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Advus Financial Partners, LLC’s Walt Disney DIS Stock Holding History

Advus Financial Partners, LLC’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
-2,339
Closed -$225K – 266
2026
Q1 		$225K Buy
2,339
+81
+4% +$8.56K 0.06% 230
2025
Q4 		$257K Sell
2,258
-267
-11% -$29.4K 0.06% 205
2025
Q3 		$289K Sell
2,525
-327
-11% -$38.5K 0.07% 203
2025
Q2 		$354K Sell
2,852
-13
-0.5% -$1.35K 0.09% 170
2025
Q1 		$283K Sell
2,865
-593
-17% -$63.7K 0.08% 182
2024
Q4 		$385K Buy
3,458
+1
+0% +$105 0.11% 130
2024
Q3 		$332K Sell
3,457
-900
-21% -$82.8K 0.09% 145
2024
Q2 		$433K Sell
4,357
-46
-1% -$4.95K 0.13% 109
2024
Q1 		$539K Buy
4,403
+41
+0.9% +$4.28K 0.17% 87
2023
Q4 		$394K Buy
4,362
+167
+4% +$14.7K 0.14% 99
2023
Q3 		$340K Sell
4,195
-561
-12% -$47.9K 0.13% 97
2023
Q2 		$425K Sell
4,756
-912
-16% -$86.4K 0.16% 80
2023
Q1 		$568K Buy
5,668
+248
+5% +$25K 0.23% 63
2022
Q4 		$471K Sell
5,420
-1,510
-22% -$144K 0.21% 74
2022
Q3 		$654K Buy
6,930
+1,414
+26% +$151K 0.35% 46
2022
Q2 		$521K Sell
5,516
-47
-0.8% -$5.22K 0.27% 54
2022
Q1 		$763K Buy
+5,563
New +$804K 0.39% 41
2021
Q3 		$783K Buy
+5,056
New +$901K 0.43% 32

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 $3.37T AUM 44.26% 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

Advus Financial Partners, LLC's DIS Position: Q2 2026 in Review

Advus Financial Partners, LLC sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 2,339 shares — an estimated $225K sold.

Advus Financial Partners, LLC first reported a position in DIS in Q3 2021 and held it in 18 quarters. The position peaked at $783K in Q3 2021. 2,928 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Advus Financial Partners, LLC reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 2,339 Walt Disney shares in Q2 2026, an estimated $225K.
  • Advus Financial Partners, LLC first reported a position in Walt Disney in Q3 2021 and held it in 18 quarters.
  • Advus Financial Partners, LLC's Walt Disney position peaked at $783K in Q3 2021.
  • 2,928 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.