TWA
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TCI Wealth Advisors’s Walt Disney DIS Stock Holding History

TCI Wealth 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 		$393K Sell
4,078
-126
-3% -$12.8K 0.02% 178
2026
Q1 		$405K Sell
4,204
-650
-13% -$68.7K 0.02% 166
2025
Q4 		$552K Sell
4,854
-357
-7% -$39.3K 0.03% 140
2025
Q3 		$597K Buy
5,211
+177
+4% +$20.8K 0.04% 137
2025
Q2 		$624K Sell
5,034
-465
-8% -$48.3K 0.04% 127
2025
Q1 		$543K Sell
5,499
-374
-6% -$40.2K 0.04% 120
2024
Q4 		$654K Sell
5,873
-356
-6% -$37.4K 0.05% 109
2024
Q3 		$599K Sell
6,229
-19
-0.3% -$1.75K 0.05% 115
2024
Q2 		$620K Buy
6,248
+717
+13% +$77.2K 0.06% 107
2024
Q1 		$677K Buy
5,531
+273
+5% +$28.5K 0.07% 102
2023
Q4 		$475K Sell
5,258
-362
-6% -$31.9K 0.05% 118
2023
Q3 		$455K Buy
5,620
+428
+8% +$36.6K 0.06% 117
2023
Q2 		$464K Buy
5,192
+13
+0.3% +$1.23K 0.06% 116
2023
Q1 		$519K Sell
5,179
-236
-4% -$23.8K 0.07% 104
2022
Q4 		$470K Sell
5,415
-57
-1% -$5.45K 0.07% 106
2022
Q3 		$516K Sell
5,472
-363
-6% -$38.8K 0.08% 93
2022
Q2 		$551K Buy
5,835
+810
+16% +$89.9K 0.08% 96
2022
Q1 		$689K Sell
5,025
-178
-3% -$25.7K 0.1% 83
2021
Q4 		$806K Sell
5,203
-351
-6% -$56.7K 0.12% 72
2021
Q3 		$940K Sell
5,554
-389
-7% -$69.3K 0.14% 71
2021
Q2 		$1.04M Buy
5,943
+40
+0.7% +$7.19K 0.18% 60
2021
Q1 		$1.09M Sell
5,903
-155
-3% -$28.6K 0.46% 49
2020
Q4 		$1.1M Sell
6,058
-2,939
-33% -$422K 0.49% 49
2020
Q3 		$1.12M Sell
8,997
-291
-3% -$36.4K 0.44% 53
2020
Q2 		$1.04M Buy
9,288
+77
+0.8% +$8.5K 0.44% 50
2020
Q1 		$890K Buy
9,211
+428
+5% +$54.1K 0.44% 51
2019
Q4 		$1.27M Buy
8,783
+160
+2% +$22.3K 0.49% 48
2019
Q3 		$1.12M Buy
8,623
+6
+0.1% +$830 0.5% 48
2019
Q2 		$1.2M Sell
8,617
-177
-2% -$23.5K 0.54% 45
2019
Q1 		$976K Buy
8,794
+85
+1% +$9.5K 0.43% 54
2018
Q4 		$955K Sell
8,709
-363
-4% -$41.3K 0.46% 52
2018
Q3 		$1.06M Buy
9,072
+424
+5% +$47.2K 0.44% 54
2018
Q2 		$906K Sell
8,648
-178
-2% -$18.2K 0.4% 58
2018
Q1 		$887K Buy
8,826
+524
+6% +$55.7K 0.41% 60
2017
Q4 		$893K Sell
8,302
-163
-2% -$16.8K 0.39% 63
2017
Q3 		$834K Buy
8,465
+130
+2% +$13.4K 0.41% 58
2017
Q2 		$886K Sell
8,335
-126
-1% -$13.8K 0.45% 54
2017
Q1 		$959K Buy
8,461
+3
+0% +$330 0.5% 48
2016
Q4 		$882K Buy
8,458
+161
+2% +$15.7K 0.46% 49
2016
Q3 		$770K Buy
8,297
+2
+0% +$192 0.42% 59
2016
Q2 		$811K Hold
8,295
– – 0.45% 56
2016
Q1 		$824K Sell
8,295
-798
-9% -$77K 0.46% 56
2015
Q4 		$955K Buy
9,093
+760
+9% +$84.7K 0.53% 48
2015
Q3 		$852K Buy
8,333
+138
+2% +$15K 0.51% 50
2015
Q2 		$935K Buy
8,195
+445
+6% +$48.9K 0.54% 47
2015
Q1 		$813K Sell
7,750
-81
-1% -$8.17K 0.51% 49
2014
Q4 		$738K Buy
7,831
+42
+0.5% +$3.79K 0.46% 53
2014
Q3 		$693K Buy
7,789
+246
+3% +$21.7K 0.44% 53
2014
Q2 		$647K Hold
7,543
– – 0.39% 58
2014
Q1 		$604K Sell
7,543
-595
-7% -$46.1K 0.39% 60
2013
Q4 		$622K Buy
8,138
+780
+11% +$54K 0.39% 57
2013
Q3 		$475K Sell
7,358
-5
-0.1% -$321 0.36% 57
2013
Q2 		$465K Buy
+7,363
New +$465K 0.35% 61

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TCI Wealth Advisors's DIS Position: Q2 2026 in Review

TCI Wealth Advisors reduced its Walt Disney (DIS) stake by 3% in Q2 2026, selling an estimated $12.8K and leaving 4,078 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #178.

TCI Wealth Advisors first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.27M in Q4 2019. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • TCI Wealth Advisors held 4,078 shares of Walt Disney worth $393K as of Q2 2026.
  • TCI Wealth Advisors sold 126 Walt Disney shares in Q2 2026, an estimated $12.8K.
  • Walt Disney made up 0.02% of TCI Wealth Advisors's portfolio in Q2 2026, its #178 holding.
  • TCI Wealth Advisors first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • TCI Wealth Advisors's Walt Disney position peaked at $1.27M in Q4 2019.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.