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Strategic Advocates’s Walt Disney DIS Stock Holding History

Strategic Advocates’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 		$61.3K Hold
637
– – 0.24% 77
2026
Q1 		$61.4K Sell
637
-641
-50% -$67.7K 0.27% 69
2025
Q4 		$147K Sell
1,278
-366
-22% -$40.3K 0.04% 134
2025
Q3 		$188K Sell
1,644
-83
-5% -$9.78K 0.05% 129
2025
Q2 		$214K Buy
+1,727
New +$179K 0.06% 120
2025
Q1 		– Sell
-1,974
Closed -$220K – 118
2024
Q4 		$220K Sell
1,974
-947
-32% -$99.5K 0.07% 99
2024
Q3 		$281K Buy
2,921
+190
+7% +$17.5K 0.1% 96
2024
Q2 		$271K Sell
2,731
-1,548
-36% -$167K 0.11% 99
2024
Q1 		$524K Buy
4,279
+1,406
+49% +$147K 0.2% 72
2023
Q4 		$259K Sell
2,873
-360
-11% -$31.7K 0.11% 120
2023
Q3 		$262K Buy
+3,233
New +$276K 0.12% 116

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

Strategic Advocates's DIS Position: Q2 2026 in Review

Strategic Advocates held its Walt Disney (DIS) position steady in Q2 2026 at 637 shares worth $61.3K. The position accounts for 0.24% of the portfolio, ranked #77.

Strategic Advocates first reported a position in DIS in Q3 2023 and has held it in 11 quarters since. The position peaked at $524K in Q1 2024. 2,935 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Strategic Advocates held 637 shares of Walt Disney worth $61.3K as of Q2 2026.
  • Strategic Advocates left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.24% of Strategic Advocates's portfolio in Q2 2026, its #77 holding.
  • Strategic Advocates first reported a position in Walt Disney in Q3 2023 and has held it in 11 quarters since.
  • Strategic Advocates's Walt Disney position peaked at $524K in Q1 2024.
  • 2,935 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.