VFA
DIS icon

Valeo Financial Advisors’s Walt Disney DIS Stock Holding History

Valeo Financial 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 		– Sell
-400
Closed -$4.03K – 851
2026
Q1 		$4.03K Buy
+400
New +$42.3K ﹤0.01% 750
2024
Q1 		– Sell
-100
Closed -$9 – 677
2023
Q4 		$9 Hold
100
– – ﹤0.01% 663
2023
Q3 		$8 Hold
100
– – ﹤0.01% 643
2023
Q2 		$9 Hold
100
– – ﹤0.01% 610
2023
Q1 		$10 Sell
100
-1,000
-91% -$101K ﹤0.01% 632
2022
Q4 		$93 Buy
1,100
+900
+450% +$86.1K ﹤0.01% 546
2022
Q3 		$19K Buy
200
+100
+100% +$10.7K ﹤0.01% 494
2022
Q2 		$9K Sell
100
-4,300
-98% -$477K ﹤0.01% 505
2022
Q1 		$586K Buy
4,400
+4,000
+1,000% +$578K 0.03% 296
2021
Q4 		$42K Buy
+400
New +$64.6K ﹤0.01% 569
2021
Q2 		– Sell
-100
Closed -$18K – 834
2021
Q1 		$18K Buy
+100
New +$18.4K ﹤0.01% 1198
2020
Q2 		– Sell
-100
Closed -$10K – 2052
2020
Q1 		$10K Buy
+100
New +$12.6K ﹤0.01% 1085

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

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. 835 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.
  • 835 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.