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Prudent Man Advisors’s Walt Disney DIS Stock Holding History

Prudent Man 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 		$1.72M Buy
17,884
+1,117
+7% +$114K 0.39% 67
2026
Q1 		$1.62M Buy
16,767
+7,279
+77% +$769K 0.48% 53
2025
Q4 		$1.08M Buy
+9,488
New +$1.04M 0.39% 53
2025
Q3 		– Sell
-12,690
Closed -$1.57M – 149
2025
Q2 		$1.57M Buy
12,690
+3,384
+36% +$352K 0.5% 44
2025
Q1 		$919K Buy
9,306
+574
+7% +$61.7K 0.33% 70
2024
Q4 		$972K Sell
8,732
-236
-3% -$24.8K 0.35% 66
2024
Q3 		$863K Buy
8,968
+3,797
+73% +$349K 0.29% 86
2024
Q2 		$513K Buy
5,171
+186
+4% +$20K 0.18% 113
2024
Q1 		$610K Sell
4,985
-104
-2% -$10.9K 0.23% 107
2023
Q4 		$459K Sell
5,089
-144
-3% -$12.7K 0.17% 122
2023
Q3 		$424K Sell
5,233
-6,748
-56% -$576K 0.17% 119
2023
Q2 		$1.07M Sell
11,981
-251
-2% -$23.8K 0.4% 50
2023
Q1 		$1.23M Buy
12,232
+351
+3% +$35.4K 0.48% 41
2022
Q4 		$1.03M Buy
11,881
+1,126
+10% +$108K 0.42% 51
2022
Q3 		$1.01M Buy
10,755
+206
+2% +$22K 0.48% 36
2022
Q2 		$996K Sell
10,549
-106
-1% -$11.8K 0.46% 41
2022
Q1 		$1.46M Sell
10,655
-213
-2% -$30.8K 0.59% 29
2021
Q4 		$1.68M Sell
10,868
-1,087
-9% -$176K 0.64% 28
2021
Q3 		$2.02M Sell
11,955
-39
-0.3% -$6.95K 0.77% 18
2021
Q2 		$2.11M Buy
11,994
+518
+5% +$93.2K 0.81% 17
2021
Q1 		$2.12M Buy
11,476
+677
+6% +$125K 0.89% 16
2020
Q4 		$1.96M Buy
10,799
+506
+5% +$72.6K 0.82% 15
2020
Q3 		$1.28M Sell
10,293
-2,143
-17% -$268K 0.68% 26
2020
Q2 		$1.39M Buy
+12,436
New +$1.37M 1.23% 15

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

Prudent Man Advisors's DIS Position: Q2 2026 in Review

Prudent Man Advisors increased its Walt Disney (DIS) stake by 6.7% in Q2 2026, buying an estimated $114K and bringing the position to 17,884 shares worth $1.72M. The position accounts for 0.39% of the portfolio, ranked #67.

Prudent Man Advisors first reported a position in DIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.12M in Q1 2021. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Prudent Man Advisors held 17,884 shares of Walt Disney worth $1.72M as of Q2 2026.
  • Prudent Man Advisors bought 1,117 Walt Disney shares in Q2 2026, an estimated $114K.
  • Walt Disney made up 0.39% of Prudent Man Advisors's portfolio in Q2 2026, its #67 holding.
  • Prudent Man Advisors first reported a position in Walt Disney in Q2 2020 and has held it in 24 quarters since.
  • Prudent Man Advisors's Walt Disney position peaked at $2.12M in Q1 2021.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.