St. Clair Advisors’s Walt Disney DIS Stock Holding History

St. Clair 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	$374K	Hold	3,883	–	–	0.1%	71
2026 Q1	$374K	Sell	3,883 -150	-4%	-$15.9K	0.1%	72
2025 Q4	$459K	Hold	4,033	–	–	0.12%	68
2025 Q3	$462K	Hold	4,033	–	–	0.12%	68
2025 Q2	$500K	Hold	4,033	–	–	0.13%	62
2025 Q1	$398K	Hold	4,033	–	–	0.11%	68
2024 Q4	$449K	Buy	4,033 +33	+0.8%	+$3.47K	0.13%	67
2024 Q3	$385K	Sell	4,000 -1,475	-27%	-$136K	0.11%	71
2024 Q2	$544K	Hold	5,475	–	–	0.17%	58
2024 Q1	$670K	Buy	5,475 +1,475	+37%	+$154K	0.22%	55
2023 Q4	$361K	Hold	4,000	–	–	0.12%	72
2023 Q3	$324K	Sell	4,000 -277	-6%	-$23.7K	0.13%	74
2023 Q2	$382K	Buy	4,277 +277	+7%	+$26.2K	0.15%	66
2023 Q1	$401K	Buy	+4,000	New	+$403K	0.17%	66

Other funds holding DIS

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

St. Clair Advisors's DIS Position: Q2 2026 in Review

St. Clair Advisors held its Walt Disney (DIS) position steady in Q2 2026 at 3,883 shares worth $374K. The position accounts for 0.1% of the portfolio, ranked #71.

St. Clair Advisors first reported a position in DIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $670K in Q1 2024. 746 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

St. Clair Advisors held 3,883 shares of Walt Disney worth $374K as of Q2 2026.
St. Clair Advisors left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up 0.1% of St. Clair Advisors's portfolio in Q2 2026, its #71 holding.
St. Clair Advisors first reported a position in Walt Disney in Q1 2023 and has held it in 14 quarters since.
St. Clair Advisors's Walt Disney position peaked at $670K in Q1 2024.
746 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.