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Strategic Investment Advisors’s Walt Disney DIS Stock Holding History

Strategic Investment 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 		$1.03M Buy
10,653
+3,263
+44% +$333K 0.06% 150
2026
Q1 		$712K Buy
7,390
+3,750
+103% +$396K 0.05% 182
2025
Q4 		$414K Sell
3,640
-686
-16% -$75.5K 0.04% 185
2025
Q3 		$495K Sell
4,326
-218
-5% -$25.7K 0.04% 174
2025
Q2 		$559K Sell
4,544
-545
-11% -$56.6K 0.05% 151
2025
Q1 		$502K Buy
5,089
+1,655
+48% +$178K 0.05% 164
2024
Q4 		$382K Buy
+3,434
New +$361K 0.04% 195
2023
Q3 		– Sell
-4,337
Closed -$387K – 235
2023
Q2 		$387K Buy
4,337
+235
+6% +$22.3K 0.05% 151
2023
Q1 		$411K Sell
4,102
-1,853
-31% -$187K 0.07% 174
2022
Q4 		$517K Buy
5,955
+3,705
+165% +$354K 0.11% 147
2022
Q3 		$212K Sell
2,250
-611
-21% -$65.4K 0.05% 167
2022
Q2 		$270K Sell
2,861
-3,726
-57% -$414K 0.05% 182
2022
Q1 		$903K Buy
6,587
+239
+4% +$34.6K 0.17% 102
2021
Q4 		$983K Buy
6,348
+459
+8% +$74.1K 0.19% 109
2021
Q3 		$996K Buy
+5,889
New +$1.05M 0.22% 100
2020
Q2 		– Sell
-2,844
Closed -$275K – 171
2020
Q1 		$275K Buy
2,844
+284
+11% +$35.9K 0.13% 124
2019
Q4 		$370K Buy
2,560
+45
+2% +$6.28K 0.15% 109
2019
Q3 		$328K Buy
2,515
+197
+8% +$27.2K 0.16% 104
2019
Q2 		$317K Buy
+2,318
New +$307K 0.17% 94

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 $3.38T AUM 44.17% 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 Investment Advisors's DIS Position: Q2 2026 in Review

Strategic Investment Advisors increased its Walt Disney (DIS) stake by 44% in Q2 2026, buying an estimated $333K and bringing the position to 10,653 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #150.

Strategic Investment Advisors first reported a position in DIS in Q2 2019 and has held it in 19 quarters since. 2,946 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Strategic Investment Advisors held 10,653 shares of Walt Disney worth $1.03M as of Q2 2026.
  • Strategic Investment Advisors bought 3,263 Walt Disney shares in Q2 2026, an estimated $333K.
  • Walt Disney made up 0.06% of Strategic Investment Advisors's portfolio in Q2 2026, its #150 holding.
  • Strategic Investment Advisors first reported a position in Walt Disney in Q2 2019 and has held it in 19 quarters since.
  • 2,946 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.