PWA
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Physician Wealth Advisors’s Walt Disney DIS Stock Holding History

Physician 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 		$418K Buy
4,338
+168
+4% +$17.1K 0.05% 131
2026
Q1 		$402K Buy
4,170
+1,690
+68% +$179K 0.06% 120
2025
Q4 		$282K Sell
2,480
-41
-2% -$4.51K 0.04% 148
2025
Q3 		$289K Sell
2,521
-85
-3% -$10K 0.04% 144
2025
Q2 		$323K Buy
2,606
+87
+3% +$9.04K 0.05% 134
2025
Q1 		$249K Buy
2,519
+38
+2% +$4.08K 0.04% 152
2024
Q4 		$276K Sell
2,481
-126
-5% -$13.2K 0.05% 146
2024
Q3 		$246K Sell
2,607
-303
-10% -$27.9K 0.04% 159
2024
Q2 		$287K Sell
2,910
-150
-5% -$16.1K 0.05% 129
2024
Q1 		$348K Sell
3,060
-392
-11% -$40.9K 0.07% 113
2023
Q4 		$328K Sell
3,452
-199
-5% -$17.5K 0.07% 113
2023
Q3 		$309K Sell
3,651
-544
-13% -$46.5K 0.08% 105
2023
Q2 		$380K Buy
4,195
+12
+0.3% +$1.14K 0.09% 93
2023
Q1 		$413K Buy
4,183
+34
+0.8% +$3.43K 0.11% 86
2022
Q4 		$440K Buy
4,149
+195
+5% +$18.7K 0.12% 84
2022
Q3 		$399K Buy
3,954
+188
+5% +$20.1K 0.12% 86
2022
Q2 		$400K Buy
3,766
+359
+11% +$39.8K 0.12% 95
2022
Q1 		$396K Buy
3,407
+385
+13% +$55.7K 0.11% 97
2021
Q4 		$477K Sell
3,022
-21
-0.7% -$3.39K 0.13% 90
2021
Q3 		$537K Sell
3,043
-9
-0.3% -$1.6K 0.15% 83
2021
Q2 		$534K Buy
3,052
+444
+17% +$79.9K 0.15% 81
2021
Q1 		$492K Hold
2,608
– – 0.16% 81
2020
Q4 		$477K Buy
2,608
+11
+0.4% +$1.58K 0.16% 81
2020
Q3 		$312K Sell
2,597
-116
-4% -$14.5K 0.13% 94
2020
Q2 		$349K Sell
2,713
-508
-16% -$56.1K 0.14% 88
2020
Q1 		$325K Buy
3,221
+1,242
+63% +$157K 0.16% 77
2019
Q4 		$285K Hold
1,979
– – 0.13% 91
2019
Q3 		$296K Buy
+1,979
New +$274K 0.14% 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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

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

Physician Wealth Advisors increased its Walt Disney (DIS) stake by 4% in Q2 2026, buying an estimated $17.1K and bringing the position to 4,338 shares worth $418K. The position accounts for 0.05% of the portfolio, ranked #131.

Physician Wealth Advisors first reported a position in DIS in Q3 2019 and has held it in 28 quarters since. The position peaked at $537K in Q3 2021. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Physician Wealth Advisors held 4,338 shares of Walt Disney worth $418K as of Q2 2026.
  • Physician Wealth Advisors bought 168 Walt Disney shares in Q2 2026, an estimated $17.1K.
  • Walt Disney made up 0.05% of Physician Wealth Advisors's portfolio in Q2 2026, its #131 holding.
  • Physician Wealth Advisors first reported a position in Walt Disney in Q3 2019 and has held it in 28 quarters since.
  • Physician Wealth Advisors's Walt Disney position peaked at $537K in Q3 2021.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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