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Paladin Advisory Group’s Walt Disney DIS Stock Holding History

Paladin Advisory Group’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 		$7.7K Hold
80
– – 0.01% 215
2026
Q1 		$7.71K Sell
80
-60
-43% -$6.34K 0.01% 211
2025
Q4 		$15.9K Hold
140
– – 0.01% 194
2025
Q3 		$16K Hold
140
– – 0.01% 188
2025
Q2 		$17.4K Sell
140
-459
-77% -$47.7K 0.01% 180
2025
Q1 		$59.1K Hold
599
– – 0.05% 139
2024
Q4 		$66.7K Hold
599
– – 0.05% 135
2024
Q3 		$57.6K Hold
599
– – 0.04% 144
2024
Q2 		$58.7K Sell
599
-276
-32% -$29.7K 0.05% 135
2024
Q1 		$106K Sell
875
-244
-22% -$25.5K 0.08% 109
2023
Q4 		$101K Sell
1,119
-163
-13% -$14.4K 0.08% 112
2023
Q3 		$104K Hold
1,282
– – 0.09% 116
2023
Q2 		$114K Sell
1,282
-362
-22% -$34.3K 0.09% 116
2023
Q1 		$165K Buy
+1,644
New +$166K 0.14% 104
2022
Q2 		– Sell
-1,681
Closed -$187K – 339
2022
Q1 		$230K Buy
+1,681
New +$243K 0.19% 88

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Paladin Advisory Group's DIS Position: Q2 2026 in Review

Paladin Advisory Group held its Walt Disney (DIS) position steady in Q2 2026 at 80 shares worth $7.7K. The position accounts for 0.01% of the portfolio, ranked #215.

Paladin Advisory Group first reported a position in DIS in Q1 2022 and has held it in 15 quarters since. The position peaked at $230K in Q1 2022. 1,318 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Paladin Advisory Group held 80 shares of Walt Disney worth $7.7K as of Q2 2026.
  • Paladin Advisory Group left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.01% of Paladin Advisory Group's portfolio in Q2 2026, its #215 holding.
  • Paladin Advisory Group first reported a position in Walt Disney in Q1 2022 and has held it in 15 quarters since.
  • Paladin Advisory Group's Walt Disney position peaked at $230K in Q1 2022.
  • 1,318 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.