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West Financial Advisors’s Walt Disney DIS Stock Holding History

West 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 		$482 Hold
5
– – ﹤0.01% 213
2026
Q1 		$482 Hold
5
– – ﹤0.01% 183
2025
Q4 		$569 Hold
5
– – ﹤0.01% 228
2025
Q3 		$573 Sell
5
-86
-95% -$10.1K ﹤0.01% 184
2025
Q2 		$11.3K Hold
91
– – ﹤0.01% 147
2025
Q1 		$8.98K Sell
91
-9
-9% -$967 ﹤0.01% 155
2024
Q4 		$11.1K Buy
100
+14
+16% +$1.47K ﹤0.01% 148
2024
Q3 		$8.27K Hold
86
– – ﹤0.01% 157
2024
Q2 		$8.54K Hold
86
– – ﹤0.01% 126
2024
Q1 		$10.5K Hold
86
– – ﹤0.01% 118
2023
Q4 		$7.76K Hold
86
– – ﹤0.01% 132
2023
Q3 		$6.97K Sell
86
-142
-62% -$12.1K ﹤0.01% 142
2023
Q2 		$20.4K Buy
228
+86
+61% +$8.15K 0.01% 108
2023
Q1 		$14.2K Hold
142
– – ﹤0.01% 114
2022
Q4 		$12.3K Hold
142
– – ﹤0.01% 115
2022
Q3 		$13K Hold
142
– – ﹤0.01% 136
2022
Q2 		$13K Sell
142
-39
-22% -$4.33K ﹤0.01% 126
2022
Q1 		$25K Sell
181
-734
-80% -$106K 0.01% 115
2021
Q4 		$142K Hold
915
– – 0.04% 71
2021
Q3 		$155K Buy
915
+384
+72% +$68.4K 0.05% 63
2021
Q2 		$93K Sell
531
-325
-38% -$58.5K 0.03% 72
2021
Q1 		$158K Sell
856
-225
-21% -$41.5K 0.05% 57
2020
Q4 		$196K Buy
+1,081
New +$155K 0.07% 44

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

West Financial Advisors's DIS Position: Q2 2026 in Review

West Financial Advisors held its Walt Disney (DIS) position steady in Q2 2026 at 5 shares worth $482. The position accounts for ﹤0.01% of the portfolio, ranked #213.

West Financial Advisors first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $196K in Q4 2020. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • West Financial Advisors held 5 shares of Walt Disney worth $482 as of Q2 2026.
  • West Financial Advisors left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #213 holding.
  • West Financial Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • West Financial Advisors's Walt Disney position peaked at $196K in Q4 2020.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.