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SOA Wealth Advisors’s Walt Disney DIS Stock Holding History

SOA Wealth 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 		$609K Sell
6,332
-156
-2% -$15.9K 0.1% 115
2026
Q1 		$625K Sell
6,488
-1,657
-20% -$175K 0.12% 102
2025
Q4 		$927K Sell
8,145
-393
-5% -$43.3K 0.16% 89
2025
Q3 		$978K Buy
8,538
+273
+3% +$32.2K 0.17% 86
2025
Q2 		$1.02M Sell
8,265
-897
-10% -$93.2K 0.19% 78
2025
Q1 		$904K Sell
9,162
-543
-6% -$58.4K 0.19% 77
2024
Q4 		$1.08M Sell
9,705
-1,974
-17% -$207K 0.2% 69
2024
Q3 		$1.12M Sell
11,679
-1,248
-10% -$115K 0.21% 69
2024
Q2 		$1.28M Sell
12,927
-4,460
-26% -$480K 0.26% 64
2024
Q1 		$2.13M Sell
17,387
-158
-0.9% -$16.5K 0.44% 46
2023
Q4 		$1.58M Hold
17,545
– – 0.35% 53
2023
Q3 		$1.42M Sell
17,545
-1,920
-10% -$164K 0.35% 53
2023
Q2 		$1.74M Sell
19,465
-8,023
-29% -$760K 0.41% 49
2023
Q1 		$2.75M Buy
27,488
+141
+0.5% +$14.2K 0.68% 37
2022
Q4 		$2.38M Sell
27,347
-412
-1% -$39.4K 0.64% 36
2022
Q3 		$2.62M Buy
27,759
+265
+1% +$28.4K 0.79% 31
2022
Q2 		$2.6M Sell
27,494
-762
-3% -$84.6K 0.76% 35
2022
Q1 		$3.88M Sell
28,256
-26
-0.1% -$3.76K 0.94% 25
2021
Q4 		$4.41M Sell
28,282
-199
-0.7% -$32.1K 1.07% 24
2021
Q3 		$4.82M Buy
28,481
+54
+0.2% +$9.63K 1.23% 20
2021
Q2 		$5M Sell
28,427
-1,744
-6% -$314K 1.28% 20
2021
Q1 		$5.57M Sell
30,171
-1,186
-4% -$219K 1.56% 16
2020
Q4 		$5.95M Buy
+31,357
New +$4.5M 1.62% 15

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

SOA Wealth Advisors's DIS Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Walt Disney (DIS) stake by 2.4% in Q2 2026, selling an estimated $15.9K and leaving 6,332 shares worth $609K. The position accounts for 0.1% of the portfolio, ranked #115.

SOA Wealth Advisors first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.95M in Q4 2020. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • SOA Wealth Advisors held 6,332 shares of Walt Disney worth $609K as of Q2 2026.
  • SOA Wealth Advisors sold 156 Walt Disney shares in Q2 2026, an estimated $15.9K.
  • Walt Disney made up 0.1% of SOA Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • SOA Wealth Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Walt Disney position peaked at $5.95M in Q4 2020.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.