Valued Wealth Advisors’s Walt Disney DIS Stock Holding History

Valued 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	$15.6K	Sell	161 -1	-0.6%	-$102	0.01%	236
2026 Q1	$15.6K	Buy	162 +13	+9%	+$1.37K	0.01%	215
2025 Q4	$17.1K	Buy	149 +1	+0.7%	+$110	0.01%	175
2025 Q3	$17K	Buy	148 +4	+3%	+$471	0.01%	167
2025 Q2	$17.8K	Sell	144 -34	-19%	-$3.53K	0.01%	154
2025 Q1	$17.5K	Buy	178 +1	+0.6%	+$107	0.01%	163
2024 Q4	$19.8K	Buy	177 +25	+16%	+$2.63K	0.01%	162
2024 Q3	$14.7K	Sell	152 -41	-21%	-$3.77K	0.01%	181
2024 Q2	$19.2K	Buy	193 +31	+19%	+$3.34K	0.01%	138
2024 Q1	$19.9K	Buy	162 +12	+8%	+$1.25K	0.01%	127
2023 Q4	$12.2K	Buy	+150	New	+$13.2K	0.01%	104

Other funds holding DIS

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Valued Wealth Advisors's DIS Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Walt Disney (DIS) stake by 0.62% in Q2 2026, selling an estimated $102 and leaving 161 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #236.

Valued Wealth Advisors first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.9K in Q1 2024. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Valued Wealth Advisors held 161 shares of Walt Disney worth $15.6K as of Q2 2026.
Valued Wealth Advisors sold 1 Walt Disney share in Q2 2026, an estimated $102.
Walt Disney made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #236 holding.
Valued Wealth Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Walt Disney position peaked at $19.9K in Q1 2024.
943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.