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RIA Advisory Group’s Walt Disney DIS Stock Holding History

RIA 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 		– Sell
-2,424
Closed -$234K – 157
2026
Q1 		$234K Sell
2,424
-9,432
-80% -$997K 0.06% 127
2025
Q4 		$1.35M Sell
11,856
-12,506
-51% -$1.38M 0.32% 52
2025
Q3 		$2.79M Buy
24,362
+347
+1% +$40.9K 0.72% 26
2025
Q2 		$2.98M Buy
+24,015
New +$2.5M 0.88% 25
2024
Q1 		– Sell
-32,084
Closed -$5.06M – 149
2023
Q4 		$5.06M Buy
+32,084
New +$2.83M 2.11% 8

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

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

RIA Advisory Group sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 2,424 shares — an estimated $234K sold.

RIA Advisory Group first reported a position in DIS in Q4 2023 and held it in 5 quarters. The position peaked at $5.06M in Q4 2023. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • RIA Advisory Group reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • RIA Advisory Group sold 2,424 Walt Disney shares in Q2 2026, an estimated $234K.
  • RIA Advisory Group first reported a position in Walt Disney in Q4 2023 and held it in 5 quarters.
  • RIA Advisory Group's Walt Disney position peaked at $5.06M in Q4 2023.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.