Level Four Advisory Services’s Walt Disney DIS Stock Holding History

Level Four 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
2023 Q1	–	Sell	-600	Closed	-$2	–	774
2022 Q4	$2	Buy	+600	New	+$57.4K	﹤0.01%	678
2022 Q2	–	Sell	-600	Closed	-$2K	–	583
2022 Q1	$2K	Hold	600	–	–	﹤0.01%	644
2021 Q4	$4K	Buy	+600	New	+$96.9K	﹤0.01%	644
2020 Q4	–	Sell	-200	Closed	-$9K	–	598
2020 Q3	$9K	Buy	200 +198	+9,900%	+$24.7K	﹤0.01%	539
2020 Q2	$7K	Buy	+2	New	+$221	﹤0.01%	566

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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. 2,948 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.
2,948 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.