OneDigital Investment Advisors’s Walt Disney DIS Stock Holding History

OneDigital 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
2022 Q2	–	Sell	-10,900	Closed	-$642K	–	732
2022 Q1	$642K	Hold	10,900	–	–	0.02%	372
2021 Q4	$1.46M	Buy	10,900 +1,000	+10%	+$162K	0.05%	217
2021 Q3	$626K	Hold	9,900	–	–	0.02%	366
2021 Q2	$626K	Hold	9,900	–	–	0.03%	354
2021 Q1	$626K	Hold	9,900	–	–	0.03%	330
2020 Q4	$626K	Hold	9,900	–	–	0.03%	311
2020 Q3	$626K	Hold	9,900	–	–	0.04%	271
2020 Q2	$626K	Hold	9,900	–	–	0.05%	269
2020 Q1	$626K	Hold	9,900	–	–	0.06%	250
2019 Q4	$626K	Buy	+9,900	New	+$1.38M	0.05%	264

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

OneDigital Investment Advisors's DIS Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Walt Disney (DIS) stake by 4.7% in Q2 2026, buying an estimated $230K and bringing the position to 50,146 shares worth $4.83M. The position accounts for 0.04% of the portfolio, ranked #312.

OneDigital Investment Advisors first reported a position in DIS in Q2 2017 and has held it in 37 quarters since. The position peaked at $4.85M in Q1 2024. 1,910 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

OneDigital Investment Advisors held 50,146 shares of Walt Disney worth $4.83M as of Q2 2026.
OneDigital Investment Advisors bought 2,258 Walt Disney shares in Q2 2026, an estimated $230K.
Walt Disney made up 0.04% of OneDigital Investment Advisors's portfolio in Q2 2026, its #312 holding.
OneDigital Investment Advisors first reported a position in Walt Disney in Q2 2017 and has held it in 37 quarters since.
OneDigital Investment Advisors's Walt Disney position peaked at $4.85M in Q1 2024.
1,910 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.