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Legal Advantage Investments’s Walt Disney DIS Stock Holding History

Legal Advantage Investments’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 		$5.79M Sell
60,191
-362
-0.6% -$36.9K 2.03% 11
2026
Q1 		$5.84M Hold
60,553
– – 3.02% 9
2025
Q4 		$6.89M Sell
60,553
-7,723
-11% -$851K 3.19% 8
2025
Q3 		$7.82M Hold
68,276
– – 3.52% 3
2025
Q2 		$8.47M Sell
68,276
-18
-0% -$1.87K 3.96% 3
2025
Q1 		$6.74M Buy
68,294
+3,987
+6% +$428K 3.64% 4
2024
Q4 		$7.16M Sell
64,307
-565
-0.9% -$59.4K 3.79% 4
2024
Q3 		$6.24M Buy
64,872
+10,069
+18% +$926K 3.43% 5
2024
Q2 		$5.44M Hold
54,803
– – 3.13% 7
2024
Q1 		$6.71M Buy
54,803
+1,850
+3% +$193K 3.75% 4
2023
Q4 		$4.78M Buy
52,953
+1,350
+3% +$119K 2.87% 8
2023
Q3 		$4.18M Buy
51,603
+175
+0.3% +$14.9K 2.99% 8
2023
Q2 		$4.59M Buy
51,428
+1
+0% +$95 3.06% 7
2023
Q1 		$5.15M Buy
51,427
+560
+1% +$56.5K 3.78% 3
2022
Q4 		$4.42M Buy
50,867
+200
+0.4% +$19.1K 3.63% 3
2022
Q3 		$4.78M Buy
50,667
+290
+0.6% +$31K 4.48% 3
2022
Q2 		$4.76M Buy
50,377
+2,900
+6% +$322K 4.64% 3
2022
Q1 		$6.51M Buy
47,477
+1,750
+4% +$253K 4.9% 3
2021
Q4 		$7.08M Buy
45,727
+4,000
+10% +$646K 4.8% 3
2021
Q3 		$7.06M Buy
41,727
+1,500
+4% +$267K 4.73% 4
2021
Q2 		$7.07M Buy
40,227
+4,800
+14% +$863K 4.84% 3
2021
Q1 		$6.54M Buy
35,427
+7,306
+26% +$1.35M 4.89% 3
2020
Q4 		$5.09M Buy
+28,121
New +$4.04M 3.97% 3

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legal Advantage Investments's DIS Position: Q2 2026 in Review

Legal Advantage Investments reduced its Walt Disney (DIS) stake by 0.6% in Q2 2026, selling an estimated $36.9K and leaving 60,191 shares worth $5.79M. The position accounts for 2.03% of the portfolio, ranked #11.

Legal Advantage Investments first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.47M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Legal Advantage Investments held 60,191 shares of Walt Disney worth $5.79M as of Q2 2026.
  • Legal Advantage Investments sold 362 Walt Disney shares in Q2 2026, an estimated $36.9K.
  • Walt Disney made up 2.03% of Legal Advantage Investments's portfolio in Q2 2026, its #11 holding.
  • Legal Advantage Investments first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Legal Advantage Investments's Walt Disney position peaked at $8.47M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.