Moss Adams Wealth Advisors’s Walt Disney DIS Stock Holding History

Moss Adams 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	$442K	Buy	4,554 +342	+8%	+$34.9K	0.03%	168
2026 Q1	$406K	Buy	4,212 +475	+13%	+$50.2K	0.03%	164
2025 Q4	$428K	Sell	3,737 -804	-18%	-$88.5K	0.03%	149
2025 Q3	$520K	Buy	4,541 +62	+1%	+$7.3K	0.04%	124
2025 Q2	$555K	Sell	4,479 -507	-10%	-$52.7K	0.05%	123
2025 Q1	$492K	Buy	4,986 +665	+15%	+$71.5K	0.05%	110
2024 Q4	$483K	Buy	4,321 +84	+2%	+$8.82K	0.05%	102
2024 Q3	$408K	Buy	4,237 +391	+10%	+$36K	0.04%	114
2024 Q2	$382K	Buy	3,846 +513	+15%	+$55.2K	0.05%	103
2024 Q1	$408K	Buy	3,333 +868	+35%	+$90.7K	0.07%	87
2023 Q4	$223K	Buy	+2,465	New	+$217K	0.05%	107

Other funds holding DIS

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

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Moss Adams Wealth Advisors's DIS Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Walt Disney (DIS) stake by 8.1% in Q2 2026, buying an estimated $34.9K and bringing the position to 4,554 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #168.

Moss Adams Wealth Advisors first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $555K in Q2 2025. 1,278 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Moss Adams Wealth Advisors held 4,554 shares of Walt Disney worth $442K as of Q2 2026.
Moss Adams Wealth Advisors bought 342 Walt Disney shares in Q2 2026, an estimated $34.9K.
Walt Disney made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #168 holding.
Moss Adams Wealth Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
Moss Adams Wealth Advisors's Walt Disney position peaked at $555K in Q2 2025.
1,278 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.