Toth Financial Advisory’s Walt Disney DIS Stock Holding History

Toth Financial 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
2022 Q2	–	Sell	-100	Closed	-$14K	–	714
2022 Q1	$14K	Buy	+100	New	+$14.5K	﹤0.01%	428
2020 Q4	–	Sell	-100	Closed	-$12K	–	601
2020 Q3	$12K	Buy	+100	New	+$12.5K	﹤0.01%	358
2019 Q4	–	Sell	-100	Closed	-$13K	–	488
2019 Q3	$13K	Hold	100	–	–	﹤0.01%	299
2019 Q2	$14K	Hold	100	–	–	﹤0.01%	295
2019 Q1	$11K	Hold	100	–	–	﹤0.01%	297
2018 Q4	$11K	Hold	100	–	–	﹤0.01%	274
2018 Q3	$12K	Hold	100	–	–	﹤0.01%	300
2018 Q2	$10K	Buy	+100	New	+$10.2K	﹤0.01%	305

Other funds holding DIS

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Toth Financial Advisory's DIS Position: Q2 2026 in Review

Toth Financial Advisory reduced its Walt Disney (DIS) stake by 21% in Q2 2026, selling an estimated $1.37M and leaving 49,883 shares worth $4.8M. The position accounts for 0.47% of the portfolio, ranked #73.

Toth Financial Advisory first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.2M in Q4 2020. 1,103 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Toth Financial Advisory held 49,883 shares of Walt Disney worth $4.8M as of Q2 2026.
Toth Financial Advisory sold 13,445 Walt Disney shares in Q2 2026, an estimated $1.37M.
Walt Disney made up 0.47% of Toth Financial Advisory's portfolio in Q2 2026, its #73 holding.
Toth Financial Advisory first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
Toth Financial Advisory's Walt Disney position peaked at $11.2M in Q4 2020.
1,103 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.