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SGL Investment Advisors’s Walt Disney DIS Stock Holding History

SGL 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 		– Sell
-6,515
Closed -$682K – 138
2026
Q1 		$682K Buy
6,515
+262
+4% +$27.7K 0.26% 79
2025
Q4 		$656K Sell
6,253
-126
-2% -$13.9K 0.26% 78
2025
Q3 		$715K Buy
6,379
+3,426
+116% +$404K 0.3% 69
2025
Q2 		$360K Buy
2,953
+837
+40% +$87K 0.17% 91
2025
Q1 		$222K Buy
2,116
+32
+2% +$3.44K 0.11% 112
2024
Q4 		$228K Buy
2,084
+236
+13% +$24.8K 0.11% 110
2024
Q3 		$202K Buy
+1,848
New +$170K 0.1% 105

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

SGL Investment Advisors's DIS Position: Q2 2026 in Review

SGL Investment Advisors sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 6,515 shares — an estimated $682K sold.

SGL Investment Advisors first reported a position in DIS in Q3 2024 and held it in 7 quarters. The position peaked at $715K in Q3 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • SGL Investment Advisors reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • SGL Investment Advisors sold 6,515 Walt Disney shares in Q2 2026, an estimated $682K.
  • SGL Investment Advisors first reported a position in Walt Disney in Q3 2024 and held it in 7 quarters.
  • SGL Investment Advisors's Walt Disney position peaked at $715K in Q3 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.