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Savvy Advisors Inc’s Walt Disney DIS Stock Holding History

Savvy Advisors Inc’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 		$2.79M Buy
28,946
+2,872
+11% +$293K 0.06% 259
2026
Q1 		$2.51M Buy
26,074
+5,559
+27% +$588K 0.07% 224
2025
Q4 		$2.33M Buy
20,515
+3,633
+22% +$400K 0.08% 202
2025
Q3 		$1.93M Sell
16,882
-452
-3% -$53.2K 0.09% 161
2025
Q2 		$2.15M Buy
17,334
+113
+0.7% +$11.7K 0.14% 108
2025
Q1 		$1.7M Buy
17,221
+1,854
+12% +$199K 0.17% 96
2024
Q4 		$1.71M Buy
15,367
+7,713
+101% +$810K 0.21% 86
2024
Q3 		$736K Buy
7,654
+1,553
+25% +$143K 0.15% 140
2024
Q2 		$606K Buy
6,101
+2,213
+57% +$238K 0.2% 115
2024
Q1 		$476K Sell
3,888
-446
-10% -$46.6K 0.27% 97
2023
Q4 		$391K Buy
+4,334
New +$382K 0.38% 77

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

Savvy Advisors Inc's DIS Position: Q2 2026 in Review

Savvy Advisors Inc increased its Walt Disney (DIS) stake by 11% in Q2 2026, buying an estimated $293K and bringing the position to 28,946 shares worth $2.79M. The position accounts for 0.06% of the portfolio, ranked #259.

Savvy Advisors Inc first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Savvy Advisors Inc held 28,946 shares of Walt Disney worth $2.79M as of Q2 2026.
  • Savvy Advisors Inc bought 2,872 Walt Disney shares in Q2 2026, an estimated $293K.
  • Walt Disney made up 0.06% of Savvy Advisors Inc's portfolio in Q2 2026, its #259 holding.
  • Savvy Advisors Inc first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.