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True North Advisors’s Walt Disney DIS Stock Holding History

True North 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 		$383K Buy
3,975
+500
+14% +$51K 0.04% 210
2026
Q1 		$335K Sell
3,475
-470
-12% -$49.7K 0.04% 197
2025
Q4 		$449K Sell
3,945
-260
-6% -$28.6K 0.06% 169
2025
Q3 		$481K Buy
4,205
+870
+26% +$102K 0.08% 135
2025
Q2 		$414K Sell
3,335
-36
-1% -$3.74K 0.08% 151
2025
Q1 		$333K Buy
3,371
+68
+2% +$7.31K 0.06% 177
2024
Q4 		$368K Buy
3,303
+139
+4% +$14.6K 0.09% 123
2024
Q3 		$304K Sell
3,164
-33
-1% -$3.04K 0.08% 135
2024
Q2 		$317K Buy
3,197
+220
+7% +$23.7K 0.08% 135
2024
Q1 		$364K Sell
2,977
-6,680
-69% -$698K 0.1% 124
2023
Q4 		$872K Sell
9,657
-988
-9% -$87.1K 0.22% 66
2023
Q3 		$863K Buy
10,645
+84
+0.8% +$7.17K 0.27% 72
2023
Q2 		$943K Sell
10,561
-12,862
-55% -$1.22M 0.27% 73
2023
Q1 		$2.35M Sell
23,423
-915
-4% -$92.2K 0.69% 31
2022
Q4 		$2.11M Hold
24,338
– – 0.72% 35
2022
Q3 		$2.29M Sell
24,338
-962
-4% -$103K 0.75% 30
2022
Q2 		$2.39M Sell
25,300
-684
-3% -$75.9K 0.74% 34
2022
Q1 		$3.56M Sell
25,984
-706
-3% -$102K 0.96% 19
2021
Q4 		$4.13M Buy
26,690
+72
+0.3% +$11.6K 0.7% 28
2021
Q3 		$4.5M Buy
26,618
+202
+0.8% +$36K 0.89% 23
2021
Q2 		$4.64M Sell
26,416
-100
-0.4% -$18K 0.97% 19
2021
Q1 		$4.89M Sell
26,516
-484
-2% -$89.3K 1.16% 14
2020
Q4 		$4.89M Sell
27,000
-109
-0.4% -$15.6K 1.26% 16
2020
Q3 		$3.36M Sell
27,109
-26,831
-50% -$3.35M 0.98% 24
2020
Q2 		$6.01M Buy
53,940
+12,087
+29% +$1.33M 1.45% 15
2020
Q1 		$4.04M Buy
41,853
+4,502
+12% +$569K 1.38% 21
2019
Q4 		$5.4M Buy
+37,351
New +$5.21M 1.52% 18

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

True North Advisors's DIS Position: Q2 2026 in Review

True North Advisors increased its Walt Disney (DIS) stake by 14% in Q2 2026, buying an estimated $51K and bringing the position to 3,975 shares worth $383K. The position accounts for 0.04% of the portfolio, ranked #210.

True North Advisors first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.01M in Q2 2020. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • True North Advisors held 3,975 shares of Walt Disney worth $383K as of Q2 2026.
  • True North Advisors bought 500 Walt Disney shares in Q2 2026, an estimated $51K.
  • Walt Disney made up 0.04% of True North Advisors's portfolio in Q2 2026, its #210 holding.
  • True North Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • True North Advisors's Walt Disney position peaked at $6.01M in Q2 2020.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.