SIA
DIS icon

Soltis Investment Advisors’s Walt Disney DIS Stock Holding History

Soltis 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 		$762K Sell
7,918
-371
-4% -$37.8K 0.04% 287
2026
Q1 		$799K Buy
8,289
+683
+9% +$72.2K 0.05% 257
2025
Q4 		$865K Sell
7,606
-4
-0.1% -$441 0.06% 231
2025
Q3 		$871K Buy
7,610
+216
+3% +$25.4K 0.06% 217
2025
Q2 		$917K Buy
7,394
+152
+2% +$15.8K 0.07% 184
2025
Q1 		$715K Buy
7,242
+642
+10% +$69K 0.06% 199
2024
Q4 		$735K Buy
6,600
+229
+4% +$24.1K 0.07% 195
2024
Q3 		$613K Buy
6,371
+334
+6% +$30.7K 0.06% 209
2024
Q2 		$599K Sell
6,037
-1,198
-17% -$129K 0.06% 192
2024
Q1 		$885K Buy
7,235
+494
+7% +$51.6K 0.1% 155
2023
Q4 		$609K Buy
6,741
+6
+0.1% +$529 0.07% 170
2023
Q3 		$546K Sell
6,735
-166
-2% -$14.2K 0.07% 166
2023
Q2 		$616K Buy
6,901
+48
+0.7% +$4.55K 0.07% 155
2023
Q1 		$686K Sell
6,853
-595
-8% -$60K 0.09% 148
2022
Q4 		$647K Buy
7,448
+61
+0.8% +$5.83K 0.09% 146
2022
Q3 		$697K Buy
7,387
+276
+4% +$29.5K 0.1% 142
2022
Q2 		$671K Sell
7,111
-192
-3% -$21.3K 0.1% 146
2022
Q1 		$1M Sell
7,303
-538
-7% -$77.8K 0.14% 128
2021
Q4 		$1.21M Buy
7,841
+756
+11% +$122K 0.17% 120
2021
Q3 		$1.2M Buy
7,085
+182
+3% +$32.4K 0.19% 111
2021
Q2 		$1.21M Sell
6,903
-258
-4% -$46.4K 0.19% 102
2021
Q1 		$1.32M Sell
7,161
-1,417
-17% -$261K 0.24% 85
2020
Q4 		$1.55M Sell
8,578
-7,093
-45% -$1.02M 0.29% 66
2020
Q3 		$1.94M Buy
15,671
+1,111
+8% +$139K 0.46% 41
2020
Q2 		$1.62M Buy
14,560
+8,470
+139% +$935K 0.42% 43
2020
Q1 		$588K Buy
6,090
+2,710
+80% +$343K 0.18% 68
2019
Q4 		$489K Buy
+3,380
New +$472K 0.09% 89

Other funds holding DIS

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
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 22.94% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

Soltis Investment Advisors reduced its Walt Disney (DIS) stake by 4.5% in Q2 2026, selling an estimated $37.8K and leaving 7,918 shares worth $762K. The position accounts for 0.04% of the portfolio, ranked #287.

Soltis Investment Advisors first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.94M in Q3 2020. 1,542 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Soltis Investment Advisors held 7,918 shares of Walt Disney worth $762K as of Q2 2026.
  • Soltis Investment Advisors sold 371 Walt Disney shares in Q2 2026, an estimated $37.8K.
  • Walt Disney made up 0.04% of Soltis Investment Advisors's portfolio in Q2 2026, its #287 holding.
  • Soltis Investment Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's Walt Disney position peaked at $1.94M in Q3 2020.
  • 1,542 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.