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Networth Advisors’s Walt Disney DIS Stock Holding History

Networth 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 		$38.5K Buy
400
+300
+300% +$30.6K 0.02% 109
2026
Q1 		$9.64K Hold
100
– – 0.01% 196
2025
Q4 		$11.4K Buy
+100
New +$11K 0.01% 149

Other funds holding DIS

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Networth Advisors's DIS Position: Q2 2026 in Review

Networth Advisors increased its Walt Disney (DIS) stake by 300% in Q2 2026, buying an estimated $30.6K and bringing the position to 400 shares worth $38.5K. The position accounts for 0.02% of the portfolio, ranked #109.

Networth Advisors first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. 1,731 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Networth Advisors held 400 shares of Walt Disney worth $38.5K as of Q2 2026.
  • Networth Advisors bought 300 Walt Disney shares in Q2 2026, an estimated $30.6K.
  • Walt Disney made up 0.02% of Networth Advisors's portfolio in Q2 2026, its #109 holding.
  • Networth Advisors first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • 1,731 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.