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ORBA Wealth Advisors’s Walt Disney DIS Stock Holding History

ORBA 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 		$224K Sell
2,325
-1,720
-43% -$175K 0.19% 79
2026
Q1 		$390K Sell
4,045
-200
-5% -$21.1K 0.46% 52
2025
Q4 		$483K Sell
4,245
-453
-10% -$49.9K 0.42% 51
2025
Q3 		$538K Hold
4,698
– – 0.44% 47
2025
Q2 		$583K Buy
4,698
+590
+14% +$61.3K 0.53% 44
2025
Q1 		$405K Hold
4,108
– – 0.2% 72
2024
Q4 		$457K Sell
4,108
-100
-2% -$10.5K 0.24% 67
2024
Q3 		$405K Sell
4,208
-318
-7% -$29.3K 0.2% 75
2024
Q2 		$449K Buy
4,526
+369
+9% +$39.7K 0.23% 68
2024
Q1 		$509K Buy
4,157
+1,200
+41% +$125K 0.28% 53
2023
Q4 		$267K Buy
+2,957
New +$261K 0.16% 79

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

ORBA Wealth Advisors's DIS Position: Q2 2026 in Review

ORBA Wealth Advisors reduced its Walt Disney (DIS) stake by 43% in Q2 2026, selling an estimated $175K and leaving 2,325 shares worth $224K. The position accounts for 0.19% of the portfolio, ranked #79.

ORBA Wealth Advisors first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $583K in Q2 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • ORBA Wealth Advisors held 2,325 shares of Walt Disney worth $224K as of Q2 2026.
  • ORBA Wealth Advisors sold 1,720 Walt Disney shares in Q2 2026, an estimated $175K.
  • Walt Disney made up 0.19% of ORBA Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • ORBA Wealth Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • ORBA Wealth Advisors's Walt Disney position peaked at $583K in Q2 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.