Valeo Financial Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.63M | Sell |
58,453
-3,009
| -5% | -$307K | 0.12% | 86 |
|
|
2026
Q1 | $5.92M | Sell |
61,462
-10,154
| -14% | -$1.07M | 0.14% | 75 |
|
|
2025
Q4 | $8.15M | Sell |
71,616
-530
| -0.7% | -$58.4K | 0.18% | 60 |
|
|
2025
Q3 | $8.26M | Sell |
72,146
-3,846
| -5% | -$453K | 0.19% | 59 |
|
|
2025
Q2 | $9.42M | Sell |
75,992
-24,933
| -25% | -$2.59M | 0.23% | 50 |
|
|
2025
Q1 | $6.97M | Buy |
100,925
+134
| +0.1% | +$14.4K | 0.19% | 58 |
|
|
2024
Q4 | $7.84M | Sell |
100,791
-1,338
| -1% | -$141K | 0.22% | 52 |
|
|
2024
Q3 | $6.91M | Sell |
102,129
-4,062
| -4% | -$374K | 0.2% | 61 |
|
|
2024
Q2 | $7.53M | Sell |
106,191
-1,374
| -1% | -$148K | 0.24% | 53 |
|
|
2024
Q1 | $8.79M | Sell |
107,565
-8,789
| -8% | -$918K | 0.32% | 41 |
|
|
2023
Q4 | $7.77M | Buy |
116,354
+2,225
| +2% | +$196K | 0.31% | 41 |
|
|
2023
Q3 | $6.8M | Sell |
114,129
-1,726
| -1% | -$147K | 0.31% | 45 |
|
|
2023
Q2 | $7.64M | Sell |
115,855
-1,388
| -1% | -$131K | 0.35% | 39 |
|
|
2023
Q1 | $8.7M | Buy |
117,243
+2,271
| +2% | +$229K | 0.42% | 28 |
|
|
2022
Q4 | $7.36M | Buy |
114,972
+1,859
| +2% | +$178K | 0.4% | 34 |
|
|
2022
Q3 | $7.81M | Buy |
113,113
+4,364
| +4% | +$467K | 0.5% | 29 |
|
|
2022
Q2 | $7.41M | Sell |
108,749
-2,106
| -2% | -$234K | 0.46% | 33 |
|
|
2022
Q1 | $10.4M | Buy |
110,855
+16,316
| +17% | +$2.36M | 0.53% | 29 |
|
|
2021
Q4 | $9.93M | Buy |
94,539
+2,755
| +3% | +$445K | 0.54% | 29 |
|
|
2021
Q3 | $10.4M | Buy |
91,784
+4,065
| +5% | +$725K | 0.59% | 27 |
|
|
2021
Q2 | $10.1M | Sell |
87,719
-1,105
| -1% | -$199K | 0.61% | 26 |
|
|
2021
Q1 | $10.8M | Sell |
88,824
-84,555
| -49% | -$15.6M | 0.5% | 25 |
|
|
2020
Q4 | $11M | Buy |
173,379
+115,790
| +201% | +$16.6M | 0.56% | 24 |
|
|
2020
Q3 | $7.15M | Sell |
57,589
-3,352
| -6% | -$419K | 0.62% | 22 |
|
|
2020
Q2 | $6.8M | Sell |
60,941
-1,680
| -3% | -$185K | 0.62% | 26 |
|
|
2020
Q1 | $6.54M | Buy |
62,621
+5,207
| +9% | +$658K | 0.69% | 23 |
|
|
2019
Q4 | $8.3M | Sell |
57,414
-1,197
| -2% | -$167K | 0.81% | 17 |
|
|
2019
Q3 | $7.64M | Buy |
58,611
+712
| +1% | +$98.5K | 0.84% | 17 |
|
|
2019
Q2 | $8.09M | Buy |
57,899
+600
| +1% | +$79.6K | 0.93% | 17 |
|
|
2019
Q1 | $6.36M | Buy |
57,299
+2,636
| +5% | +$295K | 0.77% | 20 |
|
|
2018
Q4 | $5.99M | Buy |
54,663
+2,600
| +5% | +$296K | 0.84% | 19 |
|
|
2018
Q3 | $5.98M | Buy |
52,063
+1,035
| +2% | +$115K | 0.81% | 20 |
|
|
2018
Q2 | $5.72M | Buy |
51,028
+4,080
| +9% | +$417K | 0.8% | 21 |
|
|
2018
Q1 | $4.71M | Buy |
46,948
+139
| +0.3% | +$14.8K | 0.76% | 22 |
|
|
2017
Q4 | $5.03M | Buy |
46,809
+13,332
| +40% | +$1.37M | 0.83% | 22 |
|
|
2017
Q3 | $3.3M | Buy |
+33,477
| New | +$3.44M | 0.75% | 27 |
|
Other funds holding DIS
Valeo Financial Advisors's DIS Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Walt Disney (DIS) stake by 4.9% in Q2 2026, selling an estimated $307K and leaving 58,453 shares worth $5.63M. The position accounts for 0.12% of the portfolio, ranked #86.
Valeo Financial Advisors first reported a position in DIS in Q3 2017 and has held it in 36 quarters since. The position peaked at $11M in Q4 2020. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Valeo Financial Advisors held 58,453 shares of Walt Disney worth $5.63M as of Q2 2026.
- Valeo Financial Advisors sold 3,009 Walt Disney shares in Q2 2026, an estimated $307K.
- Walt Disney made up 0.12% of Valeo Financial Advisors's portfolio in Q2 2026, its #86 holding.
- Valeo Financial Advisors first reported a position in Walt Disney in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Walt Disney position peaked at $11M in Q4 2020.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.