LFA
DIS icon

Longview Financial Advisors’s Walt Disney DIS Stock Holding History

Longview Financial 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 		– Sell
-30
Closed -$2.89K – 75
2026
Q1 		$2.89K Buy
+30
New +$3.17K ﹤0.01% 151

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Longview Financial Advisors's DIS Position: Q2 2026 in Review

Longview Financial Advisors sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 30 shares — an estimated $2.89K sold.

Longview Financial Advisors first reported a position in DIS in Q1 2026 and held it in 1 quarter. The position peaked at $2.89K in Q1 2026. 596 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Longview Financial Advisors reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Longview Financial Advisors sold 30 Walt Disney shares in Q2 2026, an estimated $2.89K.
  • Longview Financial Advisors first reported a position in Walt Disney in Q1 2026 and held it in 1 quarter.
  • Longview Financial Advisors's Walt Disney position peaked at $2.89K in Q1 2026.
  • 596 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.