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Sovran Advisors’s Walt Disney DIS Stock Holding History

Sovran 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 		$469K Sell
4,738
-96
-2% -$9.79K 0.03% 396
2026
Q1 		$502K Buy
4,834
+594
+14% +$62.8K 0.04% 369
2025
Q4 		$481K Sell
4,240
-72
-2% -$7.93K 0.04% 352
2025
Q3 		$482K Buy
4,312
+472
+12% +$55.6K 0.04% 347
2025
Q2 		$468K Buy
3,840
+77
+2% +$8K 0.05% 325
2025
Q1 		$319K Sell
3,763
-3,109
-45% -$334K 0.04% 364
2024
Q4 		$743K Buy
+6,872
New +$722K 0.11% 193

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

Sovran Advisors's DIS Position: Q2 2026 in Review

Sovran Advisors reduced its Walt Disney (DIS) stake by 2% in Q2 2026, selling an estimated $9.79K and leaving 4,738 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #396.

Sovran Advisors first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $743K in Q4 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Sovran Advisors held 4,738 shares of Walt Disney worth $469K as of Q2 2026.
  • Sovran Advisors sold 96 Walt Disney shares in Q2 2026, an estimated $9.79K.
  • Walt Disney made up 0.03% of Sovran Advisors's portfolio in Q2 2026, its #396 holding.
  • Sovran Advisors first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's Walt Disney position peaked at $743K in Q4 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.