Legacy Advisory Services’s Walt Disney DIS Stock Holding History

Legacy Advisory Services’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	$395K	Sell	4,104 -95	-2%	-$9.69K	0.28%	33
2026 Q1	$405K	Buy	4,199 +2	+0%	+$211	0.31%	35
2025 Q4	$478K	Hold	4,197	–	–	0.36%	31
2025 Q3	$481K	Hold	4,197	–	–	0.36%	31
2025 Q2	$520K	Sell	4,197 -9	-0.2%	-$935	0.41%	29
2025 Q1	$415K	Sell	4,206 -3,832	-48%	-$412K	0.35%	36
2024 Q4	$895K	Sell	8,038 -164	-2%	-$17.2K	0.76%	22
2024 Q3	$789K	Buy	8,202 +13	+0.2%	+$1.2K	0.68%	21
2024 Q2	$813K	Hold	8,189	–	–	0.74%	22
2024 Q1	$1M	Sell	8,189 -1,383	-14%	-$144K	0.95%	19
2023 Q4	$864K	Buy	+9,572	New	+$844K	0.91%	19

Other funds holding DIS

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Legacy Advisory Services's DIS Position: Q2 2026 in Review

Legacy Advisory Services reduced its Walt Disney (DIS) stake by 2.3% in Q2 2026, selling an estimated $9.69K and leaving 4,104 shares worth $395K. The position accounts for 0.28% of the portfolio, ranked #33.

Legacy Advisory Services first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1M in Q1 2024. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Legacy Advisory Services held 4,104 shares of Walt Disney worth $395K as of Q2 2026.
Legacy Advisory Services sold 95 Walt Disney shares in Q2 2026, an estimated $9.69K.
Walt Disney made up 0.28% of Legacy Advisory Services's portfolio in Q2 2026, its #33 holding.
Legacy Advisory Services first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
Legacy Advisory Services's Walt Disney position peaked at $1M in Q1 2024.
943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.