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Trust Investment Advisors’s Walt Disney DIS Stock Holding History

Trust 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 		$712K Sell
7,395
-190
-3% -$19.4K 0.34% 68
2026
Q1 		$731K Sell
7,585
-325
-4% -$34.3K 0.43% 68
2025
Q4 		$900K Sell
7,910
-397
-5% -$43.7K 0.48% 63
2025
Q3 		$951K Buy
8,307
+142
+2% +$16.7K 0.53% 59
2025
Q2 		$1.01M Sell
8,165
-188
-2% -$19.5K 0.61% 51
2025
Q1 		$824K Buy
8,353
+465
+6% +$50K 0.53% 55
2024
Q4 		$878K Sell
7,888
-783
-9% -$82.3K 0.56% 53
2024
Q3 		$834K Sell
8,671
-541
-6% -$49.8K 0.53% 63
2024
Q2 		$915K Buy
9,212
+375
+4% +$40.4K 0.58% 60
2024
Q1 		$1.08M Sell
8,837
-355
-4% -$37.1K 0.78% 53
2023
Q4 		$830K Sell
9,192
-3,928
-30% -$346K 0.65% 58
2023
Q3 		$1.06M Buy
13,120
+58
+0.4% +$4.95K 0.91% 43
2023
Q2 		$1.17M Buy
13,062
+707
+6% +$67K 0.94% 44
2023
Q1 		$1.24M Buy
12,355
+3,883
+46% +$391K 1.11% 38
2022
Q4 		$736K Sell
8,472
-4,186
-33% -$400K 0.69% 55
2022
Q3 		$1.19M Buy
12,658
+3,808
+43% +$408K 1.25% 29
2022
Q2 		$835K Sell
8,850
-23
-0.3% -$2.55K 0.8% 54
2022
Q1 		$1.22M Buy
8,873
+89
+1% +$12.9K 0.99% 44
2021
Q4 		$1.36M Buy
8,784
+89
+1% +$14.4K 1.07% 37
2021
Q3 		$1.47M Buy
8,695
+83
+1% +$14.8K 1.32% 24
2021
Q2 		$1.51M Buy
8,612
+280
+3% +$50.4K 1.34% 22
2021
Q1 		$1.54M Sell
8,332
-194
-2% -$35.8K 1.51% 15
2020
Q4 		$1.54M Sell
8,526
-71
-0.8% -$10.2K 1.57% 17
2020
Q3 		$1.07M Sell
8,597
-180
-2% -$22.5K 1.24% 28
2020
Q2 		$979K Buy
+8,777
New +$969K 1.26% 23
2016
Q2 		– Sell
-2,702
Closed -$268K – 85
2016
Q1 		$268K Buy
2,702
+100
+4% +$9.65K 0.3% 84
2015
Q4 		$273K Sell
2,602
-398
-13% -$44.4K 0.33% 78
2015
Q3 		$307K Buy
+3,000
New +$327K 0.35% 84

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

Trust Investment Advisors's DIS Position: Q2 2026 in Review

Trust Investment Advisors reduced its Walt Disney (DIS) stake by 2.5% in Q2 2026, selling an estimated $19.4K and leaving 7,395 shares worth $712K. The position accounts for 0.34% of the portfolio, ranked #68.

Trust Investment Advisors first reported a position in DIS in Q3 2015 and has held it in 28 quarters since. The position peaked at $1.54M in Q4 2020. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Trust Investment Advisors held 7,395 shares of Walt Disney worth $712K as of Q2 2026.
  • Trust Investment Advisors sold 190 Walt Disney shares in Q2 2026, an estimated $19.4K.
  • Walt Disney made up 0.34% of Trust Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • Trust Investment Advisors first reported a position in Walt Disney in Q3 2015 and has held it in 28 quarters since.
  • Trust Investment Advisors's Walt Disney position peaked at $1.54M in Q4 2020.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Trust Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.