Ulland Investment Advisors’s Walt Disney DIS Stock Holding History

Ulland 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	$14K	Buy	+150	New	+$15.3K	0.01%	172
2025 Q4	–	Sell	-46	Closed	-$5K	–	218
2025 Q3	$5K	Buy	+46	New	+$5.42K	﹤0.01%	196
2024 Q1	–	Sell	-3	Closed	–	–	229
2023 Q4	$0	Sell	3 -9	-75%	-$793	﹤0.01%	208
2023 Q3	$1K	Sell	12 -770	-98%	-$65.8K	﹤0.01%	203
2023 Q2	$70K	Sell	782 -50	-6%	-$4.74K	0.07%	90
2023 Q1	$83K	Hold	832	–	–	0.1%	75
2022 Q4	$72K	Buy	832 +528	+174%	+$50.5K	0.09%	80
2022 Q3	$29K	Hold	304	–	–	0.03%	116
2022 Q2	$29K	Sell	304 -40	-12%	-$4.44K	0.03%	123
2022 Q1	$47K	Sell	344 -4	-1%	-$578	0.04%	109
2021 Q4	$54K	Buy	+348	New	+$56.2K	0.03%	100

Other funds holding DIS

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

Ulland Investment Advisors opened a new position in Walt Disney (DIS) in Q2 2026: 150 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #172 among its holdings. This is a return to the name: Ulland Investment Advisors previously reported a position in DIS as recently as Q3 2025.

Ulland Investment Advisors first reported a position in DIS in Q4 2021 and has held it in 11 quarters since. The position peaked at $83K in Q1 2023. 1,504 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Ulland Investment Advisors held 150 shares of Walt Disney worth $14K as of Q2 2026.
Walt Disney was a new Ulland Investment Advisors position in Q2 2026.
Walt Disney made up 0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #172 holding.
Ulland Investment Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 11 quarters since.
Ulland Investment Advisors's Walt Disney position peaked at $83K in Q1 2023.
1,504 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.