MSWA
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Marshall & Sterling Wealth Advisors’s Walt Disney DIS Stock Holding History

Marshall & Sterling Wealth 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 		$48K Hold
499
– – 0.03% 154
2026
Q1 		$48.1K Buy
499
+11
+2% +$1.16K 0.03% 147
2025
Q4 		$55.5K Sell
488
-85
-15% -$9.36K 0.04% 132
2025
Q3 		$65.3K Sell
573
-3
-0.5% -$353 0.04% 149
2025
Q2 		$71K Buy
576
+45
+8% +$4.68K 0.05% 127
2025
Q1 		$52.4K Buy
531
+87
+20% +$9.35K 0.04% 150
2024
Q4 		$49.3K Buy
+444
New +$46.6K 0.03% 128

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Marshall & Sterling Wealth Advisors's DIS Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Walt Disney (DIS) position steady in Q2 2026 at 499 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #154.

Marshall & Sterling Wealth Advisors first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $71K in Q2 2025. 741 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 499 shares of Walt Disney worth $48K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.03% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #154 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Walt Disney position peaked at $71K in Q2 2025.
  • 741 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.