Moisand Fitzgerald Tamayo’s Walt Disney DIS Stock Holding History

Moisand Fitzgerald Tamayo’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	–	Hold	0	–	-$11.4K	–	523
2025 Q4	–	Hold	0	–	–	–	332
2025 Q3	–	Hold	0	–	–	–	336
2025 Q2	–	Hold	0	–	–	–	197
2025 Q1	–	Hold	0	–	–	–	213
2024 Q4	–	Hold	0	–	–	–	262
2024 Q3	–	Hold	0	–	–	–	285
2024 Q2	–	Hold	0	–	-$36.7K	–	601
2024 Q1	–	Hold	0	–	–	–	202
2023 Q4	–	Hold	0	–	–	–	205
2023 Q3	–	Hold	0	–	–	–	180
2016 Q2	–	Sell	-800	Closed	-$79K	–	88
2016 Q1	$79K	Buy	+800	New	+$77.2K	0.06%	78

Other funds holding DIS

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo's DIS Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its Walt Disney (DIS) stake by 2.5% in Q2 2026, selling an estimated $12.7K and leaving 4,831 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #84.

Moisand Fitzgerald Tamayo first reported a position in DIS in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.25M in Q2 2021. 1,802 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Moisand Fitzgerald Tamayo held 4,831 shares of Walt Disney worth $465K as of Q2 2026.
Moisand Fitzgerald Tamayo sold 125 Walt Disney shares in Q2 2026, an estimated $12.7K.
Walt Disney made up 0.05% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #84 holding.
Moisand Fitzgerald Tamayo first reported a position in Walt Disney in Q4 2015 and has held it in 43 quarters since.
Moisand Fitzgerald Tamayo's Walt Disney position peaked at $1.25M in Q2 2021.
1,802 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.