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Sterling Investment Advisors (Pennsylvania)’s Walt Disney DIS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$341K Sell
3,548
-621
-15% -$63.3K 0.06% 178
2026
Q1 		$402K Sell
4,169
-974
-19% -$103K 0.07% 154
2025
Q4 		$585K Sell
5,143
-136
-3% -$15K 0.11% 132
2025
Q3 		$604K Sell
5,279
-169
-3% -$19.9K 0.12% 122
2025
Q2 		$676K Sell
5,448
-421
-7% -$43.7K 0.15% 116
2025
Q1 		$579K Buy
5,869
+128
+2% +$13.8K 0.14% 114
2024
Q4 		$639K Buy
5,741
+42
+0.7% +$4.41K 0.16% 96
2024
Q3 		$548K Sell
5,699
-591
-9% -$54.4K 0.14% 102
2024
Q2 		$625K Buy
6,290
+152
+2% +$16.4K 0.17% 89
2024
Q1 		$751K Buy
6,138
+4
+0.1% +$418 0.21% 90
2023
Q4 		$554K Sell
6,134
-1,105
-15% -$97.4K 0.17% 93
2023
Q3 		$587K Sell
7,239
-1,276
-15% -$109K 0.2% 90
2023
Q2 		$760K Sell
8,515
-1,445
-15% -$137K 0.25% 83
2023
Q1 		$997K Buy
9,960
+805
+9% +$81.2K 0.34% 78
2022
Q4 		$795K Sell
9,155
-188
-2% -$18K 0.28% 87
2022
Q3 		$881K Buy
9,343
+147
+2% +$15.7K 0.33% 77
2022
Q2 		$868K Buy
9,196
+1,680
+22% +$186K 0.3% 80
2022
Q1 		$1.03M Buy
7,516
+20
+0.3% +$2.89K 0.29% 85
2021
Q4 		$1.16M Buy
7,496
+75
+1% +$12.1K 0.33% 79
2021
Q3 		$1.25M Buy
7,421
+100
+1% +$17.8K 0.37% 76
2021
Q2 		$1.29M Buy
7,321
+70
+1% +$12.6K 0.38% 75
2021
Q1 		$1.34M Buy
7,251
+82
+1% +$15.1K 0.43% 70
2020
Q4 		$1.3M Sell
7,169
-250
-3% -$35.9K 0.44% 65
2020
Q3 		$921K Hold
7,419
– – 0.35% 69
2020
Q2 		$827K Sell
7,419
-1,175
-14% -$130K 0.34% 75
2020
Q1 		$830K Buy
8,594
+907
+12% +$115K 0.44% 64
2019
Q4 		$1.11M Buy
7,687
+2,600
+51% +$363K 0.51% 58
2019
Q3 		$663K Buy
5,087
+157
+3% +$21.7K 0.34% 74
2019
Q2 		$688K Hold
4,930
– – 0.35% 76
2019
Q1 		$547K Buy
4,930
+9
+0.2% +$1.01K 0.28% 83
2018
Q4 		$539K Buy
4,921
+400
+9% +$45.5K 0.32% 78
2018
Q3 		$529K Buy
4,521
+196
+5% +$21.8K 0.28% 78
2018
Q2 		$453K Buy
4,325
+250
+6% +$25.6K 0.27% 81
2018
Q1 		$409K Buy
4,075
+593
+17% +$63K 0.25% 80
2017
Q4 		$374K Buy
3,482
+7
+0.2% +$721 0.23% 82
2017
Q3 		$343K Hold
3,475
– – 0.23% 83
2017
Q2 		$369K Buy
3,475
+100
+3% +$10.9K 0.25% 82
2017
Q1 		$383K Sell
3,375
-125
-4% -$13.8K 0.28% 75
2016
Q4 		$365K Buy
+3,500
New +$341K 0.29% 69

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

Sterling Investment Advisors (Pennsylvania)'s DIS Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its Walt Disney (DIS) stake by 15% in Q2 2026, selling an estimated $63.3K and leaving 3,548 shares worth $341K. The position accounts for 0.06% of the portfolio, ranked #178.

Sterling Investment Advisors (Pennsylvania) first reported a position in DIS in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.34M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 3,548 shares of Walt Disney worth $341K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 621 Walt Disney shares in Q2 2026, an estimated $63.3K.
  • Walt Disney made up 0.06% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #178 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Walt Disney in Q4 2016 and has held it in 39 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Walt Disney position peaked at $1.34M in Q1 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.