WSWA
DIS icon

Warren Street Wealth Advisors’s Walt Disney DIS Stock Holding History

Warren Street 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 		– Sell
-2,095
Closed -$202K – 159
2026
Q1 		$202K Buy
+2,095
New +$221K 0.05% 125
2025
Q4 		– Sell
-2,312
Closed -$265K – 133
2025
Q3 		$265K Sell
2,312
-10
-0.4% -$1.18K 0.08% 109
2025
Q2 		$288K Sell
2,322
-378
-14% -$39.3K 0.09% 95
2025
Q1 		$266K Buy
2,700
+703
+35% +$75.5K 0.1% 88
2024
Q4 		$222K Sell
1,997
-157
-7% -$16.5K 0.09% 93
2024
Q3 		$207K Sell
2,154
-299
-12% -$27.5K 0.09% 102
2024
Q2 		$244K Buy
2,453
+218
+10% +$23.5K 0.12% 85
2024
Q1 		$273K Buy
+2,235
New +$233K 0.14% 78

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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

Warren Street Wealth Advisors's DIS Position: Q2 2026 in Review

Warren Street Wealth Advisors sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 2,095 shares — an estimated $202K sold.

Warren Street Wealth Advisors first reported a position in DIS in Q1 2024 and held it in 8 quarters. The position peaked at $288K in Q2 2025. 1,246 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Warren Street Wealth Advisors reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Warren Street Wealth Advisors sold 2,095 Walt Disney shares in Q2 2026, an estimated $202K.
  • Warren Street Wealth Advisors first reported a position in Walt Disney in Q1 2024 and held it in 8 quarters.
  • Warren Street Wealth Advisors's Walt Disney position peaked at $288K in Q2 2025.
  • 1,246 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.