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World Investment Advisors’s Walt Disney DIS Stock Holding History

World Investment 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 		$8.68M Sell
90,004
-8,290
-8% -$845K 0.14% 162
2026
Q1 		$9.47M Buy
98,294
+1,818
+2% +$192K 0.15% 153
2025
Q4 		$11M Buy
96,476
+15,243
+19% +$1.68M 0.18% 131
2025
Q3 		$9.3M Buy
81,233
+860
+1% +$101K 0.19% 119
2025
Q2 		$9.97M Buy
80,373
+4,081
+5% +$424K 0.23% 102
2025
Q1 		$7.53M Buy
76,292
+5,614
+8% +$603K 0.2% 127
2024
Q4 		$7.87M Buy
70,678
+12,311
+21% +$1.29M 0.22% 110
2024
Q3 		$5.61M Buy
58,367
+45,615
+358% +$4.2M 0.18% 140
2024
Q2 		$1.27M Buy
12,752
+10,722
+528% +$1.15M 0.08% 231
2024
Q1 		$286K Sell
2,030
-1,101
-35% -$115K 0.04% 314
2023
Q4 		$283K Buy
+3,131
New +$276K 0.04% 319
2022
Q3 		– Sell
-1,928
Closed -$210K – 249
2022
Q2 		$210K Sell
1,928
-295
-13% -$32.7K 0.04% 247
2022
Q1 		$305K Buy
2,223
+140
+7% +$20.2K 0.06% 199
2021
Q4 		$317K Sell
2,083
-17
-0.8% -$2.75K 0.07% 198
2021
Q3 		$355K Sell
2,100
-12
-0.6% -$2.14K 0.08% 168
2021
Q2 		$371K Buy
2,112
+16
+0.8% +$2.88K 0.08% 160
2021
Q1 		$374K Buy
2,096
+11
+0.5% +$2.03K 0.09% 152
2020
Q4 		$391K Buy
+2,085
New +$299K 0.1% 142

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

World Investment Advisors's DIS Position: Q2 2026 in Review

World Investment Advisors reduced its Walt Disney (DIS) stake by 8.4% in Q2 2026, selling an estimated $845K and leaving 90,004 shares worth $8.68M. The position accounts for 0.14% of the portfolio, ranked #162.

World Investment Advisors first reported a position in DIS in Q4 2020 and has held it in 18 quarters since. The position peaked at $11M in Q4 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • World Investment Advisors held 90,004 shares of Walt Disney worth $8.68M as of Q2 2026.
  • World Investment Advisors sold 8,290 Walt Disney shares in Q2 2026, an estimated $845K.
  • Walt Disney made up 0.14% of World Investment Advisors's portfolio in Q2 2026, its #162 holding.
  • World Investment Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 18 quarters since.
  • World Investment Advisors's Walt Disney position peaked at $11M in Q4 2025.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.