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TRUE Private Wealth Advisors’s Walt Disney DIS Stock Holding History

TRUE Private 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 		$312K Buy
3,237
+11
+0.3% +$1.12K 0.03% 218
2026
Q1 		$311K Sell
3,226
-421
-12% -$44.5K 0.03% 213
2025
Q4 		$415K Sell
3,647
-219
-6% -$24.1K 0.04% 177
2025
Q3 		$443K Buy
3,866
+65
+2% +$7.66K 0.05% 172
2025
Q2 		$471K Buy
3,801
+830
+28% +$86.2K 0.05% 154
2025
Q1 		$293K Sell
2,971
-233
-7% -$25K 0.04% 188
2024
Q4 		$357K Sell
3,204
-5
-0.2% -$525 0.04% 161
2024
Q3 		$309K Sell
3,209
-1,306
-29% -$120K 0.04% 167
2024
Q2 		$448K Sell
4,515
-630
-12% -$67.8K 0.05% 172
2024
Q1 		$630K Buy
5,145
+383
+8% +$40K 0.07% 140
2023
Q4 		$430K Sell
4,762
-177
-4% -$15.6K 0.05% 173
2023
Q3 		$400K Buy
4,939
+288
+6% +$24.6K 0.06% 166
2023
Q2 		$415K Sell
4,651
-876
-16% -$83K 0.06% 148
2023
Q1 		$553K Sell
5,527
-295
-5% -$29.7K 0.08% 116
2022
Q4 		$506K Buy
5,822
+119
+2% +$11.4K 0.08% 116
2022
Q3 		$538K Sell
5,703
-672
-11% -$71.9K 0.08% 106
2022
Q2 		$601K Sell
6,375
-1,426
-18% -$158K 0.09% 109
2022
Q1 		$906K Sell
7,801
-570
-7% -$82.4K 0.13% 89
2021
Q4 		$1.3M Buy
8,371
+316
+4% +$51K 0.18% 77
2021
Q3 		$1.36M Hold
8,055
– – 0.2% 75
2021
Q2 		$1.42M Sell
8,055
-183
-2% -$32.9K 0.21% 74
2021
Q1 		$1.52M Buy
8,238
+883
+12% +$163K 0.25% 64
2020
Q4 		$1.33M Sell
7,355
-363
-5% -$52.1K 0.22% 70
2020
Q3 		$957K Sell
7,718
-428
-5% -$53.5K 0.16% 79
2020
Q2 		$908K Sell
8,146
-194
-2% -$21.4K 0.17% 82
2020
Q1 		$805K Sell
8,340
-1,901
-19% -$240K 0.17% 74
2019
Q4 		$1.49M Buy
10,241
+1,418
+16% +$198K 0.23% 62
2019
Q3 		$1.15M Buy
8,823
+265
+3% +$36.6K 0.2% 69
2019
Q2 		$1.2M Sell
8,558
-417
-5% -$55.3K 0.2% 69
2019
Q1 		$996K Sell
8,975
-10,804
-55% -$1.21M 0.19% 81
2018
Q4 		$2.19M Buy
19,779
+8,327
+73% +$947K 0.39% 50
2018
Q3 		$1.34M Buy
11,452
+162
+1% +$18K 0.19% 85
2018
Q2 		$1.18M Buy
11,290
+703
+7% +$71.9K 0.19% 85
2018
Q1 		$1.06M Sell
10,587
-21
-0.2% -$2.23K 0.18% 83
2017
Q4 		$1.15M Buy
10,608
+5,101
+93% +$525K 0.2% 73
2017
Q3 		$542K Sell
5,507
-2,775
-34% -$285K 0.12% 80
2017
Q2 		$879K Buy
8,282
+270
+3% +$29.6K 0.2% 66
2017
Q1 		$901K Sell
8,012
-426
-5% -$46.9K 0.21% 65
2016
Q4 		$939K Buy
8,438
+597
+8% +$58.2K 0.23% 59
2016
Q3 		$714K Buy
7,841
+353
+5% +$33.8K 0.23% 64
2016
Q2 		$732K Sell
7,488
-67
-0.9% -$6.7K 0.24% 58
2016
Q1 		$750K Sell
7,555
-173
-2% -$16.7K 0.29% 50
2015
Q4 		$812K Buy
+7,728
New +$861K 0.36% 44

Other funds holding DIS

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

TRUE Private Wealth Advisors's DIS Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its Walt Disney (DIS) stake by 0.34% in Q2 2026, buying an estimated $1.12K and bringing the position to 3,237 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #218.

TRUE Private Wealth Advisors first reported a position in DIS in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.19M in Q4 2018. 835 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • TRUE Private Wealth Advisors held 3,237 shares of Walt Disney worth $312K as of Q2 2026.
  • TRUE Private Wealth Advisors bought 11 Walt Disney shares in Q2 2026, an estimated $1.12K.
  • Walt Disney made up 0.03% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #218 holding.
  • TRUE Private Wealth Advisors first reported a position in Walt Disney in Q4 2015 and has held it in 43 quarters since.
  • TRUE Private Wealth Advisors's Walt Disney position peaked at $2.19M in Q4 2018.
  • 835 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.