.