Level Four Advisory Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.51M | Sell |
46,890
-358
| -0.8% | -$36.5K | 0.13% | 191 |
|
|
2026
Q1 | $4.55M | Buy |
47,248
+2,875
| +6% | +$304K | 0.15% | 184 |
|
|
2025
Q4 | $5.05M | Buy |
44,373
+1,253
| +3% | +$138K | 0.17% | 164 |
|
|
2025
Q3 | $4.94M | Sell |
43,120
-3,294
| -7% | -$388K | 0.17% | 167 |
|
|
2025
Q2 | $5.76M | Buy |
46,414
+2,456
| +6% | +$255K | 0.21% | 134 |
|
|
2025
Q1 | $4.34M | Buy |
43,958
+2,459
| +6% | +$264K | 0.18% | 163 |
|
|
2024
Q4 | $4.62M | Sell |
41,499
-1,656
| -4% | -$174K | 0.19% | 144 |
|
|
2024
Q3 | $4.15M | Sell |
43,155
-694
| -2% | -$63.9K | 0.17% | 166 |
|
|
2024
Q2 | $4.35M | Buy |
43,849
+5,926
| +16% | +$638K | 0.2% | 148 |
|
|
2024
Q1 | $3.42M | Buy |
37,923
+233
| +0.6% | +$24.3K | 0.19% | 136 |
|
|
2023
Q4 | $3.4M | Sell |
37,690
-2,141
| -5% | -$189K | 0.19% | 136 |
|
|
2023
Q3 | $3.23M | Sell |
39,831
-1,870
| -4% | -$160K | 0.21% | 131 |
|
|
2023
Q2 | $3.72M | Buy |
41,701
+2,188
| +6% | +$207K | 0.22% | 110 |
|
|
2023
Q1 | $3.96M | Buy |
39,513
+8,973
| +29% | +$905K | 0.26% | 92 |
|
|
2022
Q4 | $2.65M | Buy |
30,540
+5,613
| +23% | +$537K | 0.2% | 124 |
|
|
2022
Q3 | $2.35M | Buy |
24,927
+454
| +2% | +$48.6K | 0.23% | 114 |
|
|
2022
Q2 | $2.31M | Buy |
24,473
+2,136
| +10% | +$237K | 0.22% | 124 |
|
|
2022
Q1 | $3.06M | Sell |
22,337
-1,415
| -6% | -$205K | 0.24% | 109 |
|
|
2021
Q4 | $3.68M | Buy |
23,752
+6,173
| +35% | +$997K | 0.28% | 98 |
|
|
2021
Q3 | $2.97M | Sell |
17,579
-26,384
| -60% | -$4.7M | 0.31% | 95 |
|
|
2021
Q2 | $7.73M | Sell |
43,963
-2,258
| -5% | -$406K | 0.53% | 39 |
|
|
2021
Q1 | $8.53M | Buy |
46,221
+1,751
| +4% | +$323K | 0.66% | 25 |
|
|
2020
Q4 | $8.06M | Sell |
44,470
-3,751
| -8% | -$538K | 0.65% | 26 |
|
|
2020
Q3 | $5.98M | Sell |
48,221
-2,173
| -4% | -$272K | 0.46% | 46 |
|
|
2020
Q2 | $5.6M | Buy |
50,394
+11,215
| +29% | +$1.24M | 0.43% | 49 |
|
|
2020
Q1 | $3.8M | Buy |
39,179
+2,554
| +7% | +$323K | 0.46% | 45 |
|
|
2019
Q4 | $11.9M | Buy |
36,625
+4,469
| +14% | +$624K | 0.47% | 62 |
|
|
2019
Q3 | $4.19M | Buy |
32,156
+3,348
| +12% | +$463K | 0.43% | 49 |
|
|
2019
Q2 | $4.03M | Sell |
28,808
-28
| -0.1% | -$3.71K | 0.41% | 53 |
|
|
2019
Q1 | $3.2M | Sell |
28,836
-125
| -0.4% | -$14K | 0.35% | 67 |
|
|
2018
Q4 | $3.18M | Sell |
28,961
-1,587
| -5% | -$180K | 0.4% | 61 |
|
|
2018
Q3 | $3.57M | Sell |
30,548
-1,832
| -6% | -$204K | 0.39% | 66 |
|
|
2018
Q2 | $3.39M | Buy |
32,380
+3,414
| +12% | +$349K | 0.25% | 93 |
|
|
2018
Q1 | $2.91M | Buy |
28,966
+656
| +2% | +$69.7K | 0.23% | 96 |
|
|
2017
Q4 | $3.04M | Sell |
28,310
-1,949
| -6% | -$201K | 0.24% | 91 |
|
|
2017
Q3 | $2.98M | Sell |
30,259
-1,990
| -6% | -$205K | 0.26% | 83 |
|
|
2017
Q2 | $3.64M | Sell |
32,249
-3,671
| -10% | -$402K | 0.56% | 39 |
|
|
2017
Q1 | $4.06M | Buy |
35,920
+3,124
| +10% | +$344K | 0.41% | 53 |
|
|
2016
Q4 | $3.42M | Buy |
+32,796
| New | +$3.2M | 0.44% | 43 |
|
Other funds holding DIS
Level Four Advisory Services's DIS Position: Q2 2026 in Review
Level Four Advisory Services reduced its Walt Disney (DIS) stake by 0.76% in Q2 2026, selling an estimated $36.5K and leaving 46,890 shares worth $4.51M. The position accounts for 0.13% of the portfolio, ranked #191.
Level Four Advisory Services first reported a position in DIS in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.9M in Q4 2019. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Level Four Advisory Services held 46,890 shares of Walt Disney worth $4.51M as of Q2 2026.
- Level Four Advisory Services sold 358 Walt Disney shares in Q2 2026, an estimated $36.5K.
- Walt Disney made up 0.13% of Level Four Advisory Services's portfolio in Q2 2026, its #191 holding.
- Level Four Advisory Services first reported a position in Walt Disney in Q4 2016 and has held it in 39 quarters since.
- Level Four Advisory Services's Walt Disney position peaked at $11.9M in Q4 2019.
- 2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.