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Steward Partners Investment Advisory’s Walt Disney DIS Stock Holding History

Steward Partners Investment Advisory’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 		$20.5M Sell
212,883
-205,202
-49% -$20.9M 0.1% 190
2026
Q1 		$40.3M Buy
418,085
+27,210
+7% +$2.88M 0.21% 90
2025
Q4 		$44.5M Buy
390,875
+70,856
+22% +$7.8M 0.24% 79
2025
Q3 		$36.6M Buy
320,019
+209,757
+190% +$24.7M 0.21% 90
2025
Q2 		$13.7M Buy
110,262
+7,308
+7% +$759K 0.11% 190
2025
Q1 		$10.2M Buy
102,954
+9,296
+10% +$999K 0.09% 221
2024
Q4 		$10.4M Sell
93,658
-1,582
-2% -$166K 0.09% 215
2024
Q3 		$9.16M Sell
95,240
-2,021
-2% -$186K 0.08% 235
2024
Q2 		$9.66M Sell
97,261
-537
-0.5% -$57.8K 0.1% 201
2024
Q1 		$12M Buy
97,798
+32,882
+51% +$3.43M 0.13% 171
2023
Q4 		$5.86M Buy
64,916
+2,152
+3% +$190K 0.08% 249
2023
Q3 		$5.09M Sell
62,764
-327
-0.5% -$27.9K 0.08% 255
2023
Q2 		$5.63M Sell
63,091
-4,390
-7% -$416K 0.08% 241
2023
Q1 		$6.76M Sell
67,481
-6,819
-9% -$687K 0.11% 203
2022
Q4 		$6.46M Sell
74,300
-9,593
-11% -$918K 0.11% 204
2022
Q3 		$7.91M Sell
83,893
-2,418
-3% -$259K 0.15% 163
2022
Q2 		$8.15M Sell
86,311
-5,998
-6% -$666K 0.15% 159
2022
Q1 		$12.7M Sell
92,309
-10,552
-10% -$1.53M 0.2% 121
2021
Q4 		$15.9M Sell
102,861
-7,300
-7% -$1.18M 0.24% 96
2021
Q3 		$18.6M Sell
110,161
-7,748
-7% -$1.38M 0.32% 68
2021
Q2 		$20.7M Sell
117,909
-23,036
-16% -$4.14M 0.35% 54
2021
Q1 		$26M Buy
140,945
+20,699
+17% +$3.82M 0.46% 42
2020
Q4 		$21.8M Buy
120,246
+7,911
+7% +$1.14M 0.47% 42
2020
Q3 		$13.9M Buy
112,335
+16,911
+18% +$2.11M 0.35% 65
2020
Q2 		$10.6M Sell
95,424
-254
-0.3% -$28K 0.3% 79
2020
Q1 		$9.24M Buy
95,678
+6,622
+7% +$837K 0.34% 72
2019
Q4 		$12.9M Buy
89,056
+2,633
+3% +$368K 0.38% 63
2019
Q3 		$11.3M Buy
86,423
+10,097
+13% +$1.4M 0.38% 59
2019
Q2 		$10.7M Buy
76,326
+11,318
+17% +$1.5M 0.39% 60
2019
Q1 		$7.22M Sell
65,008
-17,432
-21% -$1.95M 0.31% 82
2018
Q4 		$9.04M Buy
82,440
+9,212
+13% +$1.05M 0.44% 56
2018
Q3 		$8.56M Buy
73,228
+4,362
+6% +$486K 0.41% 59
2018
Q2 		$7.22M Buy
68,866
+6,023
+10% +$616K 0.43% 46
2018
Q1 		$6.31M Buy
62,843
+1,789
+3% +$190K 0.43% 44
2017
Q4 		$6.56M Buy
61,054
+28,986
+90% +$2.99M 0.5% 39
2017
Q3 		$3.16M Buy
32,068
+772
+2% +$79.4K 0.32% 80
2017
Q2 		$3.33M Buy
31,296
+14,415
+85% +$1.58M 0.37% 69
2017
Q1 		$1.91M Buy
16,881
+5,767
+52% +$635K 0.29% 79
2016
Q4 		$1.16M Buy
+11,114
New +$1.08M 0.53% 39

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

Steward Partners Investment Advisory's DIS Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Walt Disney (DIS) stake by 49% in Q2 2026, selling an estimated $20.9M and leaving 212,883 shares worth $20.5M. The position accounts for 0.1% of the portfolio, ranked #190.

Steward Partners Investment Advisory first reported a position in DIS in Q4 2016 and has held it in 39 quarters since. The position peaked at $44.5M in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Steward Partners Investment Advisory held 212,883 shares of Walt Disney worth $20.5M as of Q2 2026.
  • Steward Partners Investment Advisory sold 205,202 Walt Disney shares in Q2 2026, an estimated $20.9M.
  • Walt Disney made up 0.1% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #190 holding.
  • Steward Partners Investment Advisory first reported a position in Walt Disney in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's Walt Disney position peaked at $44.5M in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.