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Roehl & Yi Investment Advisors’s Walt Disney DIS Stock Holding History

Roehl & Yi 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 		$315K Sell
3,276
-43
-1% -$4.38K 0.1% 150
2026
Q1 		$320K Buy
3,319
+106
+3% +$11.2K 0.12% 134
2025
Q4 		$366K Buy
3,213
+147
+5% +$16.2K 0.15% 114
2025
Q3 		$351K Sell
3,066
-163
-5% -$19.2K 0.15% 118
2025
Q2 		$400K Buy
3,229
+422
+15% +$43.8K 0.21% 103
2025
Q1 		$277K Buy
2,807
+231
+9% +$24.8K 0.15% 120
2024
Q4 		$287K Buy
+2,576
New +$271K 0.16% 114

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

Roehl & Yi Investment Advisors's DIS Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Walt Disney (DIS) stake by 1.3% in Q2 2026, selling an estimated $4.38K and leaving 3,276 shares worth $315K. The position accounts for 0.1% of the portfolio, ranked #150.

Roehl & Yi Investment Advisors first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $400K in Q2 2025. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Roehl & Yi Investment Advisors held 3,276 shares of Walt Disney worth $315K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 43 Walt Disney shares in Q2 2026, an estimated $4.38K.
  • Walt Disney made up 0.1% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #150 holding.
  • Roehl & Yi Investment Advisors first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's Walt Disney position peaked at $400K in Q2 2025.
  • 2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.