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Sequoia Financial Advisors’s Walt Disney DIS Stock Holding History

Sequoia Financial 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
2025
Q4 		– Sell
-1,000
Closed -$115K – 1946
2025
Q3 		$115K Buy
+1,000
New +$118K ﹤0.01% 1684

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

Sequoia Financial Advisors's DIS Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Walt Disney (DIS) stake by 6.2% in Q2 2026, selling an estimated $750K and leaving 110,593 shares worth $10.6M. The position accounts for 0.05% of the portfolio, ranked #216.

Sequoia Financial Advisors first reported a position in DIS in Q4 2013 and has held it in 51 quarters since. The position peaked at $14.7M in Q4 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Sequoia Financial Advisors held 110,593 shares of Walt Disney worth $10.6M as of Q2 2026.
  • Sequoia Financial Advisors sold 7,360 Walt Disney shares in Q2 2026, an estimated $750K.
  • Walt Disney made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #216 holding.
  • Sequoia Financial Advisors first reported a position in Walt Disney in Q4 2013 and has held it in 51 quarters since.
  • Sequoia Financial Advisors's Walt Disney position peaked at $14.7M in Q4 2025.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.