Lido Advisors
DIS icon

Lido Advisors’s Walt Disney DIS Stock Holding History

Lido 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
Q1 		– Sell
-600
Closed -$68.3K – 1991
2025
Q4 		$68.3K Hold
600
– – ﹤0.01% 1872
2025
Q3 		$68.7K Buy
+600
New +$70.7K ﹤0.01% 1779
2024
Q4 		– Sell
-1,900
Closed -$183K – 1520
2024
Q3 		$183K Buy
1,900
+1,700
+850% +$156K ﹤0.01% 1356
2024
Q2 		$19.9K Hold
200
– – ﹤0.01% 1399
2024
Q1 		$24.5K Buy
200
+100
+100% +$10.4K ﹤0.01% 1365
2023
Q4 		$9.03K Buy
+100
New +$8.82K ﹤0.01% 1339
2023
Q1 		– Sell
-3,100
Closed -$269K – 1170
2022
Q4 		$269K Hold
3,100
– – ﹤0.01% 819
2022
Q3 		$292K Hold
3,100
– – ﹤0.01% 759
2022
Q2 		$292K Sell
3,100
-2,000
-39% -$222K ﹤0.01% 753
2022
Q1 		$699K Hold
5,100
– – 0.01% 485
2021
Q4 		$795K Buy
5,100
+1,100
+28% +$178K 0.01% 471
2021
Q3 		$676K Buy
4,000
+1,100
+38% +$196K 0.01% 488
2021
Q2 		$509K Buy
2,900
+1,400
+93% +$252K 0.01% 540
2021
Q1 		$276K Buy
+1,500
New +$277K ﹤0.01% 691

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

Lido Advisors's DIS Position: Q2 2026 in Review

Lido Advisors increased its Walt Disney (DIS) stake by 9.2% in Q2 2026, buying an estimated $1.89M and bringing the position to 219,842 shares worth $21.3M. The position accounts for 0.06% of the portfolio, ranked #219.

Lido Advisors first reported a position in DIS in Q1 2016 and has held it in 42 quarters since. The position peaked at $41.5M in Q2 2024. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Lido Advisors held 219,842 shares of Walt Disney worth $21.3M as of Q2 2026.
  • Lido Advisors bought 18,533 Walt Disney shares in Q2 2026, an estimated $1.89M.
  • Walt Disney made up 0.06% of Lido Advisors's portfolio in Q2 2026, its #219 holding.
  • Lido Advisors first reported a position in Walt Disney in Q1 2016 and has held it in 42 quarters since.
  • Lido Advisors's Walt Disney position peaked at $41.5M in Q2 2024.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.