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Legacy Edge Advisors’s Walt Disney DIS Stock Holding History

Legacy Edge 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 		$362K Sell
2,919
-65
-2% -$6.63K 0.05% 146
2026
Q1 		$288K Sell
2,984
-2
-0.1% -$211 0.03% 185
2025
Q4 		$340K Buy
+2,986
New +$329K 0.04% 168

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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

Legacy Edge Advisors's DIS Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Walt Disney (DIS) stake by 2.2% in Q2 2026, selling an estimated $6.63K and leaving 2,919 shares worth $362K. The position accounts for 0.05% of the portfolio, ranked #146.

Legacy Edge Advisors first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. 2,014 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Legacy Edge Advisors held 2,919 shares of Walt Disney worth $362K as of Q2 2026.
  • Legacy Edge Advisors sold 65 Walt Disney shares in Q2 2026, an estimated $6.63K.
  • Walt Disney made up 0.05% of Legacy Edge Advisors's portfolio in Q2 2026, its #146 holding.
  • Legacy Edge Advisors first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • 2,014 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.