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Signature Estate & Investment Advisors’s Walt Disney DIS Stock Holding History

Signature Estate & 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 		$645K Sell
6,694
-937
-12% -$95.5K 0.01% 379
2026
Q1 		$735K Buy
7,631
+1,534
+25% +$162K 0.01% 341
2025
Q4 		$694K Sell
6,097
-803
-12% -$88.4K 0.01% 325
2025
Q3 		$790K Sell
6,900
-639
-8% -$75.3K 0.02% 287
2025
Q2 		$935K Sell
7,539
-867
-10% -$90.1K 0.02% 245
2025
Q1 		$830K Buy
8,406
+254
+3% +$27.3K 0.02% 248
2024
Q4 		$908K Sell
8,152
-821
-9% -$86.2K 0.02% 237
2024
Q3 		$863K Sell
8,973
-567
-6% -$52.2K 0.02% 223
2024
Q2 		$947K Buy
9,540
+5,180
+119% +$558K 0.02% 209
2024
Q1 		$534K Sell
4,360
-1,598
-27% -$167K 0.02% 116
2023
Q4 		$538K Sell
5,958
-474,096
-99% -$41.8M 0.02% 120
2023
Q3 		$38.9M Buy
480,054
+45,604
+10% +$3.89M 1.32% 27
2023
Q2 		$38.8M Buy
434,450
+47,388
+12% +$4.49M 1.29% 29
2023
Q1 		$38.8M Buy
387,062
+20,734
+6% +$2.09M 1.36% 28
2022
Q4 		$31.8M Buy
366,328
+20,091
+6% +$1.92M 1.14% 32
2022
Q3 		$32.7M Sell
346,237
-21,884
-6% -$2.34M 1.54% 26
2022
Q2 		$34.8M Buy
368,121
+88,025
+31% +$9.77M 1.76% 24
2022
Q1 		$38.4M Buy
280,096
+30,281
+12% +$4.38M 1.76% 22
2021
Q4 		$38.7M Buy
249,815
+29,330
+13% +$4.74M 1.74% 22
2021
Q3 		$37.3M Buy
220,485
+9,780
+5% +$1.74M 1.83% 24
2021
Q2 		$37M Buy
210,705
+16,367
+8% +$2.94M 1.66% 25
2021
Q1 		$35.9M Sell
194,338
-1,550
-0.8% -$286K 1.75% 18
2020
Q4 		$35.5M Sell
195,888
-28,525
-13% -$4.09M 1.92% 13
2020
Q3 		$27.8M Buy
224,413
+3,824
+2% +$478K 1.73% 24
2020
Q2 		$24.6M Buy
220,589
+7,005
+3% +$773K 1.74% 24
2020
Q1 		$20.6M Buy
213,584
+19,699
+10% +$2.49M 1.64% 27
2019
Q4 		$28M Buy
193,885
+1,760
+0.9% +$246K 1.71% 18
2019
Q3 		$25M Buy
192,125
+6,829
+4% +$944K 1.66% 23
2019
Q2 		$25.9M Sell
185,296
-20,757
-10% -$2.75M 1.71% 18
2019
Q1 		$22.9M Buy
206,053
+7,903
+4% +$883K 1.54% 23
2018
Q4 		$21.7M Buy
198,150
+4,342
+2% +$494K 1.92% 13
2018
Q3 		$22.7M Buy
+193,808
New +$21.6M 2.04% 19
2017
Q2 		– Sell
-2,113
Closed -$240K – 154
2017
Q1 		$240K Buy
2,113
+764
+57% +$84.1K 0.03% 136
2016
Q4 		$141K Sell
1,349
-300
-18% -$29.3K 0.02% 135
2016
Q3 		$153K Buy
1,649
+36
+2% +$3.45K 0.02% 134
2016
Q2 		$158K Buy
1,613
+587
+57% +$58.7K 0.03% 134
2016
Q1 		$102K Sell
1,026
-118
-10% -$11.4K 0.02% 121
2015
Q4 		$120K Sell
1,144
-162
-12% -$18.1K 0.02% 113
2015
Q3 		$133K Buy
+1,306
New +$142K 0.03% 96
2015
Q1 		– Sell
-1,298
Closed -$122K – 88
2014
Q4 		$122K Buy
+1,298
New +$117K 0.04% 76

Other funds holding DIS

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Signature Estate & Investment Advisors's DIS Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Walt Disney (DIS) stake by 12% in Q2 2026, selling an estimated $95.5K and leaving 6,694 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #379.

Signature Estate & Investment Advisors first reported a position in DIS in Q4 2014 and has held it in 40 quarters since. The position peaked at $38.9M in Q3 2023. 1,750 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Signature Estate & Investment Advisors held 6,694 shares of Walt Disney worth $645K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 937 Walt Disney shares in Q2 2026, an estimated $95.5K.
  • Walt Disney made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #379 holding.
  • Signature Estate & Investment Advisors first reported a position in Walt Disney in Q4 2014 and has held it in 40 quarters since.
  • Signature Estate & Investment Advisors's Walt Disney position peaked at $38.9M in Q3 2023.
  • 1,750 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.