Souders Financial Advisors’s Walt Disney DIS Stock Holding History

Souders 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
2026 Q2	$241K	Buy	2,499 +263	+12%	+$26.8K	0.02%	211
2026 Q1	$215K	Buy	2,236 +17	+0.8%	+$1.8K	0.02%	209
2025 Q4	$252K	Buy	2,219 +77	+4%	+$8.48K	0.03%	193
2025 Q3	$245K	Buy	2,142 +149	+7%	+$17.5K	0.03%	187
2025 Q2	$247K	Buy	+1,993	New	+$207K	0.03%	180
2022 Q2	–	Sell	-1,673	Closed	-$230K	–	141
2022 Q1	$230K	Buy	1,673 +25	+2%	+$3.61K	0.07%	131
2021 Q4	$255K	Buy	1,648 +34	+2%	+$5.49K	0.07%	125
2021 Q3	$273K	Buy	1,614 +5	+0.3%	+$891	0.09%	119
2021 Q2	$283K	Buy	1,609 +33	+2%	+$5.93K	0.1%	112
2021 Q1	$291K	Buy	1,576 +19	+1%	+$3.5K	0.11%	103
2020 Q4	$282K	Buy	1,557 +2	+0.1%	+$287	0.12%	95
2020 Q3	$221K	Buy	+1,555	New	+$194K	0.1%	98
2020 Q2	–	Sell	-4,276	Closed	-$413K	–	100
2020 Q1	$413K	Buy	+4,276	New	+$541K	0.36%	61

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Souders Financial Advisors increased its Walt Disney (DIS) stake by 12% in Q2 2026, buying an estimated $26.8K and bringing the position to 2,499 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #211.

Souders Financial Advisors first reported a position in DIS in Q1 2020 and has held it in 13 quarters since. The position peaked at $413K in Q1 2020. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Souders Financial Advisors held 2,499 shares of Walt Disney worth $241K as of Q2 2026.
Souders Financial Advisors bought 263 Walt Disney shares in Q2 2026, an estimated $26.8K.
Walt Disney made up 0.02% of Souders Financial Advisors's portfolio in Q2 2026, its #211 holding.
Souders Financial Advisors first reported a position in Walt Disney in Q1 2020 and has held it in 13 quarters since.
Souders Financial Advisors's Walt Disney position peaked at $413K in Q1 2020.
2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.