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Mount Yale Investment Advisors’s Walt Disney DIS Stock Holding History

Mount Yale Investment 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
2019
Q2 		– Sell
-5,500
Closed -$3K – 324
2019
Q1 		$3K Hold
5,500
– – ﹤0.01% 305
2018
Q4 		$1K Buy
+5,500
New +$625K ﹤0.01% 306
2018
Q2 		– Sell
-5,500
Closed -$5K – 958
2018
Q1 		$5K Buy
+5,500
New +$584K ﹤0.01% 892

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

Mount Yale Investment Advisors's DIS Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Walt Disney (DIS) stake by 4.3% in Q2 2026, buying an estimated $547K and bringing the position to 129,176 shares worth $12.5M. The position accounts for 0.23% of the portfolio, ranked #96.

Mount Yale Investment Advisors first reported a position in DIS in Q1 2018 and has held it in 34 quarters since. 2,942 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Mount Yale Investment Advisors held 129,176 shares of Walt Disney worth $12.5M as of Q2 2026.
  • Mount Yale Investment Advisors bought 5,361 Walt Disney shares in Q2 2026, an estimated $547K.
  • Walt Disney made up 0.23% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #96 holding.
  • Mount Yale Investment Advisors first reported a position in Walt Disney in Q1 2018 and has held it in 34 quarters since.
  • 2,942 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.