PIA
DIS icon

Petredis Investment Advisors’s Walt Disney DIS Stock Holding History

Petredis 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
2026
Q2 		$2.3M Sell
23,857
-135
-0.6% -$13.8K 0.15% 80
2026
Q1 		$2.31M Sell
23,992
-126
-0.5% -$13.3K 0.19% 79
2025
Q4 		$2.74M Sell
24,118
-332
-1% -$36.6K 0.21% 72
2025
Q3 		$2.8M Buy
24,450
+102
+0.4% +$12K 0.22% 74
2025
Q2 		$3.02M Buy
24,348
+163
+0.7% +$16.9K 0.26% 70
2025
Q1 		$2.39M Buy
24,185
+317
+1% +$34.1K 0.25% 72
2024
Q4 		$2.66M Sell
23,868
-628
-3% -$66K 0.27% 67
2024
Q3 		$2.36M Buy
24,496
+69
+0.3% +$6.35K 0.25% 74
2024
Q2 		$2.43M Buy
24,427
+42
+0.2% +$4.52K 0.27% 69
2024
Q1 		$2.98M Buy
24,385
+492
+2% +$51.4K 0.36% 61
2023
Q4 		$2.16M Sell
23,893
-695
-3% -$61.3K 0.28% 73
2023
Q3 		$1.99M Buy
24,588
+1,786
+8% +$153K 0.28% 78
2023
Q2 		$2.04M Sell
22,802
-124
-0.5% -$11.7K 0.28% 75
2023
Q1 		$2.3M Buy
22,926
+2,492
+12% +$251K 0.36% 64
2022
Q4 		$1.78M Buy
+20,434
New +$1.95M 0.32% 73

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

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

Petredis Investment Advisors reduced its Walt Disney (DIS) stake by 0.56% in Q2 2026, selling an estimated $13.8K and leaving 23,857 shares worth $2.3M. The position accounts for 0.15% of the portfolio, ranked #80.

Petredis Investment Advisors first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.02M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Petredis Investment Advisors held 23,857 shares of Walt Disney worth $2.3M as of Q2 2026.
  • Petredis Investment Advisors sold 135 Walt Disney shares in Q2 2026, an estimated $13.8K.
  • Walt Disney made up 0.15% of Petredis Investment Advisors's portfolio in Q2 2026, its #80 holding.
  • Petredis Investment Advisors first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • Petredis Investment Advisors's Walt Disney position peaked at $3.02M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.