PFA
DIS icon

Pathway Financial Advisors’s Walt Disney DIS Stock Holding History

Pathway Financial 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 		– Sell
-2,256
Closed -$218K – 132
2026
Q1 		$218K Hold
2,256
– – 0.03% 132
2025
Q4 		$258K Sell
2,256
-212
-9% -$23.3K 0.03% 127
2025
Q3 		$283K Buy
2,468
+718
+41% +$84.6K 0.04% 116
2025
Q2 		$217K Sell
1,750
-1,698
-49% -$176K 0.03% 124
2025
Q1 		$340K Sell
3,448
-23
-0.7% -$2.47K 0.06% 122
2024
Q4 		$386K Buy
3,471
+92
+3% +$9.66K 0.09% 109
2024
Q3 		$325K Buy
3,379
+496
+17% +$45.6K 0.08% 114
2024
Q2 		$286K Sell
2,883
-28
-1% -$3.01K 0.08% 121
2024
Q1 		$356K Buy
2,911
+28
+1% +$2.92K 0.1% 110
2023
Q4 		$260K Sell
2,883
-141
-5% -$12.4K 0.08% 125
2023
Q3 		$245K Buy
3,024
+141
+5% +$12K 0.08% 115
2023
Q2 		$257K Hold
2,883
– – 0.08% 110
2023
Q1 		$289K Sell
2,883
-2
-0.1% -$202 0.1% 97
2022
Q4 		$251K Hold
2,885
– – 0.08% 105
2022
Q3 		$272K Hold
2,885
– – 0.09% 102
2022
Q2 		$272K Buy
2,885
+32
+1% +$3.55K 0.11% 103
2022
Q1 		$391K Buy
2,853
+20
+0.7% +$2.89K 0.15% 82
2021
Q4 		$405K Buy
+2,833
New +$458K 0.14% 75
2021
Q1 		$407K Hold
2,377
– – 0.16% 70
2020
Q4 		$449K Sell
2,377
-50
-2% -$7.18K 0.19% 58
2020
Q3 		$299K Hold
2,427
– – 0.12% 77
2020
Q2 		$271K Hold
2,427
– – 0.08% 79
2020
Q1 		$228K Hold
2,427
– – 0.08% 79
2019
Q4 		$348K Hold
2,427
– – 0.1% 75
2019
Q3 		$335K Sell
2,427
-30
-1% -$4.15K 0.1% 67
2019
Q2 		$343K Buy
2,457
+80
+3% +$10.6K 0.1% 67
2019
Q1 		$264K Hold
2,377
– – 0.08% 81
2018
Q4 		$261K Hold
2,377
– – 0.15% 77
2018
Q3 		$265K Hold
2,377
– – 0.15% 79
2018
Q2 		$249K Hold
2,377
– – 0.15% 75
2018
Q1 		$239K Sell
2,377
-25
-1% -$2.66K 0.14% 76
2017
Q4 		$258K Buy
+2,402
New +$247K 0.15% 72

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Pathway Financial Advisors's DIS Position: Q2 2026 in Review

Pathway Financial Advisors sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 2,256 shares — an estimated $218K sold.

Pathway Financial Advisors first reported a position in DIS in Q4 2017 and held it in 32 quarters. The position peaked at $449K in Q4 2020. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Pathway Financial Advisors reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Pathway Financial Advisors sold 2,256 Walt Disney shares in Q2 2026, an estimated $218K.
  • Pathway Financial Advisors first reported a position in Walt Disney in Q4 2017 and held it in 32 quarters.
  • Pathway Financial Advisors's Walt Disney position peaked at $449K in Q4 2020.
  • 525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.